Banking By Appointment: Leveraging New Technologies To Better Serve Members
A growing number of credit unions are using appointment scheduling to manage staff more effectively and better meet consumers’ needs.
A growing number of credit unions are using appointment scheduling to manage staff more effectively and better meet consumers’ needs.
Matt McCombs has an enduring vision for his credit union that has been a decade in the making. That vision has little to do with cash machines, loan files or direct deposits, but includes basketballs, beer, and ice cream cones. It’s unconventional thinking for an unconventional organization at the crossroads of America’s heartland. McCombs, the
More targeted giving and other changes helped the foundation make a bigger difference in the lives of North Carolinians — especially those in rural and low-income communities.
Positive member experiences across all channels facilitate high-value service, promote product adoption, and support communications that can be broadly delivered in a consistently engaging and personalized manner.
Top-Level Takeaways Co-locations diversify branch networks and can attract community members to a branch for reasons completely unrelated to banking. The collaborations provide opportunities for credit unions to align themselves with unlikely partners, and some arrangements provide non-interest income streams. Co-location strategies in which credit unions share space with another business often completely unrelated to
The CEO of Idaho Central Credit Union, one of the fastest-growing credit unions in the country, shares insights on leading through change and planning for the future.
Omnichannel scheduling provides the perfect bridge from intent to action.
Unprecedented earthquake activity on the south coast of the Caribbean island has impacted thousands of residents. Now, credit unions are helping with the recovery.
Credit unions are experimenting with employee-sponsored small-dollar loan programs at the urging of Filene and the FINRA Foundation.
The Virginia cooperative leverages a government-guaranteed loans program to help local business owners make an environmental difference.
With three full government shutdowns and repeated trips to the precipice in the past 25 years, credit unions have had plenty of opportunity to refine how they approach helping members during work stoppages.
After years of post-pandemic splurges for the well-to-do and inflationary pain for the less well off, more Americans are shifting to a discipline of saving. Here’s what that means for members and how credit unions can turn the trend into opportunity.
With nearly all Michigan businesses classified as small, Lake Trust’s Entrepreneurial Institute, launched in partnership with Cleary University, helps owners sharpen skills, access resources, and reinforce local economic resilience.
Helping members understand and manage their credit score creates a powerful opportunity for credit unions.
Struggling to find full-time CFO talent? Discover how fractional CFO services provide strategic financial leadership tailored to the needs and budgets of small and mid-sized credit unions.
From transitional housing in Utah to custom bank accounts in Texas, two CEOs share how their credit unions are supporting young adults aging out of foster care.
From classrooms to credit unions, Brent Rempe’s approach as CEO at First Alliance Credit Union blends education, service, and purpose-driven leadership.
Resilient credit unions don’t just make plans — they build the muscle to bend, bounce back, and boldly adapt.
Credit union leaders bring Main Street realities to the Fed, proving that from housing to tariffs, advocacy starts with mission-driven voices at the table.
Americans are saving a historically low amount of money. Armed with that insight, credit unions can strengthen savings habits.