The right CRM provides an all-in-one solution that helps empower your employees and reduces the rework. Together, those results save time, cut costs, streamline processes, and put your members and customers first. What is rework [...]
If you’re at a small Credit Union and are being told “you can’t” because of your asset size, this podcast is for you. Becky Reed, CEO of Lone Star Credit Union, is proving [...]
60% of CUSO’s are Insurance based and almost all of them have the same thing in common: They are barely scratching the surface of their potential! President of Insurance Strategies with Daggett Enterprises, Melanie [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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: [...]
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—[...]
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 [...]
