Lending By Appointment: 3 Ways To Use Credit Union Appointment Scheduling To Drive More Loans
Omnichannel scheduling provides the perfect bridge from intent to action.
Omnichannel scheduling provides the perfect bridge from intent to action.
The pandemic has changed the way Americans use cards. That behavior might never be the same.
Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better for all.
The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.
Two Virginia credit unions find new ways to engage and train out-of-office call center employees.
Two Virginia credit unions find new ways to engage and train out-of-office call center employees.
Lower wait times and more self-service options result in higher member satisfaction.
How Wings Financial Credit Union uses internal partnerships to identify outsiders with the right aptitude and attitude.
Locating call centers across its North Carolina footprint maximizes building space for SECU and provides jobs in high unemployment areas.
How two credit unions in Ohio and Virginia use technology and education to win the member self-service game.

The annual conference offered insights on why service organizations remain a strategic asset for credit unions and how collaboration, AI, and advocacy are shaping what comes next.

Alltru FCU stopped treating education as the end goal. Now, financial empowerment guides product design, access, and risk decisions.

More than 50 million U.S. households earn less than the minimum average income needed to cover basic costs of living.

Automatic enrollment and community partnerships help the credit union foundation expand access to early savings for underserved families.

Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.

The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.

CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.

Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.

Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.

Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.