NAFCU Services News Archives

Geographic expansion via merger

Geographic expansion via merger

Credit unions looking to expand often look at mergers as the best, most expedient way to do so. Especially if they want to expand into a new geographic market, finding a merger partner that is [...]

Tax challenges for cannabis businesses

Tax challenges for cannabis businesses

On June 22, Connecticut jointed 17 other states and District of Columbia in legalizing the use of recreational cannabis. Additionally, 36 states now allow for the medical use of cannabis products. For many entrepreneurs and [...]

4 CRM hang-ups (and how to overcome them)

4 CRM hang-ups (and how to overcome them)

I’m still unpacking the terrific CRM insights shared by Deidre Davis (CMO, Michigan State University FCU) and Pam Piligian (SVP of marketing and communications, Navy FCU) at the recent CEOs and Senior Executives Conference. [...]

Four ways to ensure a good merger fit

Four ways to ensure a good merger fit

One factor that credit unions search for when choosing a merger partner is a “good fit.” But what does “fit” mean? It’s not like trying on a pair of shoes where you can tell [...]

5 CRM key takeaways from Key West

5 CRM key takeaways from Key West

At the recent CEOs and Senior Executives Conference, I had the good fortune to speak with two of the brightest minds in customer relationship management (CRM): You have to think fast to keep up with [...]

The current state of mortgage subservicing

The current state of mortgage subservicing

A mortgage relationship between member and lender can last for decades. Credit unions can also completely divest themselves from both financial and servicing responsibility almost as soon as the deal is signed. We’re talking [...]

Defining a winning digital strategy

Defining a winning digital strategy

The reasons for taking a wait-and-see approach are long over. Also gone are the days of completing a digital task list and moving on to other priorities. Accelerating your credit union’s efforts to deliver [...]

3 Questions with NAFCU Services’ Paul Timm

3 Questions with NAFCU Services’ Paul Timm

CUInsight Publisher & CEO Lauren Culp is joined by Paul Timm, VP of Marketing at NAFCU Services for a quick interview with just 3 questions... Three questions: 1. (0:40) Tell us a little about [...]

There’s a person behind that policy

There’s a person behind that policy

In the last year or so, we’ve shared several articles that included some version of this stat: Nearly half of all adult Americans don’t carry life insurance.1 The belief that life insurance [...]