The Next Big Thing
We believe that cloud-based Customer Communications Management (Cloud CCM) is the next “big thing” in cloud computing. Communicating with customers is not as simple as it used to be and cloud CCM provides both the [...]
News Archives
Co-Branding: Full Exposure, Partial Cost
by. Joe Swatek If you can arrange it, your financial institution can benefit from a complete marketing campaign and pay only part of the cost. It works when you co-brand a promotion with another business [...]
Size Does Matter
by. Sean McDonald Last week I had the extraordinary privilege of being the keynote presenter at a Small Credit Union CEO Boot Camp in Columbus, Ohio. It was a joint venture sponsored by the Ohio [...]
Keep the Credit Union Tax Exemption
By Steve Pociask With deficit reduction firmly on the minds of politicians in Washington these days, some in Congress are now talking about a blank-slate approach that would force a review of every tax deduction [...]
Have You Ever Met an ERM ‘Expert’?
By Lisa Hochgraf During CUES Advanced School of Risk Management in Boston, John Bugalla talked about the necessary qualifications of a risk management "expert." Bugalla is principal of ERMinsights, Indianapolis. Bugalla cited National Credit Union [...]
Credit Unions Compete with Rewards Checking Accounts
Lower fees are a big reason smaller institutions are selected over the behemoths. Many continue to offer no-fee checking accounts, provide access to surcharge-free ATM networks, and have lower overdraft fees and fewer fees overall. [...]
Remember When? How the Past Can Be a Great Present!
Ever driven down the road and a song plays on the radio that takes you back to a place and time in your past? Then suddenly you realize an involuntary smile warmly envelops your face? [...]
Build a Brand Strategy Before a List of New Names
When a Board and/or Executive Team decides that it is FINALLY time for a name change, too often they make a major mistake: They start coming up with names. That’s a natural reaction, [...]
OMG, the ABC’s of CFPB!
Let Mortgage CUSO’s deal with the new mortgage servicing rules “For many borrowers, dealing with mortgage servicers has meant unwelcome surprises and constantly getting the runaround. In too many cases, it has led to [...]
5 Reasons Why You’re Broke: A Look at How Americans Spend Bank Account Funds
By Anne Dullaghan While the latest news proclaims that the economy is rebounding, the truth is that how Americans spend money is dismal. Spending is up, which is good for the economy — but can spell [...]
A Successful Credit Union Facebook Story
by Mark Arnold You can’t measure social media. Facebook is a waste of time. No one wants to hear from their credit union or bank on Facebook. Ever heard any of those objections within [...]
What The Cordray Confirmation Means For Credit Unions
by Henry Meier If you had bet me a week ago as I was headed out on vacation that when I posted my next blog Richard Cordray would be confirmed by the Senate as the [...]
Achieve Success with Onboarding
by Lana J. Chandler Onboarding should begin the day the account is opened,” states Cindy J. Draper, DDA retail strategist for Velocity Solutions (Wilmington, NC). “The banker who opens the account should follow up with [...]
Putting Our Thinking Caps On
BY MEGAN MIRANDA Have you ever had somebody tell you to put your creative thinking cap on? And have you ever (even once) secretly wished you actually did have a creative thinking cap that would [...]
Open Accounts Anywhere: Roving Bankers Armed With iPads
A new turnkey solution untethers sales staff from their desks so they can open accounts anywhere, entirely on a tablet device. The technology has the potential to totally transform the customer experience and completely reshape [...]