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.
6 Practices To Adopt In Appointment-Only Branches
March 29, 2021
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Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better for all.
Helping Members Migrate To Digital
March 24, 2021
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We’ll lay out the challenges credit unions face and provide actionable solutions for leveling up both your frontline and your member experience.
Financial Wellbeing Joins The Front Line At Patelco
March 23, 2021
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The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.
Branch Problems Are The PIT’s
March 22, 2021
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One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Branch Problems Are The PIT’s
March 22, 2021
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One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Online Scheduling Tools: 3 Stories Of Deployment And Adoption
March 18, 2021
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Credit union leaders talk about the day-to-day operation of their systems; the past, present, and future benefits of appointment scheduling; and more.
Viral Catastrophe. Digital Response.
March 18, 2021
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A new normal in the age of COVID is taking shape. Now, five credit union leaders share what the pandemic has taught them and what they’re doing with that knowledge.
From Face Time To FaceTime: Call Center Coaching Evolves
March 18, 2021
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Two Virginia credit unions find new ways to engage and train out-of-office call center employees.
Video Banking Comes Of Age In The Time Of COVID-19
March 18, 2021
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Service options that offer a personal touch at a safe distance are gaining in popularity among members and those who serve them.
Catalyzing The Digital Conversation
March 8, 2021
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Make sure your credit union is top-of-app and top-of-wallet in order to increase payments revenue and maximize deposits.
6 Practices To Adopt In Appointment-Only Branches
Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better ...
Helping Members Migrate To Digital
We'll lay out the challenges credit unions face and provide actionable solutions for leveling up both your frontline and your member experience.
Financial Wellbeing Joins The Front Line At Patelco
The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.
Branch Problems Are The PIT’s
One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Branch Problems Are The PIT’s
One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Online Scheduling Tools: 3 Stories Of Deployment And Adoption
Credit union leaders talk about the day-to-day operation of their systems; the past, present, and future benefits of appointment scheduling; and more.
Viral Catastrophe. Digital Response.
A new normal in the age of COVID is taking shape. Now, five credit union leaders share what the pandemic has taught them and what ...
From Face Time To FaceTime: Call Center Coaching Evolves
Two Virginia credit unions find new ways to engage and train out-of-office call center employees.
Video Banking Comes Of Age In The Time Of COVID-19
Service options that offer a personal touch at a safe distance are gaining in popularity among members and those who serve them.
Catalyzing The Digital Conversation
Make sure your credit union is top-of-app and top-of-wallet in order to increase payments revenue and maximize deposits.
Browse Topics
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
What’s In A Name: Vice President Of History & Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
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?