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Love learning? We do, too! Since we can't all be all the places all the time, our team is happy to share takeaways from the events we attend! The 4th edition of the Customer Experience for Financial Services (CXFS) Summit in Toronto was not just another conference. As a dedicated…

Millennials and Gen Z are rewriting the rules of personal finance, seeking financial freedom, and embracing alternative financial solutions that align with their values and preferences. Tech-savvy and research-driven, they have unique expectations and preferences when it comes to financial services, and traditional financial institutions must adapt to stay relevant.…

Marketing is powerful, there are seemingly endless ways to spend our money, and yet... aren't we supposed to be keeping an eye on our budgets these days? Enter BNPL. What is BNPL? “By now, pay later” more or less describes itself. Not to be confused with credit card borrowing, BNPL…

This article focuses on how banks and financial service institutions can create a more meaningful customer experience, gaining an advantage in an intensely competitive marketplace where startup disruptors continuously threaten traditional practices with high-tech innovations. Keeping this in mind, we will dive into institutional banking's response and why data today…

Credit card companies (CCCs)—gigantic enterprises generating trillions of revenue dollars—helped popularize the notion that it's easy to spend money you don't have. Once consumers saw it was a lifestyle reality, they took to it like ducks to water. Traditionally, the CCCs introduce new customers to credit card dependency with a year…

Financial health and wellness remains one of the most crucial topics today. At a time of sheer economic turmoil, it's critical to have enough to survive the next curveball this economy throws at us, and having strong financial planning and savings can do just that. According to the Financial Health…

The perfect vacation? Sunshine, blue skies, and plenty of inspiration! The folks organizing the Carolinas Credit Union League Annual Meeting got it all right -- including the perfect weather! Imagine 2022, held in Myrtle Beach, South Carolina, was full of good fun, great conversations, and amazing views. Still, this wasn't…

Orlando, Florida, is seen by many as a totally magical place. Perhaps it's the beautiful weather, perhaps it's the golf, or perhaps it's the world-famous theme park down the road...? For many, the answer is "all of the above", and members of the League of Southeastern Credit Unions & Affiliates…

Social media is increasingly becoming a bigger and bigger part of people’s everyday lives. So, if you want your credit union to have a consistent presence in your members’ lives, it’s important to maintain a strong social media presence. Creating popular social media posts across a variety of channels requires…

If you believe that it is the role of financial institutions to simply hold onto peoples' money for a while and then give it back to them, you'd have learned a lot at CU FinHealth last week! Now in its sixth year, "CU FinHealth brings industry leaders together to examine…

The Takeaways: 2023 CXFS Conference

Insights for Financial Institutions to Attract and Retain Millennials and Gen Z

BNPL & Banks: The Future of Spending

How Data Is Revolutionizing Banking CX

What You Should Know About Buy Now Pay Later

How to Pave the Path to Financial Health

Let’s #CUImagine: Carolinas Credit Union League Annual Meeting

SCUCE 2022: Credit Union Magic in Orlando

Improve Your Credit Union’s Social Media Presence With These 6 Tips

Why Are We Here? CU FinHealth and the Value of Financial Well-Being