Creating Technologies That Make Investment Advisors And Programs More Successful
This paperless technology can change the way advisors do business and the way credit unions and banks look at their investment programs.
This paperless technology can change the way advisors do business and the way credit unions and banks look at their investment programs.
This quarterly snapshot from TRUST Mutual Funds shows total investments at credit unions increased $14 billion since year-end 2014.
Bond traders are on their tiptoes in an effort to not disturb the German beast.
Credit unions are increasing their holdings in securities available-for-sale while banks are increasing their holdings in securities held-to-maturity. How do these different strategies relate to price risk?
How would a bump in interest rates affect investments at U.S. credit unions?
News reports of an impending increase in the interest rate environment are widespread. These three graphs show whether credit unions are positioned to respond.
Patelco Credit Union takes a holistic view when it comes to evaluating investment decisions.
Credit unions are keeping their powder dry waiting for rates to rise.
The Veridian Experience has guided the credit union for more than 30 years. It continues to guide the Iowa cooperative today.
If your decisions are based on member-centric design, ease of use, efficiency and cost-justification, they will yield the correct results: keeping more money where it belongs – in your member’s account.

This year’s finalists are reimagining how credit unions use data to boost service levels and improve efficiencies.

In order to adopt a more proactive strategy, the Iowa cooperative is using a dedicated product development team to promote visibility and follow-through from idea to launch.

This year’s finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.

Financial advice comes in many forms. How can credits union make sure they are the No. 1 choice for their members?

This year’s finalists are uncovering new ways to harness the power of technology to improve and expand lending across the industry.

A program to help staffers improve their savings skills generated more than $200,000 in deposits and helped change participants’ financial habits.

As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.

Lending is evolving, and credit unions are adapting. This week, CreditUnions.com examines how shifting economic conditions are reshaping lending strategies.

Affordability pressures, extended loan terms, and shifting vehicle values are forcing institutions to look beyond familiar structures and reconsider how to balance risk and return.

Credit unions are uniquely well-positioned to guide members through uncertainty and fill essential funding gaps.
First Quarter 2015 Investment Review