This summer I had the opportunity to interview a number of credit union executives and chat with them about their experiences with online account opening and their thoughts about the future for community financial institutions. Not only was it great to hear the client side of things, but it also provided me with insight into […]

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More thoughts inspired by BankThink’s ” The Future Model of Banking “ series: It’s clear that the banking industry is currently in a period of transition sparked by important changes in regulation and the widespread consumer adoption of online and mobile technology. For the last 30 years the industry has been continuously consolidating, dropping from […]

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In the majority of my recent interviews with credit union executives, the word “dinosaur” was used to describe financial institutions that haven’t quite been keeping up with the times. The first time it was mentioned, I giggled, but by the third time, I realized it was a serious concern amongst financial executives. They winced at […]

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Originally published on CUInsight .   Last week I participated in a tweet chat hosted American Banker’s BankThink blog, the culmination of “The Future Model of Banking” series they ran in the last two weeks of July that explored the question: What is the future model of banking? What products and services will tomorrow’s banks […]

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Today the consumer is king. And the consumer demands to be able to bank anytime, anywhere. To meet this challenge, banks have been striving to automate the capabilities of the traditional branch and deliver them to the consumer’s personal device. It seemed that some services, such as financial advice and product suggestions, would never become […]

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Originally published on The Financial Brand . This post is Part 2 in our Social Media Blog Series – Read Part 1, “7 Tips for Credit Unions in Social Media”, here . Social media consultants have been offering free advice to financial institutions for years, but there are just some things banks and credit unions […]

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