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Optimizing Member Onboarding: The Critical First Steps to Member Satisfaction

Optimizing Member Onboarding: The Critical First Steps to Member Satisfaction

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...
Skip-A-Pay: The Member Retention Tool Your Credit Union Needs

Skip-A-Pay: The Member Retention Tool Your Credit Union Needs

by Devon Wilson | Jun 18, 2024 | Leadership, Marketing, Skip A Pay

In the fast-paced and ever-changing financial landscape, credit unions are constantly seeking innovative ways to attract and retain members. While competitive rates and diverse products are important, financial flexibility has emerged as a key differentiator for...
Safe Travels, Secure Finances: Travel Notification for Your Members

Safe Travels, Secure Finances: Travel Notification for Your Members

by Devon Wilson | Jun 4, 2024 | Leadership, Marketing, Member Service Representatives

In today’s interconnected world, travel has become a regular part of life for many. Whether it’s a weekend getaway or an international adventure, your credit union members are likely to embark on journeys that take them far from home. While travel opens up...
Empowering Financial Literacy: The Vital Role of Credit Unions

Empowering Financial Literacy: The Vital Role of Credit Unions

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...
Green Lending: A Golden Opportunity For Credit Unions

Green Lending: A Golden Opportunity For Credit Unions

by Devon Wilson | Apr 18, 2024 | Community Outreach for CUs, Marketing, Member Service Representatives, Online Account Opening

Green lending represents a valuable opportunity that can no longer be overlooked. As the world shifts towards sustainable practices, credit unions and their leaders must step forward to finance eco-friendly purchases including clean energy household projects and...
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