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.
Digital Account Opening: Removing Friction and Enhancing the Member Experience
August 18, 2021
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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, $4.4B) discuss how they have taken on digital transformation and looked at ways to reduce friction and enhance the member experience.
Staffing Your Contact Center for Digital Transformation
July 14, 2021
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Learn how to staff and optimize your contact center for digital transformation.
3 Ways Harnessing Enterprise-Wide Data Promotes Sustainable Success At Your Credit Union
July 12, 2021
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By incorporating insights like feature adoptions, user behavior, fraud data, and more, credit unions can better prepare for the future.
Establishing The Engagement Model Of The Future
July 12, 2021
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Opti-channel: a new approach to using analytics to meet digital expectations one member at a time.
What’s In A Name: Senior Member Insights Manager
July 12, 2021
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Alliant’s Maura Ronayne uses business intelligence to help the credit union make intelligent business decisions from the member experience perspective.
15 Ratios Every Board Member Should Know (Part 1)
June 30, 2021
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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 micro performance.
What’s In A Name: Vice President Of Strategic Management
June 14, 2021
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Jonathan Dubuc focuses on “getting the right things done right” at Gulf Winds Credit Union.
New Member Onboarding: Remove Friction And Create Member Delight
May 27, 2021
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Member Loyalty Group shares insights gleaned from tracking member feedback and sentiment on the topic of onboarding.
Conversations Transform Members’ Finances At Teachers Credit Union
May 24, 2021
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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,
Providing A Seamless Member Experience Through Digital Innovation
May 19, 2021
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Kal Majmundar, SVP and CTO of Patelco Credit Union and Raj Bandaru, EVP, Member & Support Services, Gesa Credit Union, discuss how they approach digital innovation and what they believe is essential for sustainability and accelerated growth.
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.
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.
Establishing The Engagement Model Of The Future
Opti-channel: a new approach to using analytics to meet digital expectations one member at a time.
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.
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 ...
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.
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 ...
Browse Topics
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
New Highs For Equity Markets Despite Iran And Oil Prices
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
New Graduates Face A Cautious Job-Hiring Landscape
Tony Waltrich
Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.
A Credit Union Journey Into Cryptocurrency And Stablecoins
Savana Morie
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
Balancing Growth And Risk In Uncertain Lending Environments
Callahan & Associates
Traditional risk tools alone aren’t enough. Portfolio protection must evolve to meet members within the lending experience itself.
The Line Between Growth And Impact Was Blurry. Wright-Patt Decided To Redraw It.
Savana Morie
The Ohio cooperative is refining the role of its foundation to clarify what belongs within the credit union and what belongs under its charitable arm, strengthening focus and long term strategy for both.
Smarter Scheduling Delivers Faster Service And Lower Costs For 4Front Credit Union
Callahan & Associates
The credit union migrated its on-premises contact center and implemented workforce management software to maximize efficiency, minimize costs, and provide a better member experience.
The 84-Month Trap: How Negative Equity Is Quietly Undermining Your Auto Portfolio
Callahan & Associates
A new approach to vehicle affordability for credit unions.
2 Tactics To Increase Young Member Engagement
Aaron Passman
Youth banking programs, in-school branches, and a warm handoff to adulthood builds habits and relationships that last well beyond graduation.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.