Category: Blog (page 3)

What sets the fastest-growing credit unions apart from the rest? Increasingly, the answer lies in how they use their data. These institutions know that integrated member insights are a necessary first step for better timed and targeted offers, more personal…

Today’s credit union members have very different expectations of your credit union than their predecessors. They are pressed for time, tech-focused, and expect a fast, personal experience through their preferred channel at their convenience.

See how CRM for credit unions and banks can offer single view of the customer and offer centralized access to all data between core systems.

Has your financial institution avoided adopting CRM? Or do you have an older CRM solution that has quietly slipped out of use? If you are considering raising the topic of modern CRM with your leadership team, here are a few ways to pitch the topic effectively:

As we near the end of the year, credit union leaders are already looking ahead, planning the initiatives that will help their CUs compete in the rapidly-shifting financial marketplace of the future. Perhaps you are as well?

First West Credit Union had a challenge that will be familiar to many community financial institutions. Like many larger credit unions, First West was formed through the merger of 4 smaller regional CUs. The mergers were welcomed by members, who gained access to more branches and a wider array of financial services.

One of the most unforgiving aspects of the financial industry is the need for absolute accuracy in print and mail. In today’s hyperconnected world, these mistakes are costlier than ever. Simple errors can cause irreparable damage to member or customer trust, and can dramatically harm a company’s reputation.

Today, I’m sharing more insights from my chat with futurist Paul Barter about the future of community finance. For those just tuning in – Paul is a technology strategy, research and innovation executive with over 30 years of experience in the technology product and services sector. He also teaches Technology Strategy to MBA students, acts as a Venture Services Advisor at MaRS and writes extensively about the intersection of technology and society. You can find the first part of our interview here.

I recently had the opportunity to sit down with futurist Paul Barter for a chat about the future of community finance. Paul is a technology strategy, research and innovation executive with over 30 years of experience in the technology product and services sector. He also teaches Technology Strategy to MBA students, acts as a Venture Services Advisor at MaRS and writes extensively about the intersection of technology and society.

Banks and credit unions run on data. But given how much data there is, and how difficult it is to get it all in one place, providing insights to the people who need them to make informed decisions for the best future of your organization and its customers is a full time job. Your full time job! So, you, the data analyst, run the place, but doesn’t it feel sometimes that nobody understands how you really do this?