Show them, transparently, how it all works.

Let’s get unapologetically, radically transparent

No, I don’t mean transparent as in “invisible” or “see-through,” and I certainly don’t mean “difficult-to-find.” The word transparency could refer to a lot of things inside a credit union, but for our purposes we just have to ask one question:  Do people know how a credit union works? We know that people see “credit…

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Be seen as a resource about money, not simply as a source of it

How credit unions can be much more than loan retailers

Lots of people make bad decisions about their money simply because they were never taught how to make good ones. Which often gets blamed on their parents, since 83% of US adults say that parents are the most responsible for teaching their kids about finances. Yet 40% of parents claim they talk to their kids…

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Mistakes happen, but this industry is built on customer service

Don’t be like an airline

You might not think that an airline has a lot in common with a credit union. But when you think about it, people come to both airlines and CUs because they want to do something else. No one I know rides commercial airlines or takes out loans because they enjoy doing those things. Both airlines…

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Credit unions need a clear Purpose to thrive.

Mission is your credit union’s not-so-secret weapon

“Why are you here?” It’s a small question. And it’s a big question, too – the biggest, really. The answer, and more importantly the truth of that answer, will determine whether a credit union thrives and survives. “No, why are you really here?” We’re not talking about a slogan, a tag line, or the boring,…

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reality is never as easy and clean as legend makes it out to be

Legends don’t just happen, they’re built.

Despite its name, New College (part of Oxford University) isn’t exactly new, having been built in the late 1300s. And with that kind of history, it isn’t surprising that even some of its buildings have their own stories and legends. Take the New College dining hall, known for the enormous oak beams that span across…

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Oddballs are everywhere

Why you should offer Loans for Oddballs

Loan season is right around the corner, i.e., your credit union’s bread and butter. So if you haven’t already started working on your spring and summer auto, boat, home equity and mortgage loan campaigns, then you better get in gear. If you can get excited about one more loan campaign, that is.* I mean, I…

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three byte-sized lessons from a supersized campaign

Fresh, never frozen lessons from Wendy’s marketing

Wendy’s digital marketing team has always been impressively in-tune with what the internet likes. They’ve long since become well-known for roasting people on Twitter, and to top it off? They’re actually funny. More recently they’ve launched their “Super Wendy’s World” campaign to target gamers, and with the size of the industry it’s easy to see…

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You still have time. What are you waiting for?

Quick wins CUs can get done NOW

There are times when you need a few quick wins. Whether it’s budget season, or there’s another review with your boss and you just need to get some results and look good. Maybe you still haven’t gotten that list of To-Dos done, much less hit all those goals! OMG! It’s okay. Don’t panic. Simply take…

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Branding is never a "one and done" thing.

Why good credit union branding is never done

Just like people, every credit union wants to be well-known and popular. They want to portray an image or persona that everyone knows, understands, and likes. Kind of like my brother. When my brother was in high school, he always wanted to be like the “cool kids.” Because the “in-crowd” seemed to have all the…

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Here's how to turn this beastie into a bestie

Wrestling the Member Onboarding Monster

This slippery, sly critter is a regular Houdini. Without constant attention and communication, the Member Onboarding Monster slips overboard the instant your back is turned, taking hundreds of members with him. Here’s how to turn this beastie into your member retention bestie, and transform single-service and indirect members into lifelong super-fans: Automate onboarding This one’s…

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