Every Member Has A Story. Here’s How To Use Them.
Lessons from five credit unions on using member impact stories to inspire staff and boards, educate members, and add some pizzazz to social media accounts.
Retail & Member Experience
Our Retail & Member Experience page is the place to find credit union insights on branching, contact centers, teller technology, websites, and more.
Top Retail & Member Experience Articles
PSECU Moves MX Up The Org Chart
With all external-facing roles reporting to a central officer, teams are focusing less on function and more on members.
A Different Kind Of ‘Mobile’ Banking
Peoples Advantage’s branch on wheels brings financial services to members who live in regions too rural to sustain a full-service branch.
5 Lessons For Buying A Bank
August 11, 2024
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Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
Better Deposit Strategies Elevate Member Experience
July 28, 2024
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With deposits per branch up 50% in the past five years, many credit unions are redeploying staff to provide more holistic offerings such as financial counseling.
NCUA’s New NSF/OD Fee Reporting
July 16, 2024
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As of 1Q24, the National Credit Union Association (NCUA) now requires credit unions over $1B in assets to report total income earned through NSF and Overdraft (OD) fees. This new mandate highlights regulator’s increasing focus on NSF/OD fee policy, and brings a wave of questions and concerns for credit union leaders charged with managing their
Coloramo Rolls Out A ‘Real’ Strategy To Attract Young Members
July 8, 2024
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The Colorado credit union has debuted a digital brand targeting young consumers and plans to make it available to the entire industry.
First Harvest Takes Charge Of Member Experience
July 1, 2024
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The credit union jettisoned an outsourcing arrangement and hired more than 20 call center employees to unify retail and direct banking under a single member experience.
Artificial Intelligence Yields Real Results For This Cooperative’s Short-Term Loan Product
June 24, 2024
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Application abandonment and manual overrides drop at First Financial of Maryland FCU after it introduces machine learning to fine-tune its product suite.
True Sky’s Blueprint For Internal And External Change Management
May 13, 2024
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The Oklahoma credit union is deploying new tools that change the game for its staff and its mission-based membership strategies.
Let’s Simplify P2P Payments
May 13, 2024
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Give your members the power to send and receive money with anyone, anywhere, at any time.
Vantage West Works A Side HUSTL
May 6, 2024
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The Arizona-based credit union’s new fintech venture is part of a broader segmentation trend across the financial services industry.
Why Technology Is Key To Elevating The Member Experience
May 6, 2024
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Modern technology helps credit unions create an outstanding digital front-door, facilitate personalized interactions, streamline operations, and more.
5 Lessons For Buying A Bank
Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
Better Deposit Strategies Elevate Member Experience
With deposits per branch up 50% in the past five years, many credit unions are redeploying staff to provide more holistic offerings such as financial ...
NCUA’s New NSF/OD Fee Reporting
As of 1Q24, the National Credit Union Association (NCUA) now requires credit unions over $1B in assets to report total income earned through NSF and ...
Coloramo Rolls Out A ‘Real’ Strategy To Attract Young Members
The Colorado credit union has debuted a digital brand targeting young consumers and plans to make it available to the entire industry.
First Harvest Takes Charge Of Member Experience
The credit union jettisoned an outsourcing arrangement and hired more than 20 call center employees to unify retail and direct banking under a single member ...
Artificial Intelligence Yields Real Results For This Cooperative’s Short-Term Loan Product
Application abandonment and manual overrides drop at First Financial of Maryland FCU after it introduces machine learning to fine-tune its product suite.
True Sky’s Blueprint For Internal And External Change Management
The Oklahoma credit union is deploying new tools that change the game for its staff and its mission-based membership strategies.
Let’s Simplify P2P Payments
Give your members the power to send and receive money with anyone, anywhere, at any time.
Vantage West Works A Side HUSTL
The Arizona-based credit union’s new fintech venture is part of a broader segmentation trend across the financial services industry.
Why Technology Is Key To Elevating The Member Experience
Modern technology helps credit unions create an outstanding digital front-door, facilitate personalized interactions, streamline operations, and more.
Browse Topics
No Bonuses, No Problem: Why Credit Unions Are Rethinking Incentive Models
Marc Rapport
Cooperatives across the country are taking a fresh look at employee motivation, with some moving toward a more holistic approach to compensation.
Incentives That Power Performance And Improve Outcomes
Marc Rapport
How Shoreline and Atomic credit unions align staff efforts with organizational goals to boost the bottom line and enhance member value.
New Trends Are Shaping Credit Union Recruitment Strategies
Savana Morie
Demands for hybrid or remote work and a stronger emphasis on company culture remain key recruitment trends four years after the pandemic.
Steph Sherrodd On Leadership
Marc Rapport
The chief executive shares her vision on what it means to balance future vision with day-to-day imperatives.
Credit Union Employees Step Up Amid Labor Shortages
Trace Jerrett
With membership growth outpacing employee growth, member service representatives today are serving more members than they did five years ago.
Why Now Is A Perfect Time For A Credit Department Tune-Up
Baker Hill
Identifying and addressing pain points or gaps today will pave the way for a more stable and profitable future.
5 Lessons For Buying A Bank
Sharon Simpson
Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
5 Takeaways From Trendwatch 2Q 2024
Andrew Lepczyk
Originations, margins, and auto lending highlight a few of the key themes in the second quarter.
What’s In A Charter Type?
Andrew Lepczyk
Whether a credit union selects a federal or state charter depends heavily on that institution’s regulatory needs and expansion goals.
2 Approaches To Multi-State Expansion
Sharon Simpson
From overcoming charter challenges to a focus on SEGs, Mountain America and United FCU outline how their growth trajectories extend beyond the state line.