What the Heck is Optics Data?
Keegan Daniel dives into the topic of optics data to explain how credit unions can use it to help their members and improve services.
Beyond the Single Transaction: People Helping People
Julie Gessner makes the case for consultative services as a means to balance members’ desire for instant gratification along with great member service and connection.
The Keys to a Successful Member Onboarding Process
How is your credit union welcoming new members? What processes do you have set up? Victoria Thornton urges credit unions to reach out regularly through a number of channels to update and inform new members.
Balancing Marketing with a Member’s Sense of Urgency
What’s the best way to market to your members on mobile apps? How do you balance providing information with a member’s sense of urgency? Ken Vaughn discusses different mobile marketing approaches and how to be informative without roadblocking users.