Finance

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Learning from a Dual-Marketing Strategy

With a dedication to its members and to the spirit of family, Affinity Plus has made giving back a major priority. With a dual-marketing strategy, Affinity is learning from both its local and national partnerships.

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Using Referrals Effectively to Gain Wallet Share

Patelco Credit Union tracks referrals from front line staff to their investment program. Doing so has lead to increased wallet share.
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A Lot of People Thought I was Nuts.

After moving to a credit union one-third the size of his former bank, Richard Hurt was asked to take the credit union to the next ...
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Recruited to Help with a Community Focus

Wide experience in various for-profit financial institutions allowed Simone
Lagomarsino a broad perspective on credit union strategy and tactics.
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People Before Profits Turning a Normal Banking Process Upside Down

You shouldn't have to wait for your first million to see a decent return on your money, was the message of BECU's ($7.6B, Seattle, WA) ...
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Learning from a Dual-Marketing Strategy

With a dedication to its members and to the spirit of family, Affinity Plus has made giving back a major priority. With a dual-marketing strategy, ...
Features

Darwinism vs. Intelligent Design

According to Ed Callahan and Bucky Sebastian, the future share and direction of the credit union industry may lie in the hands of mid-sized credit ...
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Employee Incentives and Credit Union Results (part 2)

In Part 2 of this series we explore the performance of credit unions with incentive programs. Is there a correlation between staff incentives and operational ...
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“Yesterday’s Homeruns Won’t Win Today’s Game:” The Need For Strategy

Strategic planning has become an important initiative by credit union executives to plan for future success and remain competitive.
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Four Ways that Neighborhood CU Grows Members

After discussing Neighborhood CU's community charter strategy, Mark Arnold, SVP, discusses the tactics used to grow members in this Part Two article.
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Another Y2K? Why a Data Processor Conversion Doesn’t Have to Be

Using the benefit of hindsight, one credit union shares its steps to a successful data processor conversion.

Is Revenge Savings A Fad? Or A Financial Shift?

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.

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