The two secrets great leaders know
Just because someone’s business card has a fancy title on it does not automatically mean they are a great leader. Great leadership is borne from within and it comes from knowing these two important [...]
News Archives
The importance of color
Our world is awash with color. In a single day, we see thousands of different hues that our brains interpret as robin’s egg blue, fuchsia, or olive drab, to name a few. Nature employs [...]
Leveraging self-service to create the ultimate shared branch experience
From the airport to the ATM, supermarket and gas pump, self-service has long been a staple in the modern consumer experience. And all indicators suggest it will play an even greater role in the future. [...]
4 personal finance lessons from former Presidents
Presidents’ Day, while often marked with celebrations, reenactments, and other events, is also a time to reflect on important lessons learned from our former American leaders. Although times have changed and technological advancements have been [...]
Fun Valentine’s Day date ideas for under $100
Once again the holidays have come and gone. You’ve put away the decorations, are paying off holiday debt, and now February 14 is right around the corner. Love is in the air. Some dread [...]
3 secrets to unlocking board support for business continuity
Often, employees find it challenging to prove to boards the importance of having a truly executable disaster recovery/business continuity plan. Although boards are well aware of NCUA Requirements, many may cite excuses such as [...]
Producing compliant, and saleable mortgage loans: Do you have what it takes?
Less than two weeks after mortgage lenders were required to implement the TILA–RESPA Integrated Disclosure (TRID) rule last October, the Consumers Financial Protection Bureau (CFPB) announced finalization of the new Home Mortgage Disclosure Act ([...]
The eStatement dilemma: 3 tips on increasing eAdoption through member documents
eStatements typically provide an average of 50%-60% cost savings for financial institutions, and also add value to the member online experience when done correctly. While these statistics justify the necessity for eStatements, there are [...]
Your credit union has a story to tell – make it compelling
When I talk to CEOs from companies around the world, one constant I’ve noticed is the ability of successful companies and executives to tell an irresistible story. The ideas that really catch on with [...]
Feel the love: Boost mobile banking and increase ROI
How do I love thee, Smartphone? Let me count the ways: watching a movie, finding directions, listening to music, getting the score, buying stuff, playing games, videotaping the kids’ soccer game … and doing my banking. [...]
Consumer perception doesn’t have to be reality
Consumer perception is an important driver of growth in any business, but especially in the financial services industry. This is both good and bad. On the one hand, according to the year-end figures published by [...]
Credit union branch transformation begins with culture
Over the past few years, trade publications have been awash with articles and advice on branch transformation. This is an extremely important topic given the transaction trends we read about. With members coming into the [...]
Pay attention: Ask more questions
I admire so many of the Greeks. Socrates was crazy smart. He was a master of asking questions. The Socratic method of asking disciplined questions causes you to think in a variety of ways. These [...]
A look ahead at fraud prevention in 2016
What does the road ahead hold for fraud prevention? As 2015 closed and 2016 begins, several themes keep recurring, suggesting both opportunities and challenges for financial institutions in 2016. One of the latest and greatest [...]
How to keep your service personal & local by bringing it to (their) work
Remembering (and embracing) the Past Many credit unions today began 50, 60 or even 70 plus years ago. They all started with ONE single sponsor, or select employee group (SEG), that shared a common bond [...]