Using data to create a unique member experience

first_imgEnhancing member experience has been the subject of many blogs and white papers, and there is a reason why this topic is so popular. In fact, there are three good reasons why this topic is especially relevant now.Competition– Competition among financial institutions, challenger and online banks is getting fierce. Banks and online financial institutions like Marcus and Ally need your members’ deposits to fund their loan activity, and are offering higher returns for their business. Also, the huge credit card issuers want to put their cards in your members’ wallets, and are enticing them to do so with sign-up bonuses. Plus, every financial institution wants your best members’ loan activity on their income sheets.Technology– Technology has become affordable for credit unions of nearly any size. The technology to harvest data to drive decision making, segment your members, create targeted offers, and get a real-time view on each member, is much more accessible. continue reading » ShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblrlast_img read more

How to set yourself up for success when returning from vacation

first_imgSummer is a weird mix of busy and slow times. Many people take time off for vacations, leaving those in the office to fill in while they’re gone. And when you come back, there’s the full inbox to sort through and projects to catch up on.But returning from time off doesn’t have to be stressful. Aaron Levy, a leadership expert and member of the Forbes Coaches Council, has three steps to help leaders be more strategic. These are good tips to get you in the right mindset when you return from a vacation, and keep you on track throughout the year.Reflect on the past week. Take stock of recent accomplishments and setbacks. If you’re returning from time off, what were you able to get off your plate before you left and what is waiting for you? It’s also important to consider where your goals currently stand and how you can continue working toward them. Be sure to communicate expectations to your team so they are aware of potential gaps and keep you informed of progress.Plan the week ahead. Being caught off-guard for a meeting or project deadline adds unnecessary stress. Take a look at your calendar – either before leaving for the weekend or right when you start the week – and determine what you need to prepare for. Even if you have an assistant who keeps you on track, it’s important to be aware of what’s coming. Writing a to-do list will jog your memory and help you prioritize and prepare. 1SHARESShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblr continue reading »last_img read more