Five Steps to Creating a Digital Culture

When asked “In the past year, which method did you use most often to manage your bank account(s)?” consumers responded as follows: Mobile (apps on smartphone or tablet) – 45% Internet/Online (Laptop or PC) – 27% Branches – 14% (Oct 31, 2022 – American Bankers Association) This statistic says a lot! Mobile utilization is the preferred method…

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The Seven Steps to Becoming an Innovative Credit Union

As the financial landscape evolves and becomes disrupted, credit unions face the challenge of staying relevant. To maintain relevancy, innovation becomes a must-have if the organization is to meet the changing needs of its members. Embracing innovation is vital for credit unions to thrive. But innovation, for innovation’s sake, is not helpful. All innovation must…

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Credit Unions, Innovate or Die…

Credit unions have been around for over a century and have played a vital role in providing financial services to consumers. However, the financial services industry has undergone a significant transformation in recent years, and credit unions need to innovate to remain relevant in today’s market. In the late 90s, online banking was an innovation…

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Get Closer to Your Member with Nano Strategies

Nano strategies at a credit union would refer to implementing highly focused, granular, and member-centric approaches to achieve various goals, such as improving member experience, enhancing operational efficiency, and increasing financial performance. These strategies involve leveraging technology, data, and innovative practices to create personalized experiences and streamline processes. Here are some examples of what nano…

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8 Steps to a Successful Digital Transformation at a Credit Union

Digital transformation is necessary for credit unions to remain competitive in today’s rapidly evolving financial landscape. Embracing digital technologies can enhance member experiences, improve operational efficiency, and enable credit unions to meet their members’ evolving needs and expectations. All too often, we see credit unions doing much work to become digital or mobile-first, but often…

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Without Core Values, capitalism fails us all

A recent story on CBS’s “60 Minutes” discussed the widespread use of child labor by a company called PSSI, owned by Blackstone. This story and many more that have percolated up in the past few years tell a story about what happens when the capitalistic need for profits outweighs any alignment with corporate responsibility and…

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CUSOs for sustainability and economies of scale.

Like most financial institutions, credit unions face challenges in staying relevant in a rapidly evolving financial landscape. Many credit unions have turned to Credit Union Service Organizations (CUSOs) to help them leverage their collective resources and expertise. CUSOs are separate legal entities formed by credit unions to provide specific services to their members. CUSOs have…

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Cooperation Among Cooperatives – The credit union Superpower.

While credit unions operate independently, their superpower is their ability to collaborate and cooperate. You will never see a community bank joining its competitor. But credit unions are financial cooperatives; the sixth principle of a cooperative is “Cooperation Among Cooperatives.” By collaborating credit unions will enhance their collective strength and effectiveness in the following ways:…

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The Pathway to an effective hybrid workforce

Out of necessity, the concept of a hybrid workforce has gained immense popularity due to the pandemic. However, out of urgency, most companies transitioned to a remote or hybrid workforce “on the fly.” Now companies are trying to build a sustainable hybrid model that balances the flexibility of remote work and the benefits of in-person…

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