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.
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.
Alabama Credit Union Scores With ‘My Credit Score’
September 13, 2021
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The cooperative has integrated credit score reporting and improvement tips into its mobile and online banking. So far, uptake has been strong.
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.
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.
Browse Topics
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.
All Eyes On AI
Aaron Passman
Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
How Does BCU Put AI Policy Into Practice?
Marc Rapport
AI governance matters as much as innovation when it comes to AI. Learn how BCU built an AI practice that prioritizes data integrity, risk management, and real world decision making.