CUInsight Minute with John Pettit – March 31, 2023
My favorites from the week in sixty seconds.
Welcome to the CUInsight Minute, sixty seconds from our Managing Editor John Pettit with his favorite reads from the week.
How your credit union can help close the financial wellness and mental health gap
by JORDAN FREUDENBERG, ZOGO
With more than 77% of Americans experiencing financial anxiety and 58% reporting that finances control their lives, it’s undeniable that Americans are experiencing a negative impact on their mental health due to finances. Financial wellness and mental health are closely connected, and it’s crucial to understand… (read more)
Improve cross-sales with data instead of quotas
by RICK FOWLER, CRMNEXT
Love it or hate it, cross-selling is a big part of every credit union. It’s how people discover what you offer. It’s also how your CU grows. However, both members and employees have been known to say cross-selling is pushy and uncomfortable… (read more)
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