Welcome to episode 43 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder of CUInsight.com. Randy welcomes Jim Morrell to the show. Jim is the President and CEO of Peninsula Credit Union in [...]
Thanks to online networking, more businesspeople are writing more frequently than just a decade ago. Most of us are conscientious about the content we make public but how many of us take time to consider [...]
As credit unions enter strategic planning season, we’re analyzing ratios, reviewing expenses and evaluating financial performances from 2019 as well as determining plans and goals for 2020. Everyone is trying to figure out how [...]
Disputed payments are a growing problem across our industry. In fact, research shows that payment disputes cost card issuers $12 billion annually, with 45 percent of all consumers filing at least one dispute a year – [...]
When we think about starting a business, taking a promotion or deciding how to get to that next level, we sometimes feel we are superwomen. We can do it all, maybe not all at once, [...]
When I speak for Credit Unions, I often tell a “SCARRY STORY”. Now you’re probably thinking that I misspelled “scary story” but I didn’t. I tell about the time when I was 3 [...]
For two days in late September, the Filene Research Institute brought credit union industry leaders and partners together with university academics to “connect the dots” between diversity, equity and inclusion initiatives in credit union HR [...]
A successful enterprise risk management (ERM) program requires the board, senior leadership team, and committees to work together to identify and mitigate an organization’s risks by ensuring processes are in place and are followed [...]
We are quickly heading into the holiday season. With that comes the barrage of advertising and other messages that encourage spending, and overspending. Credit cards, lay-away and other offers make it tempting and easy to [...]
Over the past few years, the topic of big data, artificial intelligence (AI) and marketing automation have left many small bank and credit union CEOs feeling uneasy. Given the circumstances these institutions face, this is [...]
Does your lending institution have real estate-owned (REO) properties in colder climates? Frozen or burst pipes often cause water and mold damage, which are not covered under most property & casualty or lender placed hazard [...]
Jake M. (20, TD Bank) “Umm, I don’t know. They’re groups of people that help bring up your credit?” Molly H. (21, Bank of America) “Ok these I’m a little bit fuzzier [...]
You keep hearing about the digital revolution—technology is becoming more and more integrated into our daily lives. The way financial institutions transact and communicate with borrowers has evolved as well, largely due to changes [...]
Credit Unions should own and know how to use their data. Period. Legacy architectures, rarely update spreadsheets, unintuitive UIs, and siloed data storage leave employees, members, and leadership in a reactive state. Many vendors offer [...]
Welcome to episode 42 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder of CUInsight.com. Today Randy is talking with Monica Belz, President and CEO of Kauai Government Employees FCU. In essence, credit [...]
