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

Conversations Transform Members’ Finances At Teachers Credit Union

Top-Level Takeaways Members’ financial health and wellbeing are tied to mission, vision, and values statements at Teachers Credit Union. A formal training program provides guidance to front-line employees on how to build deeper connections during member interactions. Teachers Credit Union ($4.2B, South Bend, IN) ties the health and wellbeing of its members to its mission,

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What’s In A Name: Senior Member Insights Manager

Alliant’s Maura Ronayne uses business intelligence to help the credit union make intelligent business decisions from the member experience perspective.
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15 Ratios Every Board Member Should Know (Part 1)

12-month loan growth, provision for loan losses, loan portfolio profile: Three metrics to evaluate your credit union and bridge the gap between macro trends and ...
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What’s In A Name: Vice President Of Strategic Management

Jonathan Dubuc focuses on “getting the right things done right” at Gulf Winds Credit Union.

New Member Onboarding: Remove Friction And Create Member Delight

Member Loyalty Group shares insights gleaned from tracking member feedback and sentiment on the topic of onboarding.
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Conversations Transform Members’ Finances At Teachers Credit Union

Top-Level Takeaways Members’ financial health and wellbeing are tied to mission, vision, and values statements at Teachers Credit Union. A formal training program provides guidance ...

Providing A Seamless Member Experience Through Digital Innovation

Kal Majmundar, SVP and CTO of Patelco Credit Union and Raj Bandaru, EVP, Member & Support Services, Gesa Credit Union, discuss how they approach digital ...
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How Credit Unions Can Help SMBs Optimize Their Business With Omnichannel And Integrated Payments

Credit unions can offer what businesses need without the extensive resources that go into internally developing and offering merchant services.
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What Has The Pandemic Taught Credit Unions About Branching?

Senior branch managers from five credit unions share how COVID-19 challenges yielded opportunities to deepen member connections and broaden staff skills through cross-training.
Callahan Collections

What’s In A Name: Member Experience Researcher

User experience research helps specialists define and refine the BECU member experience.
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Bring In The Staff, Or Leave Them At Home? A View From 7 Credit Unions.

Leaders from cooperatives rural and urban talk about how they are handling staffing strategy during the pandemic.

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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