How you will make 2016 your credit union’s best year ever
We are now less than a few weeks away from 2016. A year that I believe is full of hope and opportunity, especially for credit unions who focus on using digital marketing to grow as [...]
News Archives
Budget season tip: Do one thing to win hearts, minds & wallets in 2016
Recently, we wrote about the reality of budget season: how budget season always begins with ideas for big programs and changes for the year ahead, but ends with a tightly sealed budget, a small list [...]
Credit unions will own the next decade, if…
There are only 3 things Credit Unions must do to own the next decade in financial services. Everyone knows what they are, but it seems that few have the stomach to execute them… sigh. Credit [...]
To make progress, you need change
Time and time again we hear from Financial institutions who are in areas where they have been one of the few banks in town. They have had success for 60 years, but they are starting [...]
What about Baby Boomers?
Marketers are obsessed with millennials these days. After all, their sheer number is now outpacing the baby boomers, their spending power is nearly $2.5 trillion worldwide and they represent the future. But boomers are [...]
Fraud attempts on the rise: Website, mobile, and call center fraud intensifies
As data breaches become more widespread and as fraud tactics continue to evolve, countless identities have come to be available for sale on black markets that can be accessed, for example, on the dark web. [...]
Sweet ’16 growth strategies
According to the Chinese Calendar 2016 is the Year of the Monkey. The monkey symbolizes wealth and a knack for money. So “monkey-ing around” with the economy and financial market place will be a harbinger [...]
How to leverage customer satisfaction to drive membership
As you may have seen, Consumer Reports recently published a compelling report on satisfaction levels within financial services, stating 93% of credit union members rated themselves as “highly satisfied” with their CU. Contrasted against a [...]
Credit union business development on steroids
So, you want to do business-to-business selling. So, you have a limited budget. So, you are expected to positively differentiate your institution when you are going up against large banks with large ad budgets and [...]
Is Generation Z ready for the financial realities of college?
As today’s young people prepare for college – and for life after it – they’re facing two distinct challenges to their future financial health. Student Debt The Wall Street Journal reports that average student debt [...]
Slow to complete EMV migration? You’re not alone!
Although the initial deadline for migrating credit and debit cards in the U.S. to EuroPay, MasterCard and Visa (EMV) card security standards passed on October 1, 2015, no one expects the full migration to [...]
Building is a balancing act
Harmonizing Quality, Schedule, and Budget A successful building project requires a common vision of stakeholders. Having everyone on board is paramount – balancing quality, schedule, and budget with individual and team needs can make or break [...]
Thinking ahead: Your 2016 roadmap
21 days. There are only 21 days left in 2015. Even fewer depending on when you’re reading this. Take that in for a moment; we are shockingly close to the end of the calendar [...]
Overcoming today’s financial services member experience roadblocks
Nowhere is customer experience (CX) more important than in the financial services industry, where the greatest opportunity for revenue growth will not come from new products or geographic expansion, but from developing and executing an [...]
An unforgettable story: Credit union changes the life of a deserving young woman
Imagine walking in Kenia Calderon Ceron’s shoes. You’re 11 years old. El Salvador is home. Yet, it’s a place where authorities have lost control of gang-related violence, and the economy is poor. [...]