Considering an investment in a customer relationship management (CRM) technology at your credit union? Smart choice! CRMs can be an invaluable tool that allows you to tap into member and prospect data and ensures you’[...]
You’ve already learned the first two steps in the path to primary, now let’s tackle the most critical one of all: Finding the courage to act. (Step 3 of our three-part series). Over [...]
Learn how a personalized approach to member interactions—especially those that happen in-branch—can help put you on the path to primary. (Step 2 of our three-part series). Fewer than a quarter of credit union [...]
Only 24% of current credit union members see their credit union as their primary financial institution. Want to change that? Here’s the first in a three-part series to make inroads to being your members’ [...]
Integrating a second fintech solution meant wish granted for Royal Credit Union Chatbots are an increasingly popular credit union tool. They are a cost-effective, member-friendly way to provide access to transactional and static information 24/[...]
Thank you for tuning in to episode 7 of The CUInsight Network, with your host, Randy Smith, Co-founder of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who [...]
We recently had a conversation with Whitney Loe to discuss the future of retail banking, digital transformation, and the role of people in banking. As Director of Business Development at Ignite Sales, Whitney has gained [...]
Despite an accelerating adoption of digital banking in response to the pandemic, credit unions and community banks are still going full steam ahead with physical branching strategies. We recently sat down with Whitney Loe to [...]
The closed branch lobbies and shelter-in-place directives of this past year put every credit union’s digital transformation efforts on hyperdrive and drove member trial of digital services. A 2020 study from nonprofit BAI found [...]
While cross-selling isn’t a term credit unions use too often, isn’t that what is happening when members ask for one thing and get offered another? In order for members and small businesses to [...]
According to BalancedComp’s annual salary and incentive survey, the average employee turnover rates for banks and credit unions peaked at 19.7% in 2018. Unlike banking and tech firm competitors, credit unions are known [...]
