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Credit Unions can, and should, be the dominant retail financial services provider in every market in the US.

It is imperative that your Credit Union has a social media strategy in today’s digital climate. However, what is even worse than having no social media strategy for your credit union is having a bad social media strategy. It is important that you avoid these three social media mistakes at your credit union.

Data is fundamental to your digital transformation. Customers must be able to efficiently and effectively manage transactions online. Credit Unions must be able to infer customer needs from those transactions and reach out to customers where they “live” online, whether through email, social media, or text. This blog post presents a simple recipe for getting your data in order as a foundation for digital success.

Many Credit Unions measure the success of a marketing campaign solely with “home run” metrics. For example, a car loan promotion is measured in number car loans booked, and a credit-card campaign in the number of cards delivered. While there is no question that won/loss metrics are important, there is a middle ground that can give you richer customer information as you work to build member relationships rather than just achieve sales. At CU 2.0, we train our clients to use this technique, call...

With 2 Gen Zs in my house, I'm really taking the opportunity to study who this generation is first-hand. My oldest recently got his first checking account. He doesn't need to write checks but he needs a debit card. In fact, he'll probably never write a check in his life.

In our last blog, we explored results from The National Survey on Credit Union Data Analytics and Decisioning Trends and touched on their implications.

Large banks, Regionals, and fintechs continue to invest heavily in data management, analytics and decisioning.

“We are not moving fast enough. We need to move 2x or 4x faster,” says John Janclaes, CEO of the $1 billion Partners Federal Credit Union headquartered in Burbank, CA. “Some might say faster is in order".

“We are not moving fast enough. We need to move 2x or 4x faster,” says John Janclaes, CEO of the $1 billion Partners Federal Credit Union headquartered in Burbank, CA. “Some might say faster is in order".

At a conference a couple weeks ago someone asked me what the number one most important upcoming technology there was for banking. Without hesitation, I answered, “artificial intelligence”.