In an era of rapid change and marketplace disruption, we’re all challenged to help our customers/members identify and address a host of evolving needs. Realizing traditional methods – known as a waterfall approach – were [...]
Banking is undergoing some of the most sweeping changes in its history and financial marketers are in the thick of it. The challenges their institutions face from fast-moving, tech-savvy competitors are putting enormous pressure on [...]
U.S. senators have introduced a revised version of the Secure and Fair Enforcement (SAFE) Banking Act in an effort to connect legal marijuana companies to banking services, and the bill has garnered new support. [...]
Welcome to episode 13 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Brett Martinez, the President and CEO of Redwood Credit Union, joins me for today’s episode! [...]
When CEOs are asked what their top priorities are, attracting and retaining talent is always on that list. In fact, a hallmark of successful organizations that are able to grow year-over-year is often related to [...]
Wait! What? I did a doubletake when I saw Gary Vaynerchuk’s LinkedIn post, Why you might need to fire your most talented employee. Then, I watched his video. Not only did the title make [...]
When you go to events and represent your credit union what is your strategy? Specifically, I’m talking about local events like Chamber Business Expos and the like. I went to a tradeshow once and [...]
CUNA’s Small Credit Union Committee wrote to NCUA about merger trends, the current expected credit loss (CECL) standard and other issues this week. The letters follow a meeting between the committee and Larry Fazio, [...]
Consumer sentiment regarding the housing market surged 5.5 points in March to 89.8 – the highest point since June 2018 – after seeing a decline in February, according to the Fannie Mae Home Purchase Sentiment [...]
Studies show that on average 67 percent of companies fall short in achieving their strategic goals. In the wise words of Stephen Covey, “Most leaders would agree they’d be better off having an average [...]
When Washington state legalized the use of marijuana in 2014, O Bee Credit Union in Tumwater, Wash., initially decided not to serve marijuana-related businesses. But when members started asking for cannabis banking services, O Bee [...]
A deposits manager, head teller and branch services staffer have been indicted on multiple felony counts of identity fraud in connection with the theft of $85,000 from the $35.8 million Lanier Federal Credit [...]
Part of being a leader is helping the next generation prepare to transition into management roles. Within your organization, that starts with hiring the right people and then providing them with opportunities to grow both [...]
No doubt about it, credit union compliance is complicated. Just ask Katie Elliott, vice president of risk management and compliance at Stanford Federal Credit Union. When Katie was hired two years ago, the $2.6 [...]
There are only a few things one can be sure of in this world: death, taxes, and audits, apparently. The credit union regulatory space is, let’s say, rigorous. (Stifling seems like such a harsh [...]
