by Devon Wilson | Jul 23, 2024 | Credit Union Solutions, Member Service Representatives
Accuracy and efficiency are the lifeblood of financial operations in any credit union. However, the traditional methods of generating and managing trial balance reports often feel like navigating a labyrinth of data — time-consuming, error-prone, and simply...
by Devon Wilson | Jul 16, 2024 | Credit Union Solutions, Member Service Representatives
Maintaining accurate and up-to-date member information is crucial for credit unions. A member’s outdated phone number or email can lead to missed communications, frustrated members, and increased vulnerability to fraud. Picture a member trying to update...
by Devon Wilson | Jul 9, 2024 | Credit Union Solutions, Online Account Opening
The first impression you make on your new members can set the tone for a lasting relationship. Member onboarding is a crucial phase where credit unions can showcase their commitment to providing exceptional service. An optimized onboarding process not only...
by Devon Wilson | May 21, 2024 | Community Outreach for CUs, Credit Union Solutions, Marketing
Financial literacy is a critical skill often overlooked in education systems, yet essential for effective personal financial management. With only 57% of American adults considered financially literate according to a new study from Zippia, credit unions are in a...
by Devon Wilson | May 7, 2024 | Credit Union Solutions, Marketing, Web Loan Applications
One of the consistent challenges of credit unions across the country is how to attract new members and enhance their deposit base. Given that boomers and Gen Xers, the two generations who own about 85% of U.S. small businesses, are likely already members, small...
by Devon Wilson | Apr 4, 2024 | Credit Union Solutions, Marketing, Web Loan Applications
The future of financial institutions is on the brink of a massive transformation. The primary catalyst? Generation Z. This digitally native, socially conscious, and the most diverse generation in history is set to redefine the banking landscape. For credit unions, the...
