Mentoring the #BestClassEver
Last week, I had the incredible opportunity to mentor the future #BestClassEver with The Foundation. It was like a repeat of my own DE experience—a chance to share my passion for credit unions and [...]
News Archives
Supporting the American Dream: How financial institutions can aid homebuyers
June is National Homeownership Month. It’s a month to reflect on the benefits of owning a home, the positive impact it has on an individual’s quality of life, and to discuss the importance [...]
Smooth sailing: How harbor dredging offers insights into prioritizing our strategic focus
I recently had the chance to get away with my family for a little beach vacation in Oceanside, CA. The beach where we stay is right next to the harbor entrance, which is used by [...]
What should drive a credit union name change?
Changing your name is one of the biggest decisions you can make. A new name will stick with the organization for years to come and significantly impact its success. So, who should be involved in [...]
The power of integrated predictive analytics for credit unions
In today’s financial landscape, credit unions must optimize operations while delivering personalized member experiences. It can sometimes feel like you have to sacrifice one for the other – that in order to create personalized experiences, [...]
It’s time to prune ineffective leadership from our credit unions
The failure of Credit Unions is not a sudden occurrence, but rather a gradual process that starts from the top down. Why aren’t leaders who are ineffective or complacent held unaccountable for their poor [...]
NCUA conserves 1st Choice Credit Union of Atlanta
The National Credit Union Administration placed 1st Choice Credit Union of Atlanta into conservatorship on Friday. The action was taken in consultation with the Georgia Department of Banking and Finance. The credit union is a [...]
How banks can leverage AI at the contact center
The primary strategic goal for most banking organizations is supposed to be meeting customer needs and wants. By and large, banks and credit unions say they differ from each other by the quality of their [...]
The ultimate mortgage LOS change management checklist
For lenders, a loan origination system (LOS) isn’t just a piece of technology—it’s the cornerstone of your interaction with borrowers and a critical component of your mortgage operation. The process of adopting [...]
When will home equity rates fall? These 2 things need to happen first, experts say
The Federal Reserve has kept interest rates high for the last few years, hoping to tamp down spending and get inflation in check. The result has meant increased higher consumer rates and, in turn, increased [...]
This week: America’s Credit Unions keeps industry priorities top-of-mind
This week, the Senate remains in Washington, D.C. while House members are back home in their districts. This gives credit union advocates an opportunity to connect with lawmakers one-on-one to advocate for industry priorities. [...]
The CUInsight Network podcast: Branch strategy – LEVEL5
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the [...]
Engaging millennials: How credit unions can capture the generational wealth transfer
Advancements in technology and socioeconomic conditions have positioned credit unions at a critical juncture as they navigate a new generational shift: millennials, currently aged 28 to 44, are said to be on the cusp of [...]
How to upgrade your office space for modern clients
Traditional workspaces can be boring and turn off younger customers, who see the design as dated and old-fashioned. Credit unions that want to attract millennials and Gen Zers should upgrade their look and give them [...]
5 reasons avoiding an annuity is a smart move for your retirement
Annuities are often recommended by advisors as good options for retirees, and in some cases, they can be appropriate. The positive features of annuities include the potential for lifelong income, regardless of how long you [...]