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Accelerating Membership Growth
How Credit Union 1 drove organic membership growth well beyond the industry
average by leveraging Cotribute partnership.
Educational Articles
Why Your Digital Account Origination Needs an AI Upgrade
Why leading credit unions and banks are embedding AI to transform acquisition, cross-sell, and relationship growth — without replacing their core
Harnessing AI Growth Agents: Transforming the Future of Banking and Credit Unions
AI Growth Agents are transforming banking—boosting deposits, deepening relationships, and streamlining operations with secure, hyper-personalized automation.
Why Frictionless Business Account Opening Is the Key to Winning Today’s SMBs
Nearly 80% of SMBs now prioritize streamlined digital services when choosing a financial partner.
The Battle for New Deposit Growth
How Community Banks Can Win Against Megabanks and Fintechs
Enabling operational efficiency
How Nutmeg State Financial Credit Union automated manual back office tasks and reduced turnaround times using Decision Intelligence.
Credit Union Customer Experience: 7 Ways to Improve
Learn how credit unions can deliver personalized engagement to their members while improving their customer experience. Discover the latest trends in customer experience, including mobile apps, artificial intelligence, personalization, and cloud banking.
How Credit Unions Use Banking Business Intelligence Software
Learn how Credit Unions can use Banking Business Intelligence (BI) Software to make data-driven decisions in an uncertain economy. Discover what BI is, how it works, and how Credit Unions can use it to optimize data sources, improve reporting, enhance member experiences, reduce risk, and personalize marketing campaigns.
Benefits of Modern Core Banking Systems Architecture
Discover the benefits of modern core banking systems architecture and how it can help financial institutions stay competitive in the ever-changing banking industry. Learn about the evolution of core banking, its components and processes, and the limitations of legacy systems.
Top Software to Improve Efficiency at Your Credit Union
Discover the top software solutions that credit unions can use to improve operational efficiency and remain competitive. Learn how technology can benefit credit unions, from improving operational efficiencies and member experiences to reducing reporting burden, addressing compliance requirements, and managing debt.
RPA For Credit Unions: # Best Use Cases and Automations
Looking to boost efficiency and reduce errors in your credit union? Learn how robotic process automation (RPA) can help with our guide to the best use cases and automations for credit unions. Discover the benefits of RPA, including improved employee morale, fewer errors, increased productivity, and reduced costs.
Fintech Software Your Credit Union Should Be Using
Learn about fintech software that can help your credit union compete. From payment gateways and mobile banking to blockchain and digital banking solutions, discover the benefits and types of software that can enhance your traditional banking services.
Banking Software Solutions: How Can Credit Unions Take Advantage?
Credit unions are increasingly turning to banking software solutions to stay competitive in the industry. Discover how credit unions can take advantage of these powerful tools.
Digital Onboarding Solutions for Credit Unions
Considering different digital onboarding solutions for credit unions? See how starting a new one or optimizing an old can benefit your financial institution's growth.
6 Best Digital Marketing Solutions for Credit Unions
Digital marketing has been around in the financial industry for years. But did you know of these top 6 digital marketing solutions for credit unions?
How Credit Unions Use a Digital Customer Engagement Platform
Learn more about digital customer engagement platforms and how they can benefit credit unions and other financial institutions.
Loan Origination Software: How to Get the Best Pricing
Loan origination software pricing can sometimes be difficult to understand. Read our latest post answering how to get the best option.
What Are Compliance Management Solutions?
Discover what compliance management solutions are and how your credit union can benefit in one of our latest posts.
The Advantages of Cloud Computing in Banking
What is cloud computing and why is it needed in banking? Read how your credit union or bank can maintain a competitive edge with innovative technology.
What Is Digital Banking? A Complete Overview
What is digital banking and how can such services be useful to you? Read our latest guide covering this topic and more to get started and grow.
How to Improve Your Customer’s Journey With User Experience Services for Banking
As the desire for a better user experience among banking increases, we break down how to improve your services for a better customer's journey.
The Challenges of Digital Banking Account Opening
Digital banking account opening software is the first step to a better digital customer experience at your bank, but it’s often the hardest.
Regulatory Compliance Solutions: Why You Need it
What is regulatory compliance? And why might you need a solution to keep up? Read all this and more inside our latest post.
How Do Credit Unions Benefit From E-Banking Services?
As more and more aspects of finance move online, smooth customer onboarding is more important than ever.
Reducing Customer Acquisition Cost
Why are acquisition costs so difficult? How do you lower your CAC? Find out more in our post covering banking customer acquisition costs.
What is Fraud Analytics?
What is fraud analytics and how do financial organizations combat it? Read all this and more inside our complete guide for the banking industry.
Digital banking trends for 2022
Here are some of the most notable digital banking trends to keep an eye out for in 2022.
How cloud banking is transforming the industry
As community banks and credit unions work to provide the digital-first approach customers desire, they're increasingly turning to cloud solutions.
What is digital onboarding?
Digital onboarding is the process of bringing a new customer into the organization’s system using online and virtual methods.
Best Practices in Digital Lending
Digital lending is transforming the banking and finance industries, and if implemented well, can massively improve customer experience and greatly reduce costs.
Core banking solutions
A primer on core banking solutions - the need for one, key considerations and the most common options you'd run into
Why do some account opening initiatives fail?
Despite years of progress in terms of both technology and service, digital account opening remains a challenging prospect for many banks
The digital transformation in banking
Many of the changes in banking that have already occurred have been able to take place because of digital transformation.
Customer onboarding 101
Now more than ever, banks and credit unions need to have their customer acquisition model mapped out ahead of time.
Understanding the Customer Acquisition Model
Now more than ever, banks and credit unions need to have their customer acquisition model mapped out ahead of time.
Digitally onboarding clients to your Core Banking System
Innovating outside and integrating with your core banking system is enabling financial institutions to grow faster and stay competitive more than ever before.
Customer Identification Programs: What You Need to Know
The Customer Identification Program/KYC, outlined in the USA PATRIOT act, is meant to limit and track criminal activity – here’s what you need to know.
4 Trends Impacting the Future of Fintech
The future of fintech is bright, with many new innovations set to change the world of finance. Here’s what you need to know.
Banking as a Service (BaaS) Explained
The adoption of BaaS platforms is increasing steadily, and the growth has been aided by mobile banking, digital payments, and net banking.
What Makes a Truly Great Digital Financial Product?
Digital financial products are a must if you aim to remain competitive in the financial market.
Why Customer Digital Experiences Are Every Bit as Important as Their In-Person Experience
More and more people are switching from in-person to online banking, particularly when it comes to completing easy tasks such as checking their balance or transferring money.
7 Types of Digital Financial Products That Could Take Your Company Further
Financial technology, or FinTech, is in the midst of its greatest leap forward since the ATM was invented.
8 Goals Your Financial Digital Products Should Achieve
When it comes to financial digital products, the most profitable businesses always look for ways to create the best offer for their customers.
11 Signs Your Organization Could Use a New Fintech Platform for Customers
As customers increasingly transact business online, their expectations for a fast and highly capable fintech platform continue to grow.
7 Keys to Creating Successful Digital Financial Products
It's no secret that customers want a great experience with online financial products.
AI-powered decision making for the bank of the future
Strengthening customer relationships and lowering costs using artificial intelligence
Are you really innovating around customers’ needs?
Often customers have difficulty articulating the problem they are trying to solve and too many companies put their products first.
How to build a digital brand that lasts
What makes a brand last? Knowing the answer is what separates sustainable success from eventual obscurity.
The coming $68 trillion wealth transfer
For financial advisors, the transfer of wealth from baby boomers to heirs over the next two decades is a bit like climate change.
Every company should have an employee hardship fund
Levi Strauss & Co.’s Red Tab Foundation has created The Employee Hardship Fund Playbook to help companies
Why you should consider a tax-advantaged employee hardship fund
In a time when many employees are struggling financially, corporations are turning to a new method of assistance (that reduces the administrative overhead and increases tax efficiency).
Donor-advised funds in the new decade
Donor-advised funds (DAFs) saw hockey-stick growth in past decade. What lies ahead for the fastest-growing giving vehicle in the 2020’s?
COVID-19 and the technology tipping point for companies
A new survey finds that responses to COVID-19 have speeded the adoption of digital technologies by several years.
Employee engagement & making a difference
Wharton’s Adam Grant sheds light on a powerful way to increase motivation and productivity.
COVID-19: Shaping the future through digital business
As the pandemic shuts down the physical world, everyone is assuming that the digital world will step in and fill the chasm. But is that realistic?
Transforming the US consumer bank for the next normal
A “wait and see” approach to transformation will not work in consumer banking. Instead, it is a moment for radical creativity.
In a K-shaped recovery, lean on major donors
America’s nonprofits are under enormous pressure. This seven-step guide is for nonprofit fundraising during the pandemic.
Employers must ensure the safety of home workspaces
As businesses shift to work-from-home, the line of responsibility for the workplace also changes — and goes outside “the office” or “the factory.”
Why good leaders make you feel safe
What makes a great leader? Simon Sinek suggests it's someone who makes their employees feel secure.
Leading with purpose: Spreading calm, positivity, and tangible support during COVID-19
Communications from CEOs illustrate how their organizations are making decisions aligned to core purpose in this time of crisis.
The 3 things employees really want: career, community, cause
According to an analysis of Facebook employees, when it comes to an ideal job, most of us are looking for a career, a community, and a cause.
Why corporate purpose statements often miss their mark
Analysis of nearly 2,000 CEOs’ description of their company’s purpose reveals that most omit a critical detail: why their company is in business.
Glossier built a cult brand and a digital community, but what’s next?
Glossier considers new marketing strategies that move beyond organic community support. But what does that mean for its loyal digital community?
The pandemic recession demands a digital response
Digital transformation was never optional. But most firms treated it that way, applying digital technology in dribs and drabs — until COVID-19
Overcoming the innovator’s paradox
Although many people say they like radical ideas, the greater the risk and uncertainty, the more skittish potential supporters become. Fortunately, there are strategies for breaking through.
Building and scaling the world's fastest growing mobile bank
Setting a bold vision, adapting the business to respond to market feedback, and putting customer satisfaction first has enabled digital-banking start-up N26 to grow rapidly into a global bank valued at $3.5 billion.
10 ways to unlock referrals during COVID-19
Based on our experience working with fraternal organizations and helping thousands of members engage digitally, we’ve identified ten ways you can delight your members, and unlock referrals today.
Interviews & Panel Discussions
Banking breakthroughs and celebrations
A podcast episode on Bankadelic featuring Philip Paul (CEO @ Cotribute) and other fintechs.
Achieving cross-departmental automation gains
A conversation with John Holt (CEO, Nutmeg State Financial Credit Union) on Finapotamus.
Why the money laundering fight is going to the next level
Discussion on American Banker featuring Philip Paul (CEO, Cotribute)
Growing deposits and membership
A podcast discussion on CUInsight featuring Philip Paul (CEO, Cotribute)
The three things growing credit unions are good at
A conversation with Pat Ahern (COO & President, Nutmeg State Financial Credit Union) as part of the "Learning from the Leaders in the Credit Union Industry" series.
