Every Member Has A Story. Here’s How To Use Them.
Lessons from five credit unions on using member impact stories to inspire staff and boards, educate members, and add some pizzazz to social media accounts.
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
PSECU Moves MX Up The Org Chart
With all external-facing roles reporting to a central officer, teams are focusing less on function and more on members.
A Different Kind Of ‘Mobile’ Banking
Peoples Advantage’s branch on wheels brings financial services to members who live in regions too rural to sustain a full-service branch.
How Are Credit Unions Managing Costs In A Time Of Crisis?
June 15, 2020
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Effective vendor contract negotiations are a key to managing costs when the need for bottom-line efficiency is great.
Good Timing: Distributed Ledgers Launch During The Pandemic
June 8, 2020
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Several cooperatives are going live with blockchain-based contactless authentication after years on the drawing boards.
Teachers Shares Stories From A COVID-19 Hotspot
June 8, 2020
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Masks in hand, one of New York’s largest credit unions is now in a phased reopening process.
How Financial Center First Ramped Up Their Payments Platform
June 1, 2020
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Lower wait times and more self-service options result in higher member satisfaction.
CommonWealth One Makes The Most Of Staying At Home
May 26, 2020
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Employees and employer benefit from homegrown e-learning initiative.
Video Banking Comes Of Age In The Time Of COVID-19
May 25, 2020
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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.
Culture Managers And Heart Taps Mark Lobby Reopening At Blue FCU
May 18, 2020
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The Wyoming-Colorado credit union is striving to maintain safety and culture as it works to restore operations.
How The Pandemic Is Reshaping The Future Of Member Service At Tucson FCU
May 12, 2020
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After notching successes in appointment-only lobbies and automated services, the Arizona cooperative is rethinking hours, services availability, communications, and more.
Canvas Credit Union Says “No B.S.” Here
May 11, 2020
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The Colorado credit union has pushed out an edgy campaign that puts a playful touch on the help it’s offering in serious times.
Leaders Goes First In West Tennessee Reopening
May 7, 2020
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With precautions in place, the Jackson cooperative opened its lobby doors again on April 27.
How Are Credit Unions Managing Costs In A Time Of Crisis?
Effective vendor contract negotiations are a key to managing costs when the need for bottom-line efficiency is great.
Good Timing: Distributed Ledgers Launch During The Pandemic
Several cooperatives are going live with blockchain-based contactless authentication after years on the drawing boards.
Teachers Shares Stories From A COVID-19 Hotspot
Masks in hand, one of New York’s largest credit unions is now in a phased reopening process.
How Financial Center First Ramped Up Their Payments Platform
Lower wait times and more self-service options result in higher member satisfaction.
CommonWealth One Makes The Most Of Staying At Home
Employees and employer benefit from homegrown e-learning initiative.
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.
Culture Managers And Heart Taps Mark Lobby Reopening At Blue FCU
The Wyoming-Colorado credit union is striving to maintain safety and culture as it works to restore operations.
How The Pandemic Is Reshaping The Future Of Member Service At Tucson FCU
After notching successes in appointment-only lobbies and automated services, the Arizona cooperative is rethinking hours, services availability, communications, and more.
Canvas Credit Union Says “No B.S.” Here
The Colorado credit union has pushed out an edgy campaign that puts a playful touch on the help it’s offering in serious times.
Leaders Goes First In West Tennessee Reopening
With precautions in place, the Jackson cooperative opened its lobby doors again on April 27.
Browse Topics
How A Florida Credit Union Rebuilt Retention After The Great Resignation
Marc Rapport
Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.
What’s In A Name: Chief Efficiency Officer
Savana Morie
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line fixes into bottom-line wins.
How SWBC’s Contact Center Solutions Help Financial Institutions Stay Connected
Callahan & Associates
Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.
Amanda Garabedian On Leadership
Savana Morie
The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.
FedChoice Is Ready For The Next Government Shutdown – Whenever It Comes
Aaron Passman
A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.
Financial Nihilism Is Real, But How Can Credit Unions Respond?
Andrew Lepczyk
When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.
Exit Interview: Cheryl Sio, MembersAlliance Credit Union
Marc Rapport
From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
Callahan & Associates
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
Jim Morrell On Leadership
Aaron Passman
The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.
2026 Begins With Market Sentiment Similar To 2025
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.