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

Member Engagement – What to expect and how to prepare for 2022

This webinar shares the results of a survey of credit union leaders and where and how they plan to prioritize, invest, and allocate resources for ...
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5 Steps For Embracing The Digital Shift

Here’s how to engage and retain the banking business of Millennials and Gen Zers with purpose and technology.
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Alabama Credit Union Scores With ‘My Credit Score’

The cooperative has integrated credit score reporting and improvement tips into its mobile and online banking. So far, uptake has been strong.
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6 Credit Unions On How They’ve Responded To The Delta Variant

As they prepare for new developments, credit unions are keeping branches open for longer hours and leaning on hybrid work-from-home models to keep the back ...
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To Link Or Not To Link: Addressing Expectations For Mobile Apps

Multiple apps can help build a singular experience for digitally demanding credit union members.
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Top-Shelf Tools For Credit Unions That Make Less Than 100 Loans A Month

Scaling up is the easy part. MeridianLink’s Entry platform leads the way in scaling down the volume needed to deploy best-of-breed account opening and lending.

Digital Account Opening: Removing Friction and Enhancing the Member Experience

Baron Conway (SVP, head of digital and product management at Nuvision Federal Credit Union, $2.7B) and Courtney Rowan, vp, digital experience at Citadel Credit Union, ...

Staffing Your Contact Center for Digital Transformation

Learn how to staff and optimize your contact center for digital transformation.
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3 Ways Harnessing Enterprise-Wide Data Promotes Sustainable Success At Your Credit Union

By incorporating insights like feature adoptions, user behavior, fraud data, and more, credit unions can better prepare for the future.
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Establishing The Engagement Model Of The Future

Opti-channel: a new approach to using analytics to meet digital expectations one member at a time.

Is Revenge Savings A Fad? Or A Financial Shift?

After years of post-pandemic splurges for the well-to-do and inflationary pain for the less well off, more Americans are shifting to a discipline of saving. Here’s what that means for members and how credit unions can turn the trend into opportunity.

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