by Devon Wilson | Sep 28, 2026 | Credit Union Solutions, Leadership
A credit union merger may be approved on paper long before the technology feels like one institution. Behind the member notices, new signage, and organizational changes are two operating environments that were built independently: two sets of applications, contracts,...
by Devon Wilson | Sep 13, 2026 | Credit Union Solutions, Leadership
A core conversion changes far more than the system that stores member and account data. It changes how employees find information, how digital applications create records, how payments post, how documents are indexed, how reports are produced, and how dozens of...
by Devon Wilson | Sep 12, 2026 | Credit Union Solutions, Online Account Opening
Digital account opening has changed the way credit unions attract and onboard new members. A prospective member no longer needs to visit a branch, wait for a representative, or complete a paper application. They can begin the process from a phone or computer, often at...
by Devon Wilson | Sep 3, 2026 | Credit Union Solutions, Online Account Opening, Web Loan Applications
A workflow can be working exactly as it was designed and still be ready for improvement.Credit union operations change throughout the year. Member expectations shift. Staff develop new habits around the tools they use every day. New products, policies, vendors, and...
by Devon Wilson | Jul 13, 2026 | Credit Union Solutions, Member Service Representatives
An application submitted is not an application completed. Between submission and decision sits a phase that gets far less attention than the application form itself: the back-and-forth where staff need one more document, one clarification, or one signature. That phase...
