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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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.
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Take Command Of Your Online Brand

First Community couples social media with big-name sponsors, giveaways, and special events to engage members and improve the member experience.
Callahan News

4 Tips To Boost Branch Search Rankings

Make your credit union's branches stand out in a sea of search results. Follow these four tips to ensure potential members find your branches when ...
Features

Swipe, Dip, Tap: Contactless Offers A New Way To Pay

The pandemic has changed the way Americans use cards. That behavior might never be the same.
AI in credit unions

All Eyes On AI

Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.

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