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.
What’s In A Name: Senior Director Of Member Success And Loyalty
December 13, 2021
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Jeremy Cline helps Truliant FCU leverage data and teamwork to improve the member experience.
Build It And They Will Come — And Stay: The Do-It-Yourself Digital Storefront
December 2, 2021
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With the right technology, credit unions can quickly design and go to market with the digital presence they need to retain and add members.
Desert Financial Leads With Heart To Conquer New Markets
November 29, 2021
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The Arizona cooperative commits time and money to fundraising, grants, and activities that revolve around the idea of giving back.
High-Tech Meets High-Touch: How Avatars Help 5 Credit Unions Advance Member Service
October 25, 2021
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Chatbots can learn, and these credit unions are infusing their technology with a touch of personality.
Unifying the Member Experience: How to Operationalize Your Digital Onboarding Strategy
October 20, 2021
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We discuss how credit unions approach digital innovation and what they believe is critical for a strong digital onboarding strategy that builds sustainability and long-lasting growth.
The Great Resignation: How Credit Unions Can Keep Their Staff Engaged
October 19, 2021
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Managing their time with data-driven scheduling platforms empowers advisors to serve members and the cooperative to better retain staff.
Can Dora Help Credit Unions Find A Foothold For The Future?
October 5, 2021
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USALLIANCE’s self-built neobank strategy is designed to serve the underserved and disintermediate encroaching fintechs.
Digital Member Service: Transforming Member Experience for An On-Screen World
September 29, 2021
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Watch the premiere of this new book, released September 1st, that delivers an insightful and comprehensive exploration of the ongoing digital transformation of customer service.
Member Engagement – What to expect and how to prepare for 2022
September 15, 2021
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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 member engagement for 2022.
5 Steps For Embracing The Digital Shift
September 15, 2021
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Here’s how to engage and retain the banking business of Millennials and Gen Zers with purpose and technology.
What’s In A Name: Senior Director Of Member Success And Loyalty
Jeremy Cline helps Truliant FCU leverage data and teamwork to improve the member experience.
Build It And They Will Come — And Stay: The Do-It-Yourself Digital Storefront
With the right technology, credit unions can quickly design and go to market with the digital presence they need to retain and add members.
Desert Financial Leads With Heart To Conquer New Markets
The Arizona cooperative commits time and money to fundraising, grants, and activities that revolve around the idea of giving back.
High-Tech Meets High-Touch: How Avatars Help 5 Credit Unions Advance Member Service
Chatbots can learn, and these credit unions are infusing their technology with a touch of personality.
Unifying the Member Experience: How to Operationalize Your Digital Onboarding Strategy
We discuss how credit unions approach digital innovation and what they believe is critical for a strong digital onboarding strategy that builds sustainability and long-lasting ...
The Great Resignation: How Credit Unions Can Keep Their Staff Engaged
Managing their time with data-driven scheduling platforms empowers advisors to serve members and the cooperative to better retain staff.
Can Dora Help Credit Unions Find A Foothold For The Future?
USALLIANCE’s self-built neobank strategy is designed to serve the underserved and disintermediate encroaching fintechs.
Digital Member Service: Transforming Member Experience for An On-Screen World
Watch the premiere of this new book, released September 1st, that delivers an insightful and comprehensive exploration of the ongoing digital transformation of customer service. ...
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 ...
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.
Browse Topics
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
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.