From feedback to forecast

David Deckelmann in Credit unions, Strategic Survey Ideas

Planning for 2026: Let Member Feedback Shape the Future

How Credit Unions Can Use Member Feedback to Drive 2026 Strategic Planning As 2025 winds down, (ok yeah we’re only in Q3 but let’s face it, it goes quick!) credit unions are already looking ahead to 2026, and the most forward-thinking institutions are turning to one powerful resource to guide their planning: real-time member feedback. […]

David Deckelmann in Credit unions, Livesurvey product, Member experience

Closing the Gaps: Why Fixing Customer Experience Failures Must Be a Priority and How LiveSurvey Helps

Why LiveSurvey aligns perfectly with the five strategic fixes in the Amdocs report: For banks and credit unions, customer experience (CX) has become a make-or-break factor in building trust, deepening relationships, and driving long-term loyalty. As financial institutions adapt to digital transformation, changing consumer behaviors, and rising service expectations, it’s clear that traditional approaches to […]

credit

David Deckelmann in Credit unions, Strategic Survey Ideas, Survey strategy

5 Survey Questions to Ask Your Unengaged Members—and How to Win Them Back

Discover five essential survey questions to reconnect with unengaged credit union members and actionable strategies to win them back.

credit union member experience function and team

Charlene Foley in Member experience

Assess Your Member Experience Function and Team

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 […]

credit union member experience reports

Charlene Foley in Member experience

Spring Cleaning Can Also Apply to Your Member Experience Reports… Learn How!

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 […]

what to do with credit union survey data from livesurvey

Charlene Foley in Survey strategy

I Have Survey Data… Now What?

It’s okay to be in this (good) dilemma. If you are new to your role of collecting member feedback or a veteran needing some fresh ideas, relish in the fact that you are sitting on a goldmine. You have data that holds the answers to the actions your company should take on behalf of your […]

credit union member centric culture

Charlene Foley in Survey strategy

Culture Eats Strategy for Breakfast

We’ve all heard this saying before, but I can promise you from first-hand knowledge (a few times over), it is absolutely true. And the best part, as a Member Experience leader in any shape or form that you serve, you have an influential role to play. For my first blog post, I wanted to start […]

credit union survey drip campaign

David Deckelmann in Survey strategy

The Value of Drip Campaigns (in Member Satisfaction Surveys)

Member satisfaction surveys can be really misleading if you do them wrong. There are countless reasons why you might get inaccurate or biased results: You ask the wrong question You ask the wrong people You send surveys at the wrong time The list could go on. However, let’s not focus on what to avoid. Rather, […]

frustrating credit union survey

David Deckelmann in Survey strategy

Survey Pro Tip: Don’t Ask for Info You Already Have

Every data analytics company will be happy to tell you how much data your credit union has. In fact, if you have data folks on your team, they’d be happy to tell you all about it. And all those data people will also tell you that much of that data goes unused. So, why are […]