CU Resource Library

Guide

Thursday, July 17, 2025 Chimney

6 Ways NerdWallet Is Stealing Your Members (And What To Do About It)

This guide breaks down six specific ways fintechs like NerdWallet are capturing your members’ attention—and their business—before they ever reach your website. Learn how to fight back with embedded tools, smarter data, and digital-first tactics that keep members engaged inside your ecosystem.

Guide

Friday, July 11, 2025 Chimney

How to Guide: 6 Ways to Win Home Equities and REFIs in a Down Market

Discover 6 strategies to help credit unions win more HELOCs and refis in a high-rate market—using real-time property data, smarter targeting, and automated campaigns to compete with digital-first lenders.

White Paper

Wednesday, July 9, 2025 Franklin Madison

Your Customers Have Insurance Gaps—Are You Letting Someone Else Fill Them?

Did you know that roughly 50% of Americans are underinsured or completely lack essential coverage? That means half of your consumer base could face financial devastation due to an unexpected event—whether it’s a medical emergency, a car accident, or identity theft.

Case Study

Tuesday, June 24, 2025 Lodestar

Is Your Marketing Strategy Proactive — Or Just Playing Catch-Up?

CMOs and marketing leaders are under pressure to prove ROI, personalize at scale, and deliver real-time engagement. But if your data strategy is reactive, you're already behind. In this guide, discover how proactive data use can transform your marketing from guesswork to growth-driving machine.

White Paper

Wednesday, June 11, 2025 Franklin Madison

Why Improving Member Engagement Is Critical for Credit Unions in 2025

What used to be a close, values-based relationship is becoming increasingly fragmented. Many credit unions are seeking deeper insights into their members’ evolving needs and levels of engagement.

Research / Report

Thursday, June 5, 2025 Elan Credit Card

Virtual Cards Are Going Mainstream. Is Your Credit Union Ready to Compete?

Digital-first members expect seamless, secure payment options — and virtual cards are leading the charge.

White Paper

Wednesday, May 7, 2025 LEVEL5, LLC

The Future of Branching: Rethinking Credit Union Locations for Growth and Member Engagement

Discover how to transform your branches to meet evolving member expectations while boosting efficiency and ROI — backed by real data and expert insights.

Guide

Tuesday, May 6, 2025 Franklin Madison

How Credit Unions Can Retain and Serve the Next Generation of Wealth Stewards

When generational wealth is transferred, 80% of heirs say they’ll switch financial institutions. This guide shows how credit unions can build loyalty with the next generation—before the transition ever begins.

White Paper

Thursday, May 1, 2025 Elan Credit Card

5 Steps to Mobile App Success

This new whitepaper outlines the must-haves for a high-performing mobile banking experience

Research / Report

Monday, April 7, 2025 Franklin Madison

Why Insurance Should Be a Centerpiece of Your Financial Wellness Strategy

Insurance crosses different generations and life stages to play an important role in financial health for all consumers. Read our latest report to see why it should be a centerpiece of your financial wellness strategy.

On-Demand Webinar

Monday, March 3, 2025 LemonadeLXP Inc

One Bank | One Voice

Join us to learn how to sync employee training and member education for a seamless, consistent message. Get practical tips to build trust and loyalty—whether you’re in Training, Member Experience, Retail Ops, or the Contact Center.

On-Demand Webinar