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.

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.

Guide

Thursday, May 8, 2025 Boost.ai

A Buyer’s Guide to Conversational AI

Your guide to choosing the right conversational AI platform. Know what to look for. Know what to ask. Avoid the common mistakes.

Guide

Wednesday, April 30, 2025 Boost.ai

The Complete Guide to Chatbots for The Financial Services Industry

Discover how conversational AI can significantly improve customer experience in the financial services industry!‍

Case Study

Monday, April 14, 2025 Invo Solutions

Five County Credit Union Reaches The Unbanked Through Innovative Strategies

Motivated by relentless community care, Five County searched for a vendor to help continue expanding without adding extra burden to its staff- Enter Invo.

Guide

Monday, February 24, 2025 Franklin Madison

Four Areas to Assess and Grow in 2025

Learn how you can increase engagement and bolster growth in 2025 and beyond.

White Paper

Wednesday, January 22, 2025 Franklin Madison

Winning Over Younger Generations with a Modern Customer Experience

Crafting a well-tailored customer experience—both online and off—is the most effective way to build and maintain customer loyalty.

Research / Report

Wednesday, December 11, 2024 InvestiFi, Inc.

Serving the Underserved Investor: How Community Financial Institutions Can Bring Investing Inside To Win

Understanding digital investing behavior is key to knowing what your members want and need in that experience – and why.

eBook

Tuesday, December 10, 2024 LemonadeLXP Inc

Turn Your Frontline Staff Into Digital Advisors

The eBook guides credit unions in transforming frontline staff into confident digital advisors through gamified learning, practical training, and AI-powered support tools.

Research / Report