News Archives

If It’s Not Memorable, It Doesn’t Matter!

It’s about the experience, people! Credit unions must strive to make every member experience memorable – every interaction, transaction, consultation, collaboration, etc. should create feelings and emotions that will last long after the member leaves [...]

Best Practices Aren’t

If I had a nickel for every time a client asked me to tell them about marketing best practices, I could match The Donald’s proposed charitable contribution. I try to explain that there is [...]

Emerging Technologies In Retail Banking: The Long Road Ahead

Retail financial institutions have grossly underestimated the technological changes necessary to thrive in a digitally dominated world. According to Celent, an international financial research and consulting firm, a significant majority of banks and credit unions [...]

5 Reasons Some Branches Can’t Succeed

by Joe Swatek Even community banks and credit unions find they have branches that don’t open the expected number of new accounts. The numbers of customers/members who use the branch fall below expectations. [...]

Is Your Credit Union Too Complex?

Is Your Credit Union Too Complex?

Tom Glatt, Jr., Strategy Consultant, Glatt Consulting Ray Ozzie, formerly Microsoft's chief software architect, once famously said: Complexity kills. Complexity sucks the life out of users, developers and IT. Complexity makes products difficult to plan, [...]

Are You Encouraging the Change Leaders?

by Matt Monge There’s a reason that real-deal change leaders are so valuable: there’s often not many of them, at least initially, inside organizations. Within the context of a change effort, that’s [...]

Credit Unions — More Poetic than You Think

Guest post written by Levi Dayley, Institutional Marketing Specialist at Money Concepts Shel Silverstein, the whimsical American poet, published a poem in 1964 titled “The Giving Tree.” The story follows an apple tree and a [...]

Three Waves to Mobile Banking Evolution

by Steve Rodgers "It’s important to enroll your members and control your payment options in your mobile banking app, because the one who enrolls is the one who controls,” says Richard Crone, founder/CEO [...]