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Credit unions Member experience
November 21, 2024 / December 11, 2024 by David Deckelmann | Leave a Comment
As 2025 approaches, credit unions must embrace real-time surveys as a strategic tool to anticipate member needs, enhance experiences, and stay competitive in a rapidly evolving financial landscape.
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Credit unions Strategic Survey Ideas Survey strategy
November 21, 2024 / November 21, 2024 by David Deckelmann | Leave a Comment
Discover five essential survey questions to reconnect with unengaged credit union members and actionable strategies to win them back.
How-to Guide Member Insight
September 19, 2024 / November 15, 2024 by Charlene Foley | Leave a Comment
Create a truly member-centric credit union, by ensuring member voices aren't just heard, but acted upon.
July 2, 2024 / November 11, 2024 by Charlene Foley | Leave a Comment
Whether your Member Experience (MX) initiatives began years ago or just recently, identifying “Quick Wins” can provide immediate improvements. Quick Wins are fixes that can be done independently, with minimal technology impact, and typically within 1-3 weeks. These tasks should not significantly impact workloads but can address persistent issues that have not been prioritized. Examples […]
Livesurvey product Member Insight
June 20, 2024 by David Deckelmann | Leave a Comment
We love helping credit unions understand their members (and thus, their organization) better. To further this mission, we’ve partnered with Senso AI.
How-to Guide
June 5, 2024 / June 6, 2024 by David Deckelmann | Leave a Comment
In a nutshell: Survey responses are data. How you interpret that data is the analysis. The easiest way to begin that analysis is by sorting survey responses into “buckets.”
Member experience
May 21, 2024 / November 11, 2024 by Charlene Foley
Not all Member Experience (MX) Teams are alike. The best thing you can do is ensure yours doesn’t get shaped and matured haphazardly. I have built Member Experience functions and teams from scratch and look forward to working with your credit union should you need help assessing and refining yours. Three main factors influence the […]
March 26, 2024 / November 11, 2024 by Charlene Foley
If you’re responsible for crafting ongoing or ad hoc reports for leadership at your Credit Union, it might be time for a “freshen up.” When your audience includes leaders, executives, and/or your board, your objective is to capture: Listening to Members: Start by showcasing how you’ve listened to your members. This typically involves member surveys […]
Credit unions
March 20, 2024 / March 26, 2024 by David Deckelmann | Leave a Comment
The credit union member experience used to surpass that of other financial institutions. But as banking practices grow increasingly digital, can credit unions keep up?