Katie Stone

3 weeks ago | cuinsight.com | Jason Stverak |Nick Coleman |Bill Brown |Katie Stone

The Community Development Financial Institutions (CDFI) program has been a cornerstone of financial empowerment for underserved communities for over 30 years. Following President Trump’s March 14 executive order seeking to scale back the CDFI Fund, concerns have mounted over the potential consequences of this decision. However, there has been recent reports that the Treasury has stated all CDFI programs are legal.

Dec 4, 2024 | cuinsight.com | Kristi S Kelley |Tom Pierce |Doug Williams |Katie Stone

Credit unions face a pressing challenge: how to drive growth and innovation when legacy core systems hold them back. This isn’t just a technology problem—it’s a strategic transformation imperative to meet modern member expectations and operational demands. Future-proofing begins with taking a strategic pause or recalibration to open new avenues for solutions-assessing legacy systems’ capabilities or building a foundation for a new resilient, adaptable core.

Nov 27, 2024 | cuinsight.com | Doug Williams |Katie Stone |Darren Smith |Tom Pierce

Digital technology has been reshaping the financial sector at an amazing speed. To remain competitive, credit unions face the challenge of embracing digital transformation while retaining the personal touch of their member-first business model. Fortunately, digital technology can actually be used to help credit unions form a deeper understanding of their members and serve them in a way that is more relevant, personalized, and efficient.

Nov 27, 2024 | cuinsight.com | Katie Stone |Darren Smith |Tom Pierce |Ann Davidson

Every credit union wants to be the resource members turn to when they have a financial need or challenge. But what does it take to become the choice members think of first? The best mortgages? Great CD rates? Low fees? Those are important, of course, and credit unions tend to have a leg up when it comes to rates and fees. But are these the secret to go-to status? CO-OP CU thinks there’s a better way.

Sep 18, 2024 | cuinsight.com | Katie Stone

Your website is one of your credit union’s most critical marketing workhorses—no surprise at a time when most consumers (71%) prefer to manage their financial accounts through digital channels. But is it working as hard as it could be to deliver an experience that engages your visitors, improves their financial well-being, and boosts your bottom line, too? Five simple questions can help your credit union get the most out of this vital investment.