How member data is better than money
Every credit union has a strong call to action that revolves around people helping people. It’s a noble cause that has served the industry and members everywhere well. What does that mission entail at [...]
CRMNEXT News Archives
What Millennials and Gen Z want from a credit union
We’ve all heard the generalizations about sensitive Millennials and the online entranced, eye-rolling Gen Z. While not everything you read is true, except that Gen Z is figuratively glued to their phones, both see [...]
Addressing fear around lending & why experience matters more than ever with Miriam Ackerman
Have you ever been afraid to take out a loan? Have you ever put experience ahead of price? Yeah, us too. It all comes back to that human element that drives everything, including the relationship [...]
Improve your member experience with a data-driven approach
Today, credit unions are working to adjust to an all-data-driven approach to drive business growth and improve service for members. And while digitalization has taken hold in nearly every industry, many credit unions are still [...]
3 Questions with CRMNEXT’s Carol Clagett
CUInsight Publisher & CEO Lauren Culp is joined by Carol Clagett - Head of Consulting at CRMNEXT for a quick interview with just 3 questions... Three questions: 1. (0:44) How does CRMNEXT help credit [...]
Creating high trust in a high-tech world with Todd Duncan
Trust. It’s the foundation of, well, pretty much everything when it comes to relationships, including those between an FI and its members or customers. So, we were thrilled to sit down and learn from [...]
A conversation with LeAnn Case
Ah the holy trifecta of the credit union world: Leagues, CUs, and CUSOs… To have been a part of all three—and succeeded beautifully in each one—is impressive. It also means you have some [...]
Focusing more on capital investments with Dan Raju
Do you find the world of trading a touch intimidating? Enthralling? Completely foreign but still a little fascinating? If capital investment piques your interest at all—and perhaps it should—this is the Banking on [...]
How to best create innovation in your FI with Marwan Forzley
Innovation. It’s a make-it-or-break-it requirement for ANY company, and financial institutions are no exception. So, we were thrilled to sit down with an expert on this very subject, to see how FIs can best [...]
Customer servicing in the lending and financial services world with Tom Millon & Jeff Johnson
Don’t you hate having to wrap up a conversation mid-sentence when there’s still SO much more to say and learn? Lucky for us—and most especially for our listeners—we have a solution: [...]
CU Changemakers: Women On Work – Brandi Stankovic & Susan Mitchell
Anyone who’s a part of the credit union world knows it’s a close-knit community, very much like a family. But what happens when an actual mother and daughter commit themselves—heart and soul—[...]
Changing the landscape for CU women starts with you
I grew up in a home where my mom was the breadwinner. Not by choice, but by necessity. She rallied every day, working morning to night supporting 6 of us kids. I grew an appreciation [...]
The big 100 & Anne Legg talks data
Break out the fireworks, ya’ll! This week is a big one for CRMNEXT’s Banking on Experience podcast, as we are celebrating our—drum roll please—100th Episode! And it only makes sense to [...]
Digital experience + your CU: A relationship worth perfecting with Jeff Keltner
Let’s talk digital experience. Specifically—why is it so essential for the success of your financial institution? We’ve all got a general idea on how to answer that, but perhaps the details are [...]
Building a world-class sales culture at your CU
Culture. It’s a word we throw around a lot, but creating precisely the kind that cultivates ALL the good stuff at your CU? That’s not an easy ask. Luckily, we got to sit [...]