Member Onboarding

Maximizing An Effective Platform To Meet Members Where They Are Today 

In this day and age, credit unions must implement innovative technologies flexible enough to keep up with evolving member preferences. There are many avenues a credit union can take to provide the best tools to members, including hiring specialized talent for building proprietary software or outsourcing technology from financial technology companies. Choosing one option over

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Features

UFCU’s Mobile Branch Drives Financial Sense In Underserved Communities

The Texas credit union is extending financial services and resources to geographical areas with limited or no banking presence.
Features

Maximizing An Effective Platform To Meet Members Where They Are Today 

In this day and age, credit unions must implement innovative technologies flexible enough to keep up with evolving member preferences. There are many avenues a ...

Unifying the Member Experience: How to Operationalize Your Digital Onboarding Strategy

We discuss how credit unions approach digital innovation and what they believe is critical for a strong digital onboarding strategy that builds sustainability and long-lasting ...

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 ...

Helping Members Migrate To Digital

We'll lay out the challenges credit unions face and provide actionable solutions for leveling up both your frontline and your member experience.
Features

Member Onboarding Perfected

A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
Industry Insights

6 Ways To Build A Better Onboarding Program

The first few days of membership can make or break the entire member experience. Follow these steps to provide lasting value that fosters a long-term ...
Features

How To Communicate During A Digital Conversion

When Advia Credit Union adopted a new digital banking platform, it used multiple channels to share upcoming changes and post-conversion updates.
Industry Insights

Credit Unions Welcome 4.7M New Members

As the movement adds members, relationships and market share also increase.
Features

Onboarding With The Power Of The Pen

Why a Chicago-area credit union ditches digital channels for much of its onboarding and a larger neighbor relies on remote channels to serve far-flung SEG ...
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