Are you offering the best possible journey for those borrowing from your credit union? While your institution may boast an efficient digital banking platform, it’s essential to ask: Is this enough to not only attract but also retain members?

Continue reading “Elevating Member Experience: Removing Roadblocks and Speed Bumps From Your Lending Journey”


You would have to live under a rock to have missed the news about AI. Between rhetoric about the end of the world, AI coming for your jobs and the boom to economic growth it’s hard to know where to turn for facts. Manual knowledge work that once defined our industry is becoming a thing of the past. Propelled by AI, this shift is more than adopting new technologies; it signifies a strategic embrace of innovative tools designed to redefine operational efficiency and elevate member engagement.

Continue reading “Increasing Efficiencies: AI-Workflow-Automation”


Seeking solutions for retaining deposits? Let’s dive into the details and explore how Intelligent Process Automation (IPA) can be valuable in deposit retention and growth while enhancing competitiveness in today’s economic landscape. Continue reading “Unpacking the Deposit Dilemma in Credit Unions: Tactics and Strategy”


Financial institutions are experiencing an evolution in terms of how they reach consumers across new mediums of communication. Many have followed the example of fintech companies like Paypal, Marcus, and Credit Karma by offering conversational banking for their customers. These leading fintech firms are creating new value and improved experiences with virtual agents and responsive text messaging.

The building out of these products demonstrates an growing demand for conversational messaging functionality. Here are a few key attributes driving this progress:

Continue reading “Why Conversational Messaging is a No-Brainer”