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1 month ago | 
cuinsight.com | Robert McGarvey |Sean Galli |Kurt Klassen |Casey Boggs
Don’t tell Christine Blake her credit union is too small to play in the big leagues. She’s CEO of $350 million Cardinal Credit Union headquartered in Mentor, Ohio and Blake is acutely aware that her institution is not one of the big players in financial services.
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Jan 16, 2025 | 
cuinsight.com | Devesh Khare |Susan Toalson McGinty |Sean Galli
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Jan 15, 2025 | 
cuinsight.com | Har Rai Khalsa |Susan Toalson McGinty |Sean Galli
Nobel was a college student with big dreams but barely enough in his bank account to cover tuition and textbooks. He spent his evenings poring over his coursework, eating instant noodles to stretch his budget, and dreaming of the day his hard work would pay off. One day, Nobel stumbled across an ad promising a $700 bonus for switching to a new financial institution. A quick transfer of funds and a direct deposit setup were all it would take.
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Jan 8, 2025 | 
cuinsight.com | Susanne Biro |Scott Butterfield |Greg Crandell |Sean Galli
As a CEO or EVP, the question of whether to retain or let go of a senior executive can be one of the most difficult decisions you face. Their performance impacts not only your bottom line but also your organizational culture, team morale, and long-term success. This is where an executive coach becomes a critical resource. Whether you need to elevate a leader’s performance or confirm that a transition is inevitable, coaching provides clarity, direction, and actionable insights.
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Jan 7, 2025 | 
cuinsight.com | Scott Butterfield |Greg Crandell |Sean Galli |John Vardalas
Your Credit Union Partner 2024 was another dynamic year for credit unions across the country.
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Jan 7, 2025 | 
cuinsight.com | Greg Crandell |Sean Galli |John Vardalas |Jim Nussle
In early 2020 I started writing about cybersecurity issues in these pages, beginning with the following statement: “Every year organizations everywhere, including credit unions and the world’s most sophisticated companies, increase their investments in the best firewalls, industry leading antivirus software, strong cybersecurity education programs, and top cyber talent, all to create robust defense policies and monitor their infrastructures.
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Dec 11, 2024 | 
cuinsight.com | Sean Galli |Diego Achio |Melissa Kopp |Scott Butterfield
There’s no greater gift to give your competitors this holiday season than a spurned member. And sadly … it’s not a hard gift to give. As Warren Buffet says, “It takes 20 years to build a reputation and five minutes to ruin it.”Once you tarnish your relationship with a member—once you breach his or her trust—it’s incredibly challenging to recover. That means you can’t be reactionary when it comes to member trust.
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Oct 8, 2024 | 
cuinsight.com | Sean Galli
In Building a StoryBrand, Donald Miller outlines how the best brands and most resonant marketing imitate the structure of traditional stories. There are seven parts to building a bank or credit union brand story. What does this look like for you? Let’s dive deeper. 1. The Hero – Who’s this? First of all, it isn’t you. It’s your members or customers. Your brand exists because of them, so they should be the center of your brand. But this looks different for everyone.
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Oct 7, 2024 | 
cuinsight.com | Sean Galli
What’s the “s” word? It’s probably not the one you’re thinking of, but it’s still considered a curse word by many credit union professionals. The mere mention of it makes some shudder and twist their faces in disgust. Drum roll please … it’s sales! (Oh, the horror!)That’s right, sales is a necessary part of your marketing. And going back to the title of this article, you should do more than begrudgingly accept its presence. You should love sales in your credit union marketing. Why?
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Oct 4, 2024 | 
cuinsight.com | Sean Galli
In the world of bank and credit union marketing, teaming up with a marketing agency can be a game-changer. It can save you resources, time and frustration. But many institutions have (entirely fair) objections to it. Let’s roll up our sleeves and tackle these objections head-on. Who knows? By the end, you might just be ready to engage a marketing partner. The money argument is a classic one, and it’s also an important one for financial institutions to consider. Budgets are tight.
