How 2 Marketing Teams Organize For Impact
The organizational structures for the marketing teams at 3Rivers FCU and Leaders Credit Union couldn’t be more different, but they share a common goal.
Marketing
The best place to learn about credit unions strategies like branding, PR, social media, and engagement to attract members!
Top Marketing Articles
7 Tips To Rebrand After A Major Merger
Practical tips from marketing pros for navigating brand integration, from aligning messaging and honoring legacy to building trust and more.
Every Credit Union Has A Member Story To Tell
The Member Story Project from Callahan & Associates invites credit unions to share their stories of member impact and celebrate how they change lives every
15 Ratios Every Board Member Should Know (Part 1)
June 30, 2021
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12-month loan growth, provision for loan losses, loan portfolio profile: Three metrics to evaluate your credit union and bridge the gap between macro trends and micro performance.
Lessons Learned From A Challenging Year (Part 1)
June 30, 2021
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Credit union chief executives share takeaways from 2020 and talk about how they’ll turn challenge into opportunity in the year ahead.
What’s In A Name: Chief Relationship Officer
June 28, 2021
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Susan Fogarty brings wealth management and not-for-profit experiences to CAP COM FCU as it restructures under a member-impact umbrella.
Leaders Credit Union Makes Space For Collaboration
June 28, 2021
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The Tennessee cooperative creates an internal think tank to seize internal expertise and extend member impact.
A Strategy To Engage Sports Fans And Tap New Audiences
June 9, 2021
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Texas Trust Credit Union puts a creative twist on a standing sponsorship by hosting a video game competition.
Leaders University Turns Employees Into Financial Champions
June 8, 2021
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A new staff development program at Leaders Credit Union offers a diverse curriculum taught by internal and external experts.
New Member Onboarding: Remove Friction And Create Member Delight
May 27, 2021
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Member Loyalty Group shares insights gleaned from tracking member feedback and sentiment on the topic of onboarding.
Conversations Transform Members’ Finances At Teachers Credit Union
May 24, 2021
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Top-Level Takeaways Members’ financial health and wellbeing are tied to mission, vision, and values statements at Teachers Credit Union. A formal training program provides guidance to front-line employees on how to build deeper connections during member interactions. Teachers Credit Union ($4.2B, South Bend, IN) ties the health and wellbeing of its members to its mission,
A Better Life For Members Is A Phone Call Away
May 24, 2021
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Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.
Providing A Seamless Member Experience Through Digital Innovation
May 19, 2021
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Kal Majmundar, SVP and CTO of Patelco Credit Union and Raj Bandaru, EVP, Member & Support Services, Gesa Credit Union, discuss how they approach digital innovation and what they believe is essential for sustainability and accelerated growth.
15 Ratios Every Board Member Should Know (Part 1)
12-month loan growth, provision for loan losses, loan portfolio profile: Three metrics to evaluate your credit union and bridge the gap between macro trends and ...
Lessons Learned From A Challenging Year (Part 1)
Credit union chief executives share takeaways from 2020 and talk about how they’ll turn challenge into opportunity in the year ahead.
What’s In A Name: Chief Relationship Officer
Susan Fogarty brings wealth management and not-for-profit experiences to CAP COM FCU as it restructures under a member-impact umbrella.
Leaders Credit Union Makes Space For Collaboration
The Tennessee cooperative creates an internal think tank to seize internal expertise and extend member impact.
A Strategy To Engage Sports Fans And Tap New Audiences
Texas Trust Credit Union puts a creative twist on a standing sponsorship by hosting a video game competition.
Leaders University Turns Employees Into Financial Champions
A new staff development program at Leaders Credit Union offers a diverse curriculum taught by internal and external experts.
New Member Onboarding: Remove Friction And Create Member Delight
Member Loyalty Group shares insights gleaned from tracking member feedback and sentiment on the topic of onboarding.
Conversations Transform Members’ Finances At Teachers Credit Union
Top-Level Takeaways Members’ financial health and wellbeing are tied to mission, vision, and values statements at Teachers Credit Union. A formal training program provides guidance ...
A Better Life For Members Is A Phone Call Away
Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.
Providing A Seamless Member Experience Through Digital Innovation
Kal Majmundar, SVP and CTO of Patelco Credit Union and Raj Bandaru, EVP, Member & Support Services, Gesa Credit Union, discuss how they approach digital ...
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.