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.
Paying Loans Shouldn’t Be Difficult
July 25, 2022
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Paying loans shouldn’t be difficult. The easier it is to pay your loans, the more likely you will have on-time payments and payers that want to do more banking with you.
Impact Strategies From July 2022
July 25, 2022
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A look back at stories from the last month showcasing how credit unions are making a difference in ways that go way beyond just banking.
Banking By Appointment: Leveraging New Technologies To Better Serve Members
July 11, 2022
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A growing number of credit unions are using appointment scheduling to manage staff more effectively and better meet consumers’ needs.
Hello, Venmo (Goodbye, Checking Account)
July 11, 2022
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Gen Z sees the P2P payments service as more than just a way to split the cost of a night out – it’s also a social platform and de facto checking account.
Fintech Adoption On The Rise
July 11, 2022
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Consumers are taking to fintech at a rapid pace, according to a recent study, with those age 56 and older representing the fastest-growing user demographic.
Lessons From A Fintech’s First Year
July 11, 2022
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Nearly 12 months after the launch of Dora, a credit union-backed fintech, one executive looks back at lessons learned and what comes next.
A Bus, A Bar, and A Basketball Court? Welcome To Vibrant’s New HQ
June 27, 2022
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Matt McCombs has an enduring vision for his credit union that has been a decade in the making. That vision has little to do with cash machines, loan files or direct deposits, but includes basketballs, beer, and ice cream cones. It’s unconventional thinking for an unconventional organization at the crossroads of America’s heartland. McCombs, the
How COVID-19 Pushed The SECU Foundation Out Of Its Comfort Zone
May 16, 2022
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More targeted giving and other changes helped the foundation make a bigger difference in the lives of North Carolinians — especially those in rural and low-income communities.
The Financial Impact Of Investing In The Member Experience
May 4, 2022
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What’s the ROI on a Member Experience program? Focusing on the member experience feels like the right thing to do, but executives are always seeking data to quantify the relationship between loyalty and bottom line results.
A Mission-Forward Path To Pandemic Recovery
May 2, 2022
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In the age of digital, a “people-helping-people philosophy” is needed more than ever.
Paying Loans Shouldn’t Be Difficult
Paying loans shouldn’t be difficult. The easier it is to pay your loans, the more likely you will have on-time payments and payers that want ...
Impact Strategies From July 2022
A look back at stories from the last month showcasing how credit unions are making a difference in ways that go way beyond just banking.
Banking By Appointment: Leveraging New Technologies To Better Serve Members
A growing number of credit unions are using appointment scheduling to manage staff more effectively and better meet consumers’ needs.
Hello, Venmo (Goodbye, Checking Account)
Gen Z sees the P2P payments service as more than just a way to split the cost of a night out – it’s also a ...
Fintech Adoption On The Rise
Consumers are taking to fintech at a rapid pace, according to a recent study, with those age 56 and older representing the fastest-growing user demographic.
Lessons From A Fintech’s First Year
Nearly 12 months after the launch of Dora, a credit union-backed fintech, one executive looks back at lessons learned and what comes next.
A Bus, A Bar, and A Basketball Court? Welcome To Vibrant’s New HQ
Matt McCombs has an enduring vision for his credit union that has been a decade in the making. That vision has little to do with ...
How COVID-19 Pushed The SECU Foundation Out Of Its Comfort Zone
More targeted giving and other changes helped the foundation make a bigger difference in the lives of North Carolinians — especially those in rural and ...
The Financial Impact Of Investing In The Member Experience
What’s the ROI on a Member Experience program? Focusing on the member experience feels like the right thing to do, but executives are always seeking ...
A Mission-Forward Path To Pandemic Recovery
In the age of digital, a “people-helping-people philosophy” is needed more than ever.
Browse Topics
How A Florida Credit Union Rebuilt Retention After The Great Resignation
Marc Rapport
Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.
What’s In A Name: Chief Efficiency Officer
Savana Morie
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn behind the scenes fixes into front line — and bottom-line — wins.
How SWBC’s Contact Center Solutions Help Financial Institutions Stay Connected
Callahan & Associates
Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.
Amanda Garabedian On Leadership
Savana Morie
The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.
FedChoice Is Ready For The Next Government Shutdown – Whenever It Comes
Aaron Passman
A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.
Financial Nihilism Is Real, But How Can Credit Unions Respond?
Andrew Lepczyk
When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.
Exit Interview: Cheryl Sio, MembersAlliance Credit Union
Marc Rapport
From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
Callahan & Associates
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
Jim Morrell On Leadership
Aaron Passman
The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.
2026 Begins With Market Sentiment Similar To 2025
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.