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.
How First Alliance Credit Union Solves Its Staffing Crunch While Driving Loan Growth
May 15, 2023
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ITMs and newly minted member experience advisors are the key to success at this Minnesota cooperative.
Making The Most Of Member Experience
May 8, 2023
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After a year filled with economic uncertainty and recent high-profile bank failures, there’s more reason than ever for credit unions to double down on service.
Create A Memorable Member Experience By Thinking ‘Connected Ecosystem’
May 1, 2023
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Features and functions are important, but an impressive experience delivers a connected ecosystem of capabilities across all channels.
TruWest Asked, Staff Answered
May 1, 2023
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An employee program at the Arizona cooperative solicits ideas for saving money and improving member services.
Are You Providing A Great Member Experience Across Multiple Touchpoints?
May 1, 2023
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When you consistently deliver an exceptional member experience in multiple channels — the branch, contact center, and online, for example — you attract and retain members.
5 Tech Tools Your Members Will Love (Plus Real-Life Examples From Credit Unions)
May 1, 2023
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Credit unions can’t adopt every new piece of technology, so they must focus on the tools and services that deliver an improved experience.
A Cancer Diagnosis Is Scary. Managing Money Shouldn’t Be.
April 17, 2023
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A pilot program from Wright-Patt Credit Union offers support and financial advice for patients facing a serious illness while juggling daily expenses.
How To Use Conversational AI To Revolutionize Your Credit Union
April 17, 2023
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ChatGPT is more than just automated responses; it is a precursor for expanded business and more meaningful interaction between the credit union and its members
Tracking Every Interaction To Provide The Best In Member Experience
April 17, 2023
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Member Loyalty Group integrates real-time, multi-channel analytics to help credit unions maintain their service-level difference.
How The Summit FCU’s Virtual Branch Marries High Tech And High Touch
April 10, 2023
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After launching during the pandemic, when brick-and-mortar access was limited, a virtual branch has helped the New York-based cooperative engage members living further afield.
How First Alliance Credit Union Solves Its Staffing Crunch While Driving Loan Growth
ITMs and newly minted member experience advisors are the key to success at this Minnesota cooperative.
Create A Memorable Member Experience By Thinking ‘Connected Ecosystem’
Features and functions are important, but an impressive experience delivers a connected ecosystem of capabilities across all channels.
TruWest Asked, Staff Answered
An employee program at the Arizona cooperative solicits ideas for saving money and improving member services.
Are You Providing A Great Member Experience Across Multiple Touchpoints?
When you consistently deliver an exceptional member experience in multiple channels — the branch, contact center, and online, for example — you attract and retain ...
5 Tech Tools Your Members Will Love (Plus Real-Life Examples From Credit Unions)
Credit unions can’t adopt every new piece of technology, so they must focus on the tools and services that deliver an improved experience.
A Cancer Diagnosis Is Scary. Managing Money Shouldn’t Be.
A pilot program from Wright-Patt Credit Union offers support and financial advice for patients facing a serious illness while juggling daily expenses.
How To Use Conversational AI To Revolutionize Your Credit Union
ChatGPT is more than just automated responses; it is a precursor for expanded business and more meaningful interaction between the credit union and its members
Tracking Every Interaction To Provide The Best In Member Experience
Member Loyalty Group integrates real-time, multi-channel analytics to help credit unions maintain their service-level difference.
How The Summit FCU’s Virtual Branch Marries High Tech And High Touch
After launching during the pandemic, when brick-and-mortar access was limited, a virtual branch has helped the New York-based cooperative engage members living further afield.
Browse Topics
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.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.
Making The Most Of Member Experience