Blog Scam-Proofing Credit Unions: Five Expert Tips to Combat Fraud Fraudsters no longer come through your front door- they come through your phone. We recently sat down with Greg Olmsted, President and CEO of North Alabama Educators Credit Union for our T.I.P.P.S. podcast. Greg has dedicated 38 years to the credit union industry, serving in his current role since 2003. He shared tips on what his credit […] 30 October 2024
Blog Understanding Financial Behaviors with Cara Macksoud: A Deep Dive into Behavioral Finance Have you ever stopped to consider why people make the financial decisions they make? Probably not. However, understanding the psychological factors that influence financial decisions is more personal than you think. On a recent podcast episode, we spoke with Cara Macksoud, CEO of Money Habitudes, who offered her insights into financial behaviors and their impact on […] 27 August 2024
Blog AI in Credit Unions: Using AI to Create a Competitive Edge Are robots taking over the world? Is your credit union considering using AI to gain a competitive edge, or are you still undecided? These are real questions that many credit union executives are currently debating. The idea of robots “taking over” is more science fiction than reality. Current AI is far from the autonomous, sentient […] 22 August 2024
Blog Balancing Personalization and Growth: How Credit Unions Can Thrive in a Digital-First World In our always-on, connected world, the demand for personalized and contextual banking experiences is at an all-time high. However, many credit union leaders feel that balancing day-to-day operations with long-term digital growth strategies is becoming increasingly challenging. At our most recent customer-led credit union roundtable, leaders shared their concerns about maintaining the level of personalized […] 19 August 2024
Blog No Credit Union is Too Small: The Journey Towards Digital Access and Community Cooperation The role of credit unions and their impact extends far beyond balance sheets and transactions. They have the power to transform lives, yet they navigate twists, turns, and unexpected detours along the way to their mission to uplift communities and empower individuals. Creating meaningful change in communities begins with access, and access to financial services […] 27 June 2024
Blog Taps, Swipes, and Stars- Creating a Contextual Banking Experience that Performs Tap here; swipe up: the business of modern banking often happens on your clients’ phones, not your lobby. Digital banking solutions aren’t just a ‘nice to have’ now; they are essential. With each swipe, tap, and star, you have an exciting opportunity to provide a convenient service and build strong, lasting customer loyalty. The opportunity […] 10 June 2024
Blog Tales from NACUSO: Finding Tech Solutions That Work for Members and Staff As a credit union, your mission is to transform lives by creating trust and a solid financial foundation for growth. Members look to you for guidance to simplify and enhance their financial lives. However, you often find yourself grappling with tech solutions that, instead of easing your workload, lead to hours spent on the phone […] 3 May 2024
Blog Top 5 Steps for Financial Institutions to Navigate Cybersecurity and Compliance In a recent podcast episode, Jami Jennings, VisiFI’s Vice President of Digital Product Management and Member Experience, sat down with Joseph Kirkpatrick, Founder and President of KirkpatrickPrice, to discuss the cybersecurity challenges facing financial institutions today. Tune in here The episode focuses on practical steps to improve security measures. Kirkpatrick emphasizes the importance of conducting risk assessments […] 26 March 2024
Blog Future-Proofing Your Credit Union: Preparing for the Next Generation of Consumers Discussions on reaching Millennials and Gen Z have become commonplace in the finance world, but a micro-demographic group including individuals from both groups is establishing itself as a unique market for credit unions to reach: The Zillennial. Whereas Millennials consist of those born roughly between 1981-1996, and Gen Z consists of those born between 1997-2012, […] 18 October 2023
Blog Unlocking Growth and Member Engagement: The Crucial Role of Data Analytics In the dynamic and rapidly changing digital era, credit unions are finding themselves in a highly competitive financial landscape. To thrive and grow in such an environment, they must harness the power of data analytics. VisiFI, with its focus on helping credit unions succeed, recognizes the significance of data analytics in enabling these organizations to […] 11 August 2023