Interviews & Panel Discussions

Banking breakthroughs and celebrations

A podcast episode on Bankadelic featuring Philip Paul (CEO @ Cotribute) and other fintechs.

Panel Discussion
Fintech

Achieving cross-departmental automation gains

A conversation with John Holt (CEO, Nutmeg State Financial Credit Union) on Finapotamus.  

Operations
Interview

Why the money laundering fight is going to the next level

Discussion on American Banker featuring Philip Paul (CEO, Cotribute)

Fraud
Banking

Growing deposits and membership

A podcast discussion on CUInsight featuring Philip Paul (CEO, Cotribute)

Growth
Credit Unions

The three things growing credit unions are good at

A conversation with Pat Ahern (COO & President, Nutmeg State Financial Credit Union) as part of the "Learning from the Leaders in the Credit Union Industry" series.

Growth
Interview

Growing in a post-pandemic, agile, rapidly evolving environment

A conversation with Darius Wise (CEO, Red RocksCredit Union) as part of the "Learning from the Leaders in the Credit Union Industry" series.

Differentiation
Interview

Educational Articles

Credit Union Customer Experience: 7 Ways to Improve

Learn how credit unions can deliver personalized engagement to their members while improving their customer experience. Discover the latest trends in customer experience, including mobile apps, artificial intelligence, personalization, and cloud banking.

Customer Experience
Credit Union

How Credit Unions Use Banking Business Intelligence Software

Learn how Credit Unions can use Banking Business Intelligence (BI) Software to make data-driven decisions in an uncertain economy. Discover what BI is, how it works, and how Credit Unions can use it to optimize data sources, improve reporting, enhance member experiences, reduce risk, and personalize marketing campaigns.

Banking Software

Benefits of Modern Core Banking Systems Architecture

Discover the benefits of modern core banking systems architecture and how it can help financial institutions stay competitive in the ever-changing banking industry. Learn about the evolution of core banking, its components and processes, and the limitations of legacy systems.

Core Banking
Systems Architecture

Top Software to Improve Efficiency at Your Credit Union

Discover the top software solutions that credit unions can use to improve operational efficiency and remain competitive. Learn how technology can benefit credit unions, from improving operational efficiencies and member experiences to reducing reporting burden, addressing compliance requirements, and managing debt.

Credit Unions
Banking Software

RPA For Credit Unions: # Best Use Cases and Automations

Looking to boost efficiency and reduce errors in your credit union? Learn how robotic process automation (RPA) can help with our guide to the best use cases and automations for credit unions. Discover the benefits of RPA, including improved employee morale, fewer errors, increased productivity, and reduced costs.

Credit Unions
Automation
RPA

Fintech Software Your Credit Union Should Be Using

Learn about fintech software that can help your credit union compete. From payment gateways and mobile banking to blockchain and digital banking solutions, discover the benefits and types of software that can enhance your traditional banking services.

Banking Software
Fintech

Banking Software Solutions: How Can Credit Unions Take Advantage?

Credit unions are increasingly turning to banking software solutions to stay competitive in the industry. Discover how credit unions can take advantage of these powerful tools.

Banking Software

Digital Onboarding Solutions for Credit Unions

Considering different digital onboarding solutions for credit unions? See how starting a new one or optimizing an old can benefit your financial institution's growth.

Credit Unions
Onboarding

6 Best Digital Marketing Solutions for Credit Unions

Digital marketing has been around in the financial industry for years. But did you know of these top 6 digital marketing solutions for credit unions?

Credit Unions
Marketing

How Credit Unions Use a Digital Customer Engagement Platform

Learn more about digital customer engagement platforms and how they can benefit credit unions and other financial institutions.

Customer Engagement

Loan Origination Software: How to Get the Best Pricing

Loan origination software pricing can sometimes be difficult to understand. Read our latest post answering how to get the best option.

e-banking

What Are Compliance Management Solutions?

Discover what compliance management solutions are and how your credit union can benefit in one of our latest posts.

Compliance
Credit Union

The Advantages of Cloud Computing in Banking

What is cloud computing and why is it needed in banking? Read how your credit union or bank can maintain a competitive edge with innovative technology.

Cloud Computing
Banking

What Is Digital Banking? A Complete Overview

What is digital banking and how can such services be useful to you? Read our latest guide covering this topic and more to get started and grow.

Digital
Banking

How to Improve Your Customer’s Journey With User Experience Services for Banking

As the desire for a better user experience among banking increases, we break down how to improve your services for a better customer's journey.

Customer Journey
Banking
Insights

The Challenges of Digital Banking Account Opening

Digital banking account opening software is the first step to a better digital customer experience at your bank, but it’s often the hardest.

Digital
Banking
Insights

Regulatory Compliance Solutions: Why You Need it

What is regulatory compliance? And why might you need a solution to keep up? Read all this and more inside our latest post.

Compliance
Banking
Insights

How Do Credit Unions Benefit From E-Banking Services?

As more and more aspects of finance move online, smooth customer onboarding is more important than ever.

e-Banking
Credit Unions
101

Reducing Customer Acquisition Cost

Why are acquisition costs so difficult? How do you lower your CAC? Find out more in our post covering banking customer acquisition costs.

CAC
Banking
Insights

What is Fraud Analytics?

What is fraud analytics and how do financial organizations combat it? Read all this and more inside our complete guide for the banking industry.

Fraud
Analytics
Guide

Digital banking trends for 2022

Here are some of the most notable digital banking trends to keep an eye out for in 2022.

Digital
Banking
Trends

How cloud banking is transforming the industry

As community banks and credit unions work to provide the digital-first approach customers desire, they're increasingly turning to cloud solutions.

Cloud
Digital Experience
Banking

What is digital onboarding?

Digital onboarding is the process of bringing a new customer into the organization’s system using online and virtual methods.

Digital
Onboarding
Introduction

Best Practices in Digital Lending

Digital lending is transforming the banking and finance industries, and if implemented well, can massively improve customer experience and greatly reduce costs.

Digital
Lending
Best Practices

Core banking solutions

A primer on core banking solutions - the need for one, key considerations and the most common options you'd run into

Core Banking
Primer
Market Leaders

Why do some account opening initiatives fail?

Despite years of progress in terms of both technology and service, digital account opening remains a challenging prospect for many banks

Transformation
New Accounts
Lessons

The digital transformation in banking

Many of the changes in banking that have already occurred have been able to take place because of digital transformation.

Banking
Digital
Transformation

Customer onboarding 101

Now more than ever, banks and credit unions need to have their customer acquisition model mapped out ahead of time.

Onboarding
Customers
Growth

Understanding the Customer Acquisition Model

Now more than ever, banks and credit unions need to have their customer acquisition model mapped out ahead of time.

Growth
Customers
CAC

Digitally onboarding clients to your Core Banking System

Innovating outside and integrating with your core banking system is enabling financial institutions to grow faster and stay competitive more than ever before.

Core Banking
Fintech
Onboarding

Customer Identification Programs: What You Need to Know

The Customer Identification Program/KYC, outlined in the USA PATRIOT act, is meant to limit and track criminal activity – here’s what you need to know.

Compliance
KYC
Account Opening

4 Trends Impacting the Future of Fintech

The future of fintech is bright, with many new innovations set to change the world of finance. Here’s what you need to know.

Trends
Fintech
AI

Banking as a Service (BaaS) Explained

The adoption of BaaS platforms is increasing steadily, and the growth has been aided by mobile banking, digital payments, and net banking.

BaaS
Service Economy
Growth

What Makes a Truly Great Digital Financial Product?

Digital financial products are a must if you aim to remain competitive in the financial market.

UX Design
Fintech
Pain Points

Why Customer Digital Experiences Are Every Bit as Important as Their In-Person Experience

More and more people are switching from in-person to online banking, particularly when it comes to completing easy tasks such as checking their balance or transferring money.

Fintech
Accessibility
User Experience

7 Types of Digital Financial Products That Could Take Your Company Further

Financial technology, or FinTech, is in the midst of its greatest leap forward since the ATM was invented.

Fintech
Machine Learning
Social Media

8 Goals Your Financial Digital Products Should Achieve

When it comes to financial digital products, the most profitable businesses always look for ways to create the best offer for their customers.

Fintech
Design
Growth

11 Signs Your Organization Could Use a New Fintech Platform for Customers

As customers increasingly transact business online, their expectations for a fast and highly capable fintech platform continue to grow.

Fintech
Growth
User Experience

7 Keys to Creating Successful Digital Financial Products

It's no secret that customers want a great experience with online financial products.

Fintech
A.I.
Pain Points

Illuminating a hidden safety net

Lessons from research into employee hardship funds

Employee Hardship Funds
Research
Aspen Institute

AI-powered decision making for the bank of the future

Strengthening customer relationships and lowering costs using artificial intelligence

AI
Whitepaper
McKinsey

Are you really innovating around customers’ needs?

Often customers have difficulty articulating the problem they are trying to solve and too many companies put their products first.

Innovation
Case Studies
Harvard Business Review

How to build a digital brand that lasts

What makes a brand last? Knowing the answer is what separates sustainable success from eventual obscurity.

Branding
Case Studies
Harvard Business Review

The coming $68 trillion wealth transfer

For financial advisors, the transfer of wealth from baby boomers to heirs over the next two decades is a bit like climate change.

Financial Advisors
Editorial
CNBC

Every company should have an employee hardship fund

Levi Strauss & Co.’s Red Tab Foundation has created The Employee Hardship Fund Playbook to help companies

Employee Hardship Fund
Playbook
Harvard Business Review

Why you should consider a tax-advantaged employee hardship fund

In a time when many employees are struggling financially, corporations are turning to a new method of assistance (that reduces the administrative overhead and increases tax efficiency).

COVID-19
Financial Wellness
Tax Efficiency

Donor-advised funds in the new decade

Donor-advised funds (DAFs) saw hockey-stick growth in past decade. What lies ahead for the fastest-growing giving vehicle in the 2020’s?

DAF
Perspective
Bloomberg

COVID-19 and the technology tipping point for companies

A new survey finds that responses to COVID-19 have speeded the adoption of digital technologies by several years.

Survey
COVID-19
McKinsey

Employee engagement & making a difference

Wharton’s Adam Grant sheds light on a powerful way to increase motivation and productivity.

Wharton
Employee Engagement
Tool

COVID-19: Shaping the future through digital business

As the pandemic shuts down the physical world, everyone is assuming that the digital world will step in and fill the chasm. But is that realistic?

COVID-19
Perspective
Deloitte

Transforming the US consumer bank for the next normal

A “wait and see” approach to transformation will not work in consumer banking. Instead, it is a moment for radical creativity.

COVID-19
Banking
McKinsey

In a K-shaped recovery, lean on major donors

America’s nonprofits are under enormous pressure. This seven-step guide is for nonprofit fundraising during the pandemic.

Nonprofits
COVID-19
Harvard Business Review

Employers must ensure the safety of home workspaces

As businesses shift to work-from-home, the line of responsibility for the workplace also changes — and goes outside “the office” or “the factory.”

Employee Safety
Insights
Harvard Business Review

Why good leaders make you feel safe

What makes a great leader? Simon Sinek suggests it's someone who makes their employees feel secure.

Employers
Video
TED Talk

Leading with purpose: Spreading calm, positivity, and tangible support during COVID-19

Communications from CEOs illustrate how their organizations are making decisions aligned to core purpose in this time of crisis.

COVID-19
Employers
CEO Leadership Alliance

The 3 things employees really want: career, community, cause

According to an analysis of Facebook employees, when it comes to an ideal job, most of us are looking for a career, a community, and a cause.

Employers
Harvard Business Review
Research

Why corporate purpose statements often miss their mark

Analysis of nearly 2,000 CEOs’ description of their company’s purpose reveals that most omit a critical detail: why their company is in business.

Purpose
Strategy & Business
Research

Glossier built a cult brand and a digital community, but what’s next?

Glossier considers new marketing strategies that move beyond organic community support. But what does that mean for its loyal digital community?

Consumer Brand
Podcast
Harvard Business Review

The pandemic recession demands a digital response

Digital transformation was never optional. But most firms treated it that way, applying digital technology in dribs and drabs — until COVID-19

COVID-19
Article
Forrester Research

Overcoming the innovator’s paradox

Although many people say they like radical ideas, the greater the risk and uncertainty, the more skittish potential supporters become. Fortunately, there are strategies for breaking through.

Innovation
Research
MIT Sloan

Building and scaling the world's fastest growing mobile bank

Setting a bold vision, adapting the business to respond to market feedback, and putting customer satisfaction first has enabled digital-banking start-up N26 to grow rapidly into a global bank valued at $3.5 billion.

Harvard Business Review
Growth
Banking

10 ways to unlock referrals during COVID-19

Based on our experience working with fraternal organizations and helping thousands of members engage digitally, we’ve identified ten ways you can delight your members, and unlock referrals today.

Fraternal Businesses
Member Engagement
Whitepaper

The next normal

How companies and leaders can reset for growth beyond coronavirus

COVID-19
Insights
McKinsey & Co

Thrive in the digital era.

Find out how you can accelerate your growth using Cotribute.

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