Strategy

Your resource for the credit union industry’s best practices when working with boards and volunteers, regulators, strategy, member value, and CUSOs.

Top Strategy Articles

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The Metamorphosis of a Credit Union – From SEG Legacy Branches to Online-Only Members

After reconfiguring their branch network and average branch size, Keypoint Credit Union, has seen significant increases in member relationships and a strong member migration to ...
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Financial Education as a Credit Union Differentiator: Interview with A+ FCU

Each credit union's education program is exclusive and should be tailored to fit the unique needs of the membership, community, values and goals. Here is ...
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‘Learning a New Language’: Combining Credit Union Cultures in a Merger

Combining cultures can be the sticking point for many merger talks. United Federal used strategic leadership and guidance to blend two organizations into a cohesive ...
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Leadership Perspective: Growing While Cutting Expenses

MidWest America has been growing at a healthy rate all the while cutting spending, in no small part because employees submit good cost-trimming ideas.
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The Patelco HSA Story: Onward and Upward

Patelco's HSA service has grown into a thriving program: deepening relationships with their SEGs, and increasing member penetration at those SEGs.
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Credit Union Strategy & Performance Interview: Serious Concerns but Not Reason for Panic

Listerhill Credit Union does not miss a beat in getting back to serving members.
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Credit Union Strategy & Performance Interview: Cutting Costs, Holding onto Members

Financial Partners is making sacrifices, lowering rates, and raising some fees, but its service holds onto members.
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Part 3 of 3P’s: Product-Free, Personal, Passion

Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.
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How will Jim Blaine Create Value in NC in 2007?

Learn about Jim Blaine's focus on members' financial needs.
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Watch and Learn How One CU is Putting the Control in the Hands of the Member

Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit ...
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