Ops & Payments

Our Ops& Payments page is the hub for credit union-tested and approved methods to increase usage of checking accounts, credit cards, bill pay, and more.

Top Ops & Payments Articles

Streamline Document Collection For Your Credit Union

FileInvite helps credit unions accelerate loan processing by automating document collection and keeping your brand front and center. Our secure portal makes it easy for members to upload files, complete forms, and sign documents—while your team stays focused on lending, not admin. With built-in e-signatures, automated reminders, and integrations with tools like Salesforce and SharePoint,

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5 Takeaways From Trendwatch 1Q 2025

With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower delinquency across the industry.

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Partner Perspectives

Virtual Cards: More Than Just A Trend

The next evolution in consumer payments — and credit unions that wait risk falling behind.
Graph Of The Week

Digital Wallet Usage Skews Younger, But Becoming More Ubiquitous

Those born before 1980 use digital wallets at a lower rate than younger consumers, but adoption levels are nearly equal across income levels.
Industry Insights

Credit Union Savers Favor Flexibility Over Returns

Members are changing the way they deposit their money, saving more and opting for lower-yielding, more liquid account types.
Lending

Streamline Document Collection For Your Credit Union

FileInvite helps credit unions accelerate loan processing by automating document collection and keeping your brand front and center. Our secure portal makes it easy for ...
Industry Insights

Quarterly Market Snapshot And Two-Year Financial Statement (1Q 2025)

Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement ...
Features

‘Rocky Road’ Ahead? Credit Union CFOs Tweak The Balance Sheet Just In Case.

With recession fears on the rise, industry leaders are hoping for the best but preparing for the worst.
Partner Perspectives

Basic Checking Gets A Competitive Upgrade

Boost loyalty with lifestyle checking accounts that offer perks like telehealth, ID protection, and travel discounts.
Blogs

5 Takeaways From Trendwatch 1Q 2025

With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower ...
Partner Perspectives

2025 Credit Card Market Insights And To-Dos

Questions and recommendations to help credit unions improve the management and evaluation of their credit card portfolio.
Features

Small Business Meets Big Community At City & County Credit Union

A longstanding program that spotlights small businesses and local organizations deepens ties and reinforces the credit union’s commitment to community prosperity.

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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