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.
Digital Innovation Opens New Opportunities To Drive Growth And Engagement
July 3, 2023
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Member expectations are evolving alongside technology, and it’s more important than ever for credit unions to prioritize engaging, profitable member relationships.
Dividends Per Member Are On The Rise. So Are Member Relationships.
June 26, 2023
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First quarter data highlights how credit unions have an opportunity to extend a guiding hand to consumers who might not be prudently addressing their financial situation.
No More Silos: Manage Data In One System To Increase Efficiencies And Improve Member Service
June 26, 2023
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Removing multiple legacy systems and putting all your data into a single, secure repository can help you improve enterprise productivity and effectiveness, streamline operations, and enhance member service.
Going Beyond Surveys For a Broader View of the Member Experience
May 31, 2023
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Watch this webinar to learn more about how Member Interaction Monitoring can provide a more comprehensive view of the member experience.
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.
Digital Innovation Opens New Opportunities To Drive Growth And Engagement
Member expectations are evolving alongside technology, and it’s more important than ever for credit unions to prioritize engaging, profitable member relationships.
Dividends Per Member Are On The Rise. So Are Member Relationships.
First quarter data highlights how credit unions have an opportunity to extend a guiding hand to consumers who might not be prudently addressing their financial ...
No More Silos: Manage Data In One System To Increase Efficiencies And Improve Member Service
Removing multiple legacy systems and putting all your data into a single, secure repository can help you improve enterprise productivity and effectiveness, streamline operations, and ...
Going Beyond Surveys For a Broader View of the Member Experience
Watch this webinar to learn more about how Member Interaction Monitoring can provide a more comprehensive view of the member experience.
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.
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.
Making The Most Of Member Experience