Insight Series

Our latest thinking on the issues that are timely and relevant to inspire, empower, transform, and guide the financial industry and executive leadership.

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Data

Creating Data Success in 2022

June 9, 2022 — Data is the fuel that puts the rubber on the road. Data-driven experiences are a long road, and credit unions will succeed through a walk, run, and ballet approach. The elements that will maximize success thru data come from understanding and servicing members’ needs.

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Personalization

Personalization at Scale – Unlock the Value for Financial Institutions

April 13, 2022 — The demand for personalization is part of a larger growing trend that is taking the financial service industry by storm. A broad change in how account holders have switched to more digital financial solutions since the pandemic started, are increasing the demand for greater personalization. In a saturated financial market with many new digital only options, personalization at scale will be the key factor driving future growth.

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Strategy

Basic Personalization Email is Dead, Build Relationships That Email Can’t

April 5, 2022 — Financial Institutions (FIs) are sending out offers and other messaging to individuals in email and are convinced they are generating a personal experience. Generic automated email offers don’t cut it for today’s digital-savvy consumers. They expect relevant individualized advice, education, and benefits tailored to their life stage, financial goals, and personal needs.

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Strategy

The Value of a Rock-Solid Digital Engagement Strategy in 2022 for Credit Unions

February 2, 2022 — The past two years have shown a harsh light on the gaps in digital engagement for credit unions. Members have struggled with getting an individualized experience for their banking needs.

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Strategy

The Value of a Rock-Solid Digital Engagement Strategy in 2022 for Banks

February 2, 2022 — The past two years have shown a harsh light on the gaps in digital engagement for banks. Customers have struggled with getting an individualized experience for their banking needs.

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Technology

Credit Unions and How Technology is Driving Disruption Moving into 2022

January 27, 2022 — The demand for personalization is part of a larger growing trend that is taking the financial service industry by storm. A broad change in how account holders have switched to more digital financial solutions since the pandemic started, are increasing the demand for greater personalization. In a saturated financial market with many new digital only options, personalization at scale will be the key factor driving future growth.

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Technology

Banks and How Technology is Driving Disruption Moving into 2022

January 27, 2022 — The demand for personalization is part of a larger growing trend that is taking the financial service industry by storm. A broad change in how account holders have switched to more digital financial solutions since the pandemic started, are increasing the demand for greater personalization. In a saturated financial market with many new digital only options, personalization at scale will be the key factor driving future growth.

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Technology

2022 Priorities for Credit Union CIOs’ Continued Success

December 20, 2021 — Many have realized their goals are unreachable without engaging in technology. The further away IT is from the member, the less it can understand what members value and technology’s role in delivering that value. CIOs need to marry their tech leadership duties with their business drivers to help their credit unions grow.

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