Activating first-party data
The Challenges Facing CUs Credit unions (CUs) are faced with a new urgency in today’s climate, not only to know and understand their members’ financial needs, but also understand how they prefer to engage. [...]
Community Archives
How will your credit union retain employees after returning to the office?
It’s an open secret that recruiters sign up to “return to office” Google alerts and reach out to employees after their company announces a return to the office. Whether you’ve been working in [...]
Want superior member experiences? Make sure you finish strong!
Recently we worked with a credit union frustrated and confused by their member satisfaction scores in their Mortgage Department. Over the last few years they invested in new tools designed to provide better transparency and [...]
Is your content strategy pushing you up a creek without a paddle?
Content is king, but quantity over quality is not the answer. If a credit union marketer is allocating resources to a strategy that seems to align with their goal, but growth is stagnant—then they [...]
Beyond the buzzword: 3 tips to evaluate fintech partnerships
Fintech has been a dominant buzzword for some time. At its simplest, fintech is defined by Merriam-Webster as products and companies that employ newly developed digital and online technologies in the banking and financial services [...]
Remixing the credit union value proposition
The financial services landscape is bigger than ever before, consumer needs have evolved, and new technologies are already changing the way people conduct their financial lives. The antiquated banking models we are accustomed to are [...]
Three individuals share their first journeys with Global Women’s Leadership Network
For all engaged and connected to Global Women’s Leadership Network (GWLN), we celebrate women each and every day of the year. As we continue with our work on advancing women in leadership in the [...]
Purpose-driven brands matter more than ever
Purpose-driven branding is becoming increasingly more important, as people more intentionally seek brands that have a purpose beyond profit – brands that stand for something, and act on their shared values and beliefs. As big brands [...]
Re-connect with members and reduce attrition
With financial technology, Big Tech and megabanks on the rise, 2022 is a year to focus on retaining and deepening the relationships of your existing members. Credit unions may not be able to compete with [...]
Hello. How are you? (No, REALLY, how are you?)
This week I was eating lunch with one of our curriculum administrators in our beautiful headquarters café. At the table next to us was one of my direct reports with a few of her team [...]
Complexity and controversy: A credit union’s guide to 280E
With Tax Day just around the corner, Shield spoke to Neil Rosenfield, a CPA with Baker Tilly, about Section 280E of the Internal Revenue Code – specifically about how it impacts cannabis-related businesses (CRBs) and what [...]
3 ways credit unions can use texting
The days of direct mail and email blasts have been over for some time, but most businesses (and financial institutions) haven’t fully captured the power of consumers’ favorite communication tool—their phones. While texting [...]
What makes credit card rewards a key ingredient to a healthy portfolio?
Like bacon and eggs or mac and cheese, credit cards and rewards have become an inseparable pairing in people’s minds. According to a survey by The Ascent, a good rewards program is one of [...]
Financial inclusion critical to financial well-being for all
What does “financial well-being for all” mean to you? Does it inspire you? Is it part of a long-term credit union strategy, or merely a marketing theme that will fade with time? In his keynote [...]
Three ways to use video internally
Marketers talk often about video, video, video. In fact, “use more video” is a recommendation we give 90% of the credit unions who ask us to take a fresh look at their marketing. The reality, [...]