Results for : financial services

Let’s #CUImagine: Carolinas Credit Union League Annual Meeting

The perfect vacation? Sunshine, blue skies, and plenty of inspiration! The folks organizing the Carolinas Credit Union League Annual Meeting got it all right -- including the perfect weather! Imagine 2022, held in Myrtle Beach, South Carolina, was full of good fun, great conversations, and amazing views. Still, this wasn't…

SCUCE 2022: Credit Union Magic in Orlando

Orlando, Florida, is seen by many as a totally magical place. Perhaps it's the beautiful weather, perhaps it's the golf, or perhaps it's the world-famous theme park down the road...? For many, the answer is "all of the above", and members of the League of Southeastern Credit Unions & Affiliates…

Improve Your Credit Union’s Social Media Presence With These 6 Tips

Social media is increasingly becoming a bigger and bigger part of people’s everyday lives. So, if you want your credit union to have a consistent presence in your members’ lives, it’s important to maintain a strong social media presence. Creating popular social media posts across a variety of channels requires…

Why Are We Here? CU FinHealth and the Value of Financial Well-Being

If you believe that it is the role of financial institutions to simply hold onto peoples' money for a while and then give it back to them, you'd have learned a lot at CU FinHealth last week! Now in its sixth year, "CU FinHealth brings industry leaders together to examine…

Crypto Mania: Bitcoin 2022

In a world carefully and hopefully emerging from pandemic lockdowns, what would get you excited enough to plunge into a huge gathering of 25,000 people? Okay, we know you already read the title above, so we'll cut right to the answer: It's cryptocurrency -- in this case, Bitcoin. Bitcoin 2022,…

#CreditUnionGrowth

Some of our favorite clients are credit unions, and one of our favorite topics is growth, so it's no surprise that this week found us in Greenville, South Carolina, for a Strategic Growth Conference hosted by NAFCU (The National Association of Federally-Insured Credit Unions). Beautiful weather, great sessions, and awesome…

Customer Loyalty in Banking: From Detractors to Promoters in Six Months

Customer loyalty is crucial for any business, but in banking, it’s particularly critical. With so many competitive pressures from traditional financial institutions, fintech, and evolving customer demand, it’s more important than ever for banks and credit unions to better understand their customers – and how to win their loyalty. In…

Customer Experience (CX) Trends in Financial Services in 2021

It's the busiest shopping season of the year, and companies are working hard to get you to spend your hard-earned money on the goodies they offer. Banks and others in the financial services industry are competing for your cash, too, even though they've got a slightly different goal. What do…

Uncovering Key Insights to Increase Customer Satisfaction in Retail Banking

On November 10, SoGoSurvey hosted a webinar titled “Uncovering Key Insights to Increase Customer Satisfaction in Retail Banking.” The webinar explored the key drivers of the customer and member experience and how they can help financial institutions to optimize engagement and boost satisfaction and loyalty. Challenges facing financial institutions Today’s…

All in the Family: Learning (and Unlearning) Fiscal Habits

Whether we like it, love it, hate it, or go to therapy to understand it, our families generally pass down their habits, beliefs, and that seemingly endless supply of gym bags from the 90s (if you’re my parents). Unlike your height or the color of your hair, those habits, beliefs,…

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