3 Ways To Build A Better Member Experience
Credit unions improve the member experience through training, bilingual service, and bold branch strategies. Explore three stories that show what it takes to connect.
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
A High-Tech Branch For High Tech Students
A credit union branch at Lamar Institute of Technology combines products, education, and philanthropy to support job training and technical education in Southeastern Texas.
What’s In A Name: Chief Product Officer
Bay FCU’s Brooke Morley improves communication and collaboration across departments to offer members the products they want and need.
AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
December 4, 2024
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Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across the customer experience landscape. While AI chatbots represent one key element of a modern member experience strategy, they’re just the beginning when it comes to creating a truly differentiated end-to-end
Mortgages For The Military, Members For Life
November 11, 2024
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Credit union leaders share how they navigate a successful VA loan program and address challenges veterans face.
Help On The Homefront
November 11, 2024
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Military and corporate moves often require lending support. Credit unions are there to offer it.
Member Experience Gets An Upgrade
November 3, 2024
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Six credit unions offer their insights on what’s new in MX and what’s on the horizon for 2025 and beyond.
Physical Branch, Digital Service
November 3, 2024
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Affinity Plus builds member engagement by focusing equally on a modern brick-and-mortar network plus the latest technologies for members and staff alike.
Why Do Banking Deserts Exist? How Can Credit Unions Fix Them?
November 3, 2024
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Understanding what constitutes a banking desert can help credit unions determine branching and outreach strategies for underserved communities.
From Toasters To Technology: Enhancing Your Member Experience
November 3, 2024
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Service, innovation, and data don’t just enhance the member experience — they ensure relevancy and success in the future.
Core Processing, Innovation, and Collaboration in the Credit Union Industry with Geoff Johnson at CU*Answers
October 29, 2024
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In this Partner Perspective, Callahan & Associates and Geoff Johnson, CEO of CU*Answers, explore how the credit union landscape has evolved over the past decade, especially in digital transformation. Reflecting on the past offers a chance to look ahead, and Johnson shares insights into the technological challenges cooperatives may face in the next five to
Personalization In Account Opening: How Technology And Personal Service Can Coexist
October 28, 2024
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When properly used, cross-sell features in the account opening process can strengthen banking interactions.
Empathy Is A Credit Union’s Secret Weapon
October 27, 2024
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A mix of quality people and customizable services help members through economic uncertainty.
AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across ...
Mortgages For The Military, Members For Life
Credit union leaders share how they navigate a successful VA loan program and address challenges veterans face.
Help On The Homefront
Military and corporate moves often require lending support. Credit unions are there to offer it.
Member Experience Gets An Upgrade
Six credit unions offer their insights on what’s new in MX and what’s on the horizon for 2025 and beyond.
Physical Branch, Digital Service
Affinity Plus builds member engagement by focusing equally on a modern brick-and-mortar network plus the latest technologies for members and staff alike.
Why Do Banking Deserts Exist? How Can Credit Unions Fix Them?
Understanding what constitutes a banking desert can help credit unions determine branching and outreach strategies for underserved communities.
From Toasters To Technology: Enhancing Your Member Experience
Service, innovation, and data don’t just enhance the member experience — they ensure relevancy and success in the future.
Core Processing, Innovation, and Collaboration in the Credit Union Industry with Geoff Johnson at CU*Answers
In this Partner Perspective, Callahan & Associates and Geoff Johnson, CEO of CU*Answers, explore how the credit union landscape has evolved over the past decade, ...
Personalization In Account Opening: How Technology And Personal Service Can Coexist
When properly used, cross-sell features in the account opening process can strengthen banking interactions.
Empathy Is A Credit Union’s Secret Weapon
A mix of quality people and customizable services help members through economic uncertainty.
Browse Topics
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.
What’s In A Name: Chief AI Officer
Aaron Passman
As Hudson Valley Credit Union’s artificial intelligence chief, Preetha Sekharan holds a rare role in the industry, but it’s one that is likely to become far more common in the future.