The Technology Trends Credit Unions Should be Watching

Posted by Joyce Colin


Credit unions face an array of challenges when it comes to keeping up with the latest technology trends. From growing member relationships with the latest online and mobile solutions, to keeping those same members protected from cyber attacks, credit unions have a lot of technology balls in the air.

Here’s the top five technology trends that have an almost-daily impact on credit unions.

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Topics: Sales & Marketing, Customer Experience

Making Things Simple: How Lakeland Bank Used 360 View to Simplify and Connect Operations

Posted by David Acevedo


Photo credit: The Sparta Independent

Management gurus tout the value of building successful companies with an eye towards truly knowing not just what they do and how they do it, but why they do it. Lakeland Bank, based in northern New Jersey, already knew the “why” behind their brand: to make banking simple. Each customer transaction is an opportunity to show customers that banking doesn’t have to be a chore. “We connect our customers to all the possibilities in their financial profile, and we make it as simple as possible,” says Ellen Lalwani, Lakeland Bank’s executive vice president and chief retail officer. Through this commitment to connection and simplicity, the bank has built a loyal customer following. In the words of one business banking customer, “…Lakeland is there to do things I really don’t think any other bank would do.” But there was a challenge: Lakeland’s internal business processes were hardly simple — or connected.

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Topics: Goal and Incentive Plans, CRM

How Universal Bankers Break the Silo Culture

Posted by Keith Twisdale


“Silos of expertise.” “Working in silos.” Given how often we use “silo,” most of us should be walking around with hayseeds perpetually stuck in our teeth. For banks and credit unions, however, silos are disappearing fast. Technology and changing customer demands drive financial institutions to address the isolation that lies at the heart of “silo” culture with new solutions. The “universal banker,” also known as a “universal teller,” has emerged in recent years as a critical linchpin to help financial institutions connect a customer’s mobile, online and in-branch banking experience.

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Topics: CRM, Customer Experience

The Human Side of Customer Experience: Digital Transformation 2.0

Posted by David Acevedo


Most banks and financial institutions have realized the cost reduction benefits of digital transformation. But for 2018, new technologies must go beyond achieving greater efficiencies and focus instead on creating more authentic customer engagement. That’s the consensus of over 100 global financial services leaders, who were asked by The Financial Brand for their thoughts on 2018 trends and predictions for the industry .

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Topics: Customer Experience

Bank Branding Dos & Don'ts

Posted by Rebecca Key


Remember how disruptive the first automated teller machines were for banks? Neither do we. Whether we recall it or not, the arrival of ATMs did set off a kind of brand disruption for financial institutions, and point toward a list of branding dos and don’ts that remain relevant today.

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Topics: Sales & Marketing, CRM, Customer Experience