By James Major | May 2, 2022

The CEOs of Canopy Credit Union and Med5 FCU offer insights into sharing branch space with unlikely partners.

By Rebecca Wessler | April 25, 2022

Rates alone won’t cut it. To remain relevant today, tomorrow, and for years to come, credit unions must make an impact in the lives of their members and communities. These stories featured in the past month of show how.

By Marc Rapport | April 18, 2022

Grant Gallagher leads from the intersection of member education and public relations to build brand and impact at his New Jersey credit union.


Is Your Inbox Missing Out?

Sign up for the free newsletter and be the first to read our newest coverage of credit union strategies and insights.

sign up today



By Sharon Simpson | March 21, 2022

By turning March 25 into "325 Day," the credit union helped launch a civic celebration that has become an annual event.

By Marc Rapport | Nov. 1, 2021

A California credit union partners with local businesses and earns positive guilt by association.

By Marc Rapport | Oct. 11, 2021

Mike Patterson integrates HR, marketing, and mission at Pennsylvania’s Horizon Federal Credit Union.

By Erik Payne | July 5, 2021

Quad Cities credit union R.I.A. turned a cold call with its neighboring brewery into a branded beer that raises funds for charity.

By Erik Payne | June 14, 2021

Texas Trust Credit Union puts a creative twist on a standing sponsorship by hosting a video game competition.

By Marc Rapport | March 15, 2021

Elizabeth Marshall goes beyond copywriting to combine the written word with a tone that’s personal, professional, and SEO-friendly.

By Erik Payne | Aug. 31, 2020

Wyoming’s Meridian Trust FCU offers best practices and lessons learned on the promotional side of the industry’s operations.

By Madison Harbin | Jan. 20, 2020

The worlds of social media and search are ever-changing. Below, we've highlighted some of the most groundbreaking updates from 2019 that may impact your credit union's 2020 strategy.

By Erik Payne | Dec. 30, 2019

To better differentiate itself from its original sponsor, Weber State FCU undertook a three-year journey to embrace a new name, a new logo, and an elevated future.

By Callahan & Associates | Dec. 16, 2019

Looking for new solutions? Check out these featured credit union suppliers.

By Erik Payne | Nov. 11, 2019

The Volunteer State credit union produces professional video on a budget and shares how any credit union can do so, too.

By Marc Rapport | May 13, 2019

The DC-area credit union has changed its name, its charter, and more as it works from a regularly updated strategic plan.

By E.C. Harrison | April 22, 2019

First Community couples social media with big-name sponsors, giveaways, and special events to engage members and improve the member experience.

By Callahan & Associates, Inc. | April 4, 2019

Join Callahan & Associates and Kris VanBeek, CEO of USAlliance Financial FCU, for a live discussion about the New York’s cooperative’s “Live Life Fully” motto. Learn how the credit union has incorporated the brand concept into everything from marketing campaigns to internal practices and hear how members have reacted to it.

By Erik Payne | April 1, 2019

The ANATOMY series is a quarterly, multi-feature profile that explores the strategies and analyzes the performance of an exemplary credit union.

By Erik Payne | Jan. 1, 2019

The ANATOMY series is a quarterly, multi-feature profile that explores the strategies and analyzes the performance of an exemplary credit union.

By Erik Payne | Jan. 1, 2019

After playing it safe for more than a decade, Infinity FCU sets a new course with checking accounts, consumer loans, and chutzpah.

By E.C. Harrison | Nov. 26, 2018

Marketing leaders from three credit unions share strategies for how they nurture positive reviews, respond to negative ones, and retain members.

By Marc Rapport | Oct. 29, 2018

The Northwest credit union combines printed materials with a branded tchotchke or two to educate new hires.

By Marc Rapport | Oct. 8, 2018

Consumers Credit Union’s 5 Star Difference program incents staff to identify positive promoters during member interactions.

By Rebecca Wessler | Aug. 13, 2018

Five can’t-miss data points this week on

By Alexandra Gekas | Aug. 13, 2018

Modern marketing connects on values, not stuff. Credit unions can do that by telling their story better.

By Liz Furman | Aug. 7, 2018

Different generations require different conversations. This interactive series shows how credit unions can serve all ages.

By Erik Payne | April 23, 2018

To go along with a name change, this Illinois credit union shifted its overall culture.

By Marc Rapport | April 9, 2018

The “Guy in Flannel” series is the latest in a creative venture into market engagement and financial literacy for Virginia Credit Union.

By Sharon Simpson | April 9, 2018

A new name and standout Super Bowl commercial isn’t the only way Desert Financial is making a splash in 2018.

By Rebecca Wessler | Feb. 26, 2018

Five can’t-miss data points this week on

By Erik Payne | Feb. 26, 2018

Why Desert Financial promoted its name change with a Super Bowl ad starring Alice Cooper.

By Chris Howard | Feb. 26, 2018

If members don’t think their credit union is relevant, sooner or later, it won’t be.

By Rebecca Wessler | Dec. 25, 2017

Credit unions share their best practices with all year. Here, Callahan’s staff writers share their selections for a handful of lesser-known pieces that are worth revisiting.

By Salvador Lopez | Nov. 27, 2017

Online reviews have an outsized impact on a credit union’s bottom line. Here are a few do’s and don’ts for responding to this digital feedback.

By Callahan & Associates | Oct. 13, 2017

Callahan & Associates and Katie Grindeland, Senior Vice President of Marketing and Communications at TruStone Financial discuss how the credit union conceived and executed their “Neighborgood” campaign.

By Callahan & Associates | Oct. 6, 2017

Listerhill Credit Union's marketing director, Chris Anderson, and Callahan & Associates discuss how the credit union re-defined their brand and educated employees at all levels on how they could have a positive impact on that effort.

By Salvador Lopez | Aug. 8, 2017

Make your credit union's branches stand out in a sea of search results. Follow these four tips to ensure potential members find your branches when searching online for financial services.

By Meghan Sink | July 25, 2017

Brand loyalty is weak among millennial consumers, but a new take on the concept is taking shape.

By Rebecca Wessler | July 24, 2017

Five can't-miss data points featured this week on

By Erik Payne | July 24, 2017

Listerhill’s 2016 branding campaign introduced a new mission, vision, and values that underscore the credit union’s community impact.

By Marc Rapport | July 17, 2017

The Twin Cities financial cooperative used social media to entice members to call out good causes and made a lot of positive impressions in the process.

By PSCU | July 10, 2017

Connecting members to the credit union story makes them part of it, building brand and loyalty.

By Erik Payne | April 24, 2017

Linn Area Credit Union kept it real even when employees donned costumes for the cooperative’s sponsorship of a local comic book convention.

By Sharon Simpson | March 20, 2017

When it comes to providing for members, Boston Firefighters Credit Union looks beyond the traditional safety and soundness issues covered by CAMEL scores and regulator examinations.

By Liz Furman | Aug. 15, 2016

As strategic planning season rolls in, consider what metrics will showcase the credit union to members, the board, and the community.

By Marc Rapport | Aug. 1, 2016

White-labeled app offers combine local and national coupons, drawing business right out of the gate at Frankenmuth and MidUSA credit unions.

By Stephanie Clark | Aug. 1, 2016

Strategies to help credit unions increase their social media presence.

By Erik Payne | May 16, 2016

ANECA’s $500,000 investment in a local startup competition encourages entrepreneurialism and drives money back into the Shreveport economy.

By Erik Payne | Dec. 14, 2015

How a CEO change gave St. Cloud Federal Credit Union license to make a meaningful change.

By Erik Payne | Dec. 14, 2015

It took seven years for Eli Lilly Federal Credit Union to fully become Elements Financial Federal Credit Union. But its patience has paid off.

By Rebecca Wessler | Dec. 14, 2015

A rebranding initiative is a significant undertaking for a credit union. This week, profiles several credit unions that have made the change work for them.

By Janet Lee | Nov. 30, 2015

Why member experience is important (and how to manage complaints when experience falls short).

An outdated brand detracts from your bottom line. Here are four questions you should ask to determine whether your credit union needs a brand update.

By Erik Payne | Nov. 11, 2015

What General Electric’s newest ads can teach credit unions about employee recruitment.

By Marc Rapport | Oct. 28, 2015

My plastic is now from a big bank, and that might matter to credit unions.

By CU Student Choice | Oct. 12, 2015

Brookings report details “selective” debt crisis; outlines impact of non-traditional borrowers and for-profit colleges.

By Elan Financial Services | Oct. 5, 2015

A key to success with a credit card program is a strong cardmember lifecycle marketing strategy.

Partner Perspective
How To Bank On Social

By The Servion Group | Oct. 5, 2015

Surveys show Facebook, Twitter not being used effectively enough to reach consumers where they digitally live.

If you want to measure your website’s ROI, start tracking conversion instead of consumption.

By Marc Rapport | Aug. 1, 2015

Two Mazuma leaders reflect on the renovation of the credit union’s retail delivery network and brand strategy.

By Marc Rapport | Aug. 1, 2015

Mazuma knows that happy employees create a happy membership, not the other way around.

By E.C. Harrison | July 20, 2015

From new corporate-wear uniforms to a new culture of behaviors, Pen Air took an ordinary brand makeover and created a new organizational narrative based on trust, respect, and ‘communerosity.’

By Erik Payne | June 22, 2015

When TDECU sponsored the University of Houston’s new football stadium in 2014 it wanted more than a partnership.

By Erik Payne | June 3, 2015

Embedded marketing has implications for the future of credit union advertising, but what are they?

By Erik Payne | May 6, 2015

After years of slumping sales growth, McDonald's has made significant changes to its internal operational model and its food. What can credit unions learn from a brand in transition?

By Aaron Pugh | May 5, 2015

Presenters at the Financial Brand Forum explain why sharing shortfalls is just as important as touting strengths.

By The Rochdale Paragon | May 4, 2015

Your risk management processes may be fine today, but are they sufficient to lead you tomorrow?

By Erik Payne | April 22, 2015

What can credit unions learn from HBO about innovating in the face of competition and the corresponding branding challenges?

By Aaron Pugh | April 20, 2015

BECU knows what goes around comes around. That’s why it’s emphasizing good planning over good fortune, strategy over scale, and the needs of the many over the demands of a few.

By Aaron Pugh | April 20, 2015

These tactical approaches to products, channels, vendor management, employee engagement, and compliance keep BECU moving forward year after year.

By Erik Payne | April 15, 2015

What can these seven companies teach credit unions about marketing?

By Aaron Pugh | April 13, 2015

With more than 7 million potential members to reach and nearly 887,000 current members to stay connected to, BECU isn’t just building a brand, it’s building a beacon.

By Alix Patterson | April 8, 2015

The Massachusetts credit union turns its debit card 90 degrees to improve functionality and impress the user.

By Erik Payne | March 18, 2015

What can credit unions learn from Adult Swim, the No.1 rated television network among adults 18-34 years old?

By Callahan & Associates, Inc. | Feb. 23, 2015

Wright Patt Credit Union's annual Member Savings Race got the community excited about its brand.

By Erik Payne | Jan. 29, 2015

How car brands such as Chevrolet and Ford are updating their business models and products to attract more millennial consumers.

By Leigh Anne Terry | Jan. 22, 2015

How to reinvent your business model without losing your identity.

By Drew Grossman | Jan. 20, 2015

Credit unions like Generations Federal are benefiting from creating their own content.

By Marc Rapport | Jan. 19, 2015

A review of practices that show how and why credit unions are boosting their visibility and viability.

By Marc Rapport | Jan. 5, 2015

Word-of-mouth, volunteer boards, and press releases replace email blasts, flyers, and media spend at the nation’s second-largest credit union.

By Drew Grossman | Jan. 5, 2015

Wright-Patt Credit Union shares how it increased its name awareness from 55% to 73% in seven years.

By Erik Payne | Jan. 5, 2015

How a website redesign, a charter conversion, and a channel update helped Suncoast Credit Union reaffirm its mission statement.

By Rebecca Wessler | Jan. 5, 2015

The strategies featured this week on will have existing members singing your praises and potential members signing up.

By Erik Payne | Dec. 22, 2014

These nine strategies and takeaways from non-traditional competitors offer inspiration for 2015.

By Ed Gattis | Dec. 16, 2014

Are your favorite staples of the holiday season actually the result of corporate branding?

By Erik Payne | Dec. 10, 2014

What credit unions can take away from Pizza Hut’s latest rebranding initiative.

By Drew Grossman | Oct. 15, 2014

Here’s a credit union with community outreach so strong, members want to get in on the giving.

By Marc Rapport | Oct. 13, 2014

Heritage Federal Credit Union uses an ever-changing marketing plan to ensure branding consistency and marketing compliance.

Partner Perspective
Make The Most Of The HQ Branch

By Momentum | Oct. 13, 2014

The ideal credit union's headquarters branch represents an opportunity for research and development and staff training, and helps reinforce to the staff that the branch is still largely seen as the face of the organization.

By Rebecca Wessler | Oct. 13, 2014

Lessons learned during an expansion into Texas’ Rio Grande Valley have informed policies and practices throughout the NavyArmy footprint.

By Erik Payne | Oct. 13, 2014

Next-generation strategies for organization, accessibility, and content can transform an aging channel into a vibrant one.

By Drew Grossman | Oct. 13, 2014

No, we’re not going to tell you what’s hot this season in credit union fashion. Instead, here are four ways that credit unions are working their wardrobe issues in support of a larger cause.

By Rebecca Wessler | Oct. 13, 2014

Clever acronyms and marketing buzzwords can only take a brand so far. That’s why Navy Army Community Credit Union has spent the past 10 years taking action that speaks louder than words.

By Aaron Pugh | Oct. 13, 2014

Northern Credit Union in Ontario, Canada, uses crowdsourcing to rally the community around philanthropic missions.

By Leigh Anne Terry | Oct. 13, 2014

Our parents might have taught us not to judge others by their appearances, but an institution’s dress code has far-reaching effects on the institution’s success.

By Erik Payne | Sept. 17, 2014

Hollywood’s terrible, horrible, no good, very bad summer offers lessons on differentiation and market segmentation.

By Aaron Pugh | Sept. 16, 2014

Consumers prefer real interactions over corporate crosstalk and marketing malarkey.

By Marc Rapport | Sept. 12, 2014

Isis is now Softcard after a name change to avoid association with a now-infamous militant group. But the digital wallet's challenges don't end there.

By Sharon Simpson | Aug. 25, 2014

The ideas behind Wright-Patt Credit Union’s annual Savings Race have broader applications for every cooperative.

By Erik Payne | Aug. 1, 2014

Kimmie K's new mobile game shows how positive reinforcement and established expertise can make a mark on the public's psyche.

By BYM Agency | July 28, 2014

How to revive a bland brand.

By Leigh Anne Terry | July 9, 2014

A look at the advantages and perils of having your brand tied to a visionary figurehead.

By Sharon Simpson | July 7, 2014

When its social media channel overheats, BECU’s 10-person team helps members cool down.

By Aaron Pugh | June 20, 2014

Here are three ways to stand out from the crowd and make a more meaningful impact.

By Drew Grossman | June 16, 2014

After a seven-year experiment with outsourcing a 24/7 call center, Pen Air found a better solution in house.

By Drew Grossman | June 11, 2014

The battle between Apple and Microsoft isn't just about two competing technologies, but also two competing philosophies, open versus closed.

By Erik Payne | May 19, 2014

How Legacy transformed an uninspiring product into a highly marketable Lifestyle Loan

By Callahan & Associates | March 27, 2014

Suncoast Credit Union discusses the challenges and opportunities presented during its 2013-2014 rebranding effort.

By Aaron Pugh | March 24, 2014

Comments from online review sites can help credit unions refine their brand, sales culture, technology, and operations.

By Aaron Pugh | March 24, 2014

Two credit unions show how institutional progress can enhance, not destroy, a cooperative identity.

By Andrew Bolton | Feb. 12, 2014

A smartphone app offers unmatched transportation service at an affordable price point.

By Aaron Pugh | Feb. 10, 2014

Membership might be singing your praises, but without a supporting vision to funnel this activity, it’s little more than hot air.

By Drew Grossman | Jan. 28, 2014

Steve Bugg talks about the evolution of the Heritage Federal brand.

By Aaron Pugh | Jan. 27, 2014

Being certified as a female-friendly business helped Great Lakes Credit Union reach untapped portions of its membership. Can a similar strategy help you?

By Brandon Michaels | Jan. 24, 2014

The community benefits when young adults learn about common financial concepts; credit union team members can present economic education lessons through classes, workshops, contests, and events.

By Aaron Pugh | Jan. 23, 2014

Whether due to a mistake or simple bad fortune, life can deal almost any business a game-altering uppercut. Here’s how to keep your footing if it happens to you.

By Aaron Pugh | Jan. 16, 2014

Why are we sick of change and how do we change it?

By Aaron Pugh | Jan. 13, 2014

In a market where local and community-oriented service is the base expectation for most businesses, Heritage Federal Credit Union has spent years mastering how to stand out from the crowd.

By Aaron Pugh | Jan. 13, 2014

Heritage didn’t fully hit its stride until employees learned to step out from behind the teller line and executives broke free of the corner office.

By Erik Payne | Jan. 6, 2014

San Francisco Federal Credit Union reaches new markets at the San Francisco International Auto Show.

By Aaron Pugh | Nov. 21, 2013

External factors are eroding the trust and confidence consumers have online. Are your members in danger of adopting a Do Not Track mentality?

By Aaron Pugh | Nov. 18, 2013

How unfiltered communication strategies can help credit unions proactively address member and employee issues.

By Drew Grossman | Oct. 17, 2013

Though new to the institution, Sandy has become an integral part of the marketing team. Here he discusses his role in the marketing strategy at SPIRE and the importance of advancing technology, but remaining member focused.

By Aaron Pugh | Sept. 27, 2013

Online channels are a valuable tool for gathering feedback and crowdsourcing ideas. But how do you separate constructive commentary from the negative noise?

By Member Loyalty Group LLC | Sept. 23, 2013

Get more out of your member outreach efforts with these best practices.

By Jennifer Davis | Sept. 9, 2013

In just four steps, credit unions can foster relationships with future members through content marketing.

By Aaron Pugh | Sept. 9, 2013

With the right strategy, social channels are capable of generating tangible returns worthy of the extra investment.

By Aaron Pugh | Sept. 9, 2013

New arrivals to the region likely know next to nothing about your brand. Here’s why that’s a good thing.

By Drew Grossman | Aug. 26, 2013

CommunityAmerica’s 10-year relationship with its local minor league baseball team has heightened the institution’s brand with nearly 3 million local fans.

By Rebecca Wessler | Aug. 26, 2013

A college winter sporting event offers employment and awareness for a region and a credit union.

By Sharon Simpson | Aug. 26, 2013

These two credit unions prove employees and members can talk the talk as well as walk the walk.

By Aaron Pugh | Aug. 26, 2013

When it comes to high-impact marketing campaigns, this Minnesota credit union uses sports-related brands to maximize its dollar spend.

By Erik Payne | Aug. 26, 2013

Diamond Credit Union is boosting brand awareness through a sponsorship with its local hospital.

By Aaron Pugh | Aug. 23, 2013

When budgets don’t allow for traditional campaigns and expensive partnerships, credit unions can turn to in-house ingenuity to get their message out.

By Drew Grossman | Aug. 1, 2013

Social media is more than just a tweet here and a Facebook post there; it’s become an essential part of your institution’s brand. If this is so, why do so many turn the reins over to inexperienced interns?

By Aaron Pugh | July 19, 2013

After the economy dealt SPIRE a bad hand, the credit union used creative branding and strategic partnerships to restore its financials and reconnect with its community.

By Erik Payne | July 17, 2013

What can credit unions learn from Hostess as it attempts a comeback?

By Catherine Siskos | June 24, 2013

An annual competition for families to improve their finances boosts one credit union’s business and its standing in the community.

By Sharon Simpson | June 24, 2013

Melissa Gardner joins the MD state commission to show state leaders they can partner with credit unions to make sure existing educational resources reach more people.

By Jennifer Davis | June 24, 2013

If you aren’t seeing a lot of traction from search, chances are, your keyword strategy needs a reboot.

By Aaron Pugh | June 4, 2013

This credit union knows how to make the best of hard times and capitalize on good ones.

By Aaron Pugh | May 21, 2013

It takes the right blend of thinking, communication, and behavior to effectively market to members and build lasting brand value.

By Sharon Simpson | May 20, 2013

SFFCU’s uncommon rebranding approach is turning heads in the Bay area.

By Callahan & Associates | April 25, 2013

Learn how one credit union revamped its brand by focusing internally to ensure the right tools and service methods were in place to deliver on its promise before it went public.

By Aaron Pugh | April 15, 2013

A Q&A on brick-and-mortar strategies with the CEO of OnPoint Community Credit Union.

By Aaron Pugh | April 15, 2013

Element Federal Credit Union demonstrates how small cooperatives can successfully lead their members, their communities, and the cooperative system forward.

By Aaron Pugh | March 19, 2013

The CEO of Element FCU talks about the success of the cooperative she was instrumental in creating.

By Elizabeth Morash | March 11, 2013

Whatever the outcome, there’s a lesson here for credit union executives in taking a major risk to jump-start stagnant growth and productivity.

Partner Perspective
4 Reasons To Use Cause Marketing

By CafeGive | Feb. 18, 2013

For credit unions, giving back is part of doing business. Now more than ever, evidence shows that telling this story to consumers in the form of cause marketing pays off.

By Aaron Pugh | Feb. 11, 2013

Are your SEGs getting the branch-quality blitz of financial insights and resources they deserve, or are you just going through the motions?

By Aaron Pugh | Jan. 24, 2013

Famous faces may endorse alternative financial products, but it doesn’t cover up the fact that consumers have better options.

By Melissa Forsyth | Jan. 18, 2013

The CEO of Members 1st uses his humor in the credit union's "Advice Guy" campaign, turning him into a local celebrity.

By Aaron Pugh | Dec. 31, 2012

Element Federal has lessons for all credit unions when it comes to innovation.

By Mark Reed | Dec. 21, 2012

Credit union name changes for 2012 plus a pictorial representation of the, now, 50 most common words used in credit union names.

By Melissa Forsyth | Dec. 18, 2012

Video that personally resonated with viewers was all the rage in 2012. Build on that with advertising themes that are relevant to members in 2013.

By Aaron Pugh | Dec. 17, 2012

Follow the lead of cooperative peers to add value, grow membership, and boost interchange earnings.

By Alix Patterson | Dec. 17, 2012

The most effective annual reports energize readers by demonstrating the impact your credit union has on all stakeholders.

By Aaron Pugh | Dec. 14, 2012

Follow these four steps to increase member feedback and participation.

By Aaron Pugh | Nov. 20, 2012

Use online member feedback to shape your technology and operations strategy.

By Aaron Pugh | Nov. 16, 2012

How to take the pain out of branch and phone wait times.

Partner Perspective
Taking The Reins Off ATMs

By Cardtronics | Nov. 5, 2012

Follow these steps to create high-value member experiences before, during, and after the transaction.

By Aaron Pugh | Nov. 5, 2012

Alternative branching strategies can help carve out a foothold in the community, but embracing space is key to ongoing development.

By Aaron Pugh | Nov. 5, 2012

An emphasis on cross-training, experience, and culture can make branch employees more productive and branch networks more fruitful.

By Aaron Pugh | Oct. 26, 2012

The loss of CEOs, C-level executives, board members, and other key individuals can pose a challenge to overcome.

By Aaron Pugh | Oct. 22, 2012

Superior Credit Union stands out by appealing to members’ unique interests.

By Aaron Pugh | Oct. 15, 2012

Park Community demonstrates the value of strategically exiting a region, but only after leaving membership in good hands.

By David Birky | Oct. 15, 2012

A rebranding effort has to be driven by values, so find out what similarities make the credit unions stand out in their communities.

By Michelle Silveria | Oct. 15, 2012

The need for member connection is vital, so any changes should complement the credit union’s brand and mission.

By Pier Alsup | Oct. 15, 2012

Concentrate on four key merger elements that take into account all stakeholders.

By Brooke C. Stoddard | Oct. 15, 2012

A Midwestern credit union needs to appeal to a growing community membership but doesn’t want to alienate its long-time SEGs that represent the heart of the institution.

By Aaron Pugh | Oct. 12, 2012

Next-generation advertising strategies can attract new business and draw traffic for public events and high-profile locations.

By Melissa Forsyth | Oct. 3, 2012

Make sure the time your online video ad runs neither bores nor annoys viewers.

By Aaron Pugh | Oct. 2, 2012

Whether they come from credit union leaders or members, stories are what differentiate great brands.

By Aaron Pugh | Sept. 24, 2012

From PFM to mobile marketing, incorporate best practices from today’s bleeding edge providers.

By Aaron Pugh | Sept. 17, 2012

How three separate, well-performing Ohio credit unions identified an opportunity to grow collectively, while keeping their local identities intact.

By Bailey Reutzel | Sept. 17, 2012

With a bright new look and a focus on convenience, TruChoice FCU establishes itself as a financial institution with a clear purpose.

By Aaron Pugh | Sept. 17, 2012

Sharing resources and leadership among separate credit unions and brand-aware merger partners creates scale without isolating a localized membership base.

By Aaron Pugh | Sept. 11, 2012

As social media continues to expand our reach, focus on sites that are targeted, local, and actionable instead.

By PSCU | Sept. 10, 2012

A credit union’s brand must rule in mobile payment devices.

By Aaron Pugh | Aug. 28, 2012

The mobile payments race is turning into a war for wallet space.

By Rebecca McClay | Aug. 23, 2012

Vantage West Credit Union shores up its premium checking accounts with a little help from a university head football coach.

By Bailey Reutzel | Aug. 21, 2012

The Cooperative Trek, Day 5: TruChoice FCU turned its brand to a true Maine experience, playing up the state’s outdoorsy feel with an unconventional attitude.

By Aaron Pugh | Aug. 20, 2012

The financial industry may seem reserved, but if offers plenty of opportunities for things to get weird.

Partner Perspective
4 Social Media Killers

By CUNA Mutual Group | Aug. 13, 2012

Don’t let the credit union’s next campaign get knocked out because of common mistakes.

By Aaron Pugh | June 25, 2012

Credit unions have a full range of options to better connect with their communities.

By Rebecca McClay | May 10, 2012

Lockheed Federal Credit Union is the latest credit union trying to connect with potential members by shedding its exclusive-sounding name.

By Aaron Pugh | Feb. 22, 2012

As credit unions bring their older units up to speed, they should consider the direction the industry is moving.

By Aaron Pugh | Feb. 7, 2012

Some underserved consumers feel doomed to rent forever. But it doesn’t have to be that way.

By Aaron Pugh | Feb. 2, 2012

Callahan & Associates dispels five misconceptions that keep credit unions from achieving a successful social presence online.

By Aaron Pugh | Jan. 23, 2012

Hosting artistic events helps one credit union celebrate a community’s identity while solidifying its own.

By Aaron Pugh | Jan. 23, 2012

Will customizing your website URL benefit members or confuse them?

By Aaron Pugh | Dec. 27, 2011

A simple message (and an unlikely poster boy) helps put cooperative values on the radar.

By Aaron Pugh | Dec. 20, 2011

Build a better brand presence through YouTube and YouTube alternatives.

By Rebecca McClay | Dec. 5, 2011

Salal Credit Union takes its social media strategy to the next level by using location-based platforms to connect members with products.

By Alix Patterson | Dec. 1, 2011

Companies that fuse their original identities stand a better chance of success, one research team found.

By Aaron Pugh | Nov. 16, 2011

Solutions without a problem are a hard sell for any institution.

By Aaron Pugh | Nov. 8, 2011

When companies apologize, people notice.

By Rebecca Wessler | Nov. 1, 2011

A South American bank gives its brand a whole new look (and feel, and smell, and sound).

By Aaron Pugh | Oct. 17, 2011

Electronic delivery channels have expanded credit unions’ reach, but effectively marketing through those services takes its own strategy.

By Aaron Pugh | Oct. 10, 2011

A cooperative financial services partner dedicated to members and the community is an appealing model – one that requires passion, innovation, and a desire to be different.

By Leigh Anne Terry | Oct. 6, 2011

Heads of state, business leaders, and technology pioneers are all paying tribute to Steve Jobs for a reason.

By Aaron Pugh | Oct. 5, 2011

Whether you’re going for a clean slate or just an image boost, think about the messages you want to send through your new brand identity. 

By Rebecca McClay | Oct. 1, 2011

Village Credit Union invested in learning about another culture to attract a niche market.

By Rebecca McClay | Oct. 1, 2011

Affinity Plus Credit Union takes a stance against banks and garners some laughs in the process.

By Rebecca McClay | Oct. 1, 2011

Vantage West Credit Union shores up its premium checking accounts with a little help from a university head football coach.

By Callahan & Associates | Oct. 1, 2011

What credit unions can learn from the Apple retail experience.

By Aaron Pugh | Sept. 28, 2011

When opportunity for rapid change arises, credit unions should first ask whether the change is needed, manageable and sustainable.

By | Sept. 12, 2011

It takes more than talent to restructure your employee environment from the ground up. It takes the right attitude and a shared mentality of success.

By Brianne Aiken | Sept. 7, 2011

Credit unions don't need a lot of the bells and whistles, but they can tweak old business models to thrive in today's marketplace.

By Rebecca McClay | Aug. 15, 2011

Many credit unions are launching creative and successful campaigns this year.

By Aaron Pugh | Aug. 4, 2011

GTE revisits its communications strategy, terminology, and brand identity to reconnect with the community it serves.

By Aaron Pugh | July 27, 2011

Live, breathe, and understand membership’s life experiences to give them the best return on their investment possible.

By Aaron Pugh | July 8, 2011

Follow these three golden rules to make physical branches a worthwhile destination for members.

By Alexandra Gekas | July 6, 2011

A Callahan Gen Y-er makes her final decision on a credit union.

By Aaron Pugh | July 1, 2011

It takes all three to effectively market to members and build lasting brand value.

By Aaron Pugh | July 1, 2011

Economic turbulence had an entire Florida community singing the blues, but the reinvigoration of a cooperative vornerstone is set to change the outlook in 2011.

By Timothy Kolk | July 1, 2011

Are two brands better than one?

By Alix Patterson | June 27, 2011

Credit unions underscore a positive message seen on billboards across the country: recessions end.

By Alix Patterson | June 20, 2011

Value-added services aren’t just bait on the hook. For credit unions, they're a long-term business model.

By Aaron Pugh | June 16, 2011

Pick the wrong social media venue and you risk alienating your target market and diluting your message.

By Carissa Heckathorn | June 8, 2011

One Arizona credit union found using a local celebrity to promote products generated a slew of new accounts.

By Brianne Aiken | June 6, 2011

Amazon took a two-day loss on Lady Gaga’s album sales to increase visibility for its new music service. Should your credit union do the same for new products?

By Aaron Pugh | May 30, 2011

Institutional success starts with doing right by the member.

By Alexandra Gekas | April 7, 2011

Give a voice to your strongest supporters.

By Thomas Cullen | April 5, 2011

Jobs numbers, spending, and Facebook mean something to credit unions during the week of April 4.

By Aaron Pugh | April 1, 2011

Take an in-depth look at how GTE got going in tough times.

By Rebecca Wessler | April 1, 2011

Guthrie builds its brand on quality products and personal service.

By Brooke C. Stoddard | April 1, 2011

Consumers are in touch with the core values of the credit union movement: independence, value, and community.

By Brooke C. Stoddard | April 1, 2011

Billboards, TV commericals, and radio ads tout the benefits of credit union membership.

By Callahan & Associates | April 1, 2011

What are those strange black-and-white boxed patterns that are popping up everywhere?

By Callahan & Associates | April 1, 2011

Leverage the online channel.

By Aaron Pugh | March 22, 2011

Can institutions monetize social commerce through business relationships?

By Aaron Pugh | Feb. 10, 2011

Anyone that had a radio in the 90s knows what to do when you get knocked down. But when the brand takes a blow, is crowd sourcing the answer?

By Aaron Pugh | Feb. 3, 2011

Want to make a bigger impact on the communities you serve? Look – and listen – to your employees.

By Aaron Pugh | Feb. 3, 2011

The lines between financial institutions and other businesses are blurring across the globe. The devil is in the fine print, but do consumers care?

By Rebecca Wessler | Jan. 19, 2011

Pay attention to this Pennsylvania credit union that quadrupled its asset base in a decade.

By Rebecca Wessler | Jan. 1, 2011

A multichannel marketing strategy yields success in a dual market.

By Callahan & Associates | Jan. 1, 2011

California CUSO CURoots sprouted from diligence and cooperation to reduce back-office expenses for credit unions.

By Rebecca Wessler | Jan. 1, 2011

The old adage, "You can't be in two places at once" doesn't ring true for credit unions. Whether they are serving members with differing religious, occupational, or social affiliations or serving a membership that spans neighborhoods, cities, or states, credit unions are often required to be in two places at once.

By Aaron Pugh | Jan. 1, 2011

A look at institutions advancing the brand footprint across regional and geographic boundaries.

By Aaron Pugh | Dec. 29, 2010

Social media brings positive exposure as well as damaging feedback from unhappy customers. How have credit unions avoided digital backlash?

By Aaron Pugh | Dec. 20, 2010

In 2002, a Portland credit union undertook a dramatic reorientation with a new name to match. Where is it now?

By Aaron Pugh | Dec. 16, 2010

Turn local celebrity power into effective marketing.

By Rebecca Wessler | Dec. 15, 2010

Security Service Federal Credit Union is very good at entering and managing multiple markets. Learn more in this multi-feature series.

By Aaron Pugh | Dec. 14, 2010

Pixelated codes catch the attention of an elusive customer base.

By Aaron Pugh | Oct. 19, 2010

Can social entrepreneurship restore consumers' tattered faith in financial justice?

By Sharon Simpson | Oct. 4, 2010

Declining operating expenses are forcing credit union marketers to do more with less.

By Thomas Cullen | Oct. 4, 2010

Financial consulting firm Bancography released its 2010 brand value rankings. What can credit unions learn from those on top?

By Brianne Aiken | Aug. 11, 2010

With just a bit of professional know-how, you can make compelling, first-rate videos. Up now, selecting a video format and host.

By Aaron Pugh | July 29, 2010

How the nation’s declining creativity impacts financial institutions.

By Brianne Aiken | July 29, 2010

With just a bit of professional know-how, you can make compelling, first-rate videos. Up now, video editing.

By Aaron Pugh | July 23, 2010

With digital signage already a popular option among credit unions looking to modernize and effectively market their services in-branch, the next generation of digital signage could reinvent how financial institutions use this technology in years to come.

By Brianne Aiken | July 20, 2010

With just a bit of professional know-how, you can make compelling, first-rate videos. Up next, sound.

By Brianne Aiken | July 15, 2010

With just a bit of professional know-how, you too can make compelling, first-rate videos. First up, selecting a camera.

By Rebecca Wessler | July 14, 2010

Leverage the opportunities in your scholastic market to connect with a younger membership.

By Sharon Simpson | July 12, 2010

School-specific branding helps one Midwestern credit union enhance its Gen Y outreach and attract a steady flow of younger members.

By Rebecca Wessler | July 8, 2010

In today’s environment of increased merger activity, it is important credit unions recognize the importance of brand value.

By Aaron Pugh | July 7, 2010

Utilizing the presence of an unlikely local celebrity, GTE Federal's promotion boosts new member interest while reaffirming the credit union's investment in Florida communities.

By Sharon Simpson | July 5, 2010

Changes in FOM strategy—mergers, community charter expansion, and youth outreach—have credit unions leveraging multiple identities to connect with their membership.

By Rebecca Wessler | July 1, 2010

For one Ohio-based credit union, putting members first is more than a motto. It's a commitment that the credit union's success and future is tethered to that of the community it calls home.

By Chip Filson | July 1, 2010

Critics of the credit union charter say it's been struck a fatal blow by economic troubles. They're wrong.

By Aaron Pugh | June 25, 2010

Does an advertising campaign targeting credit unions tell the whole truth and nothing but? Not quite.

By Aaron Pugh | June 21, 2010

Home improvements by a new wave of home owners help boost unsecured loan demand.

By Aaron Pugh | May 7, 2010

While competitors must look into the past for good news, credit unions are committed to looking forward.

By Aaron Pugh | April 26, 2010

Social media and strong press releases earn media and build lasting brand awareness.

By Rebecca Wessler | April 6, 2010

A financial education strategy and smooth processes help this large credit union succeed. Take an in-depth look at its strategy.

By Rebecca Wessler | April 1, 2010

Educating the public about WHAT a credit union is requires hard work and a united front, but the time is right to “tip” over into widespread recognition.

By Aaron Pugh | April 1, 2010

Expanding service usage through cross-selling is difficult but key to a credit union's success.

By Callahan & Associates | April 1, 2010

Members want education, information, reassurance from their financial institution.

By Callahan & Associates | April 1, 2010

Competition is back in lending. Here are three simple web strategies to continue your loan growth in 2010.

By Rebecca Wessler | March 29, 2010

Credit unions across the country are relaying strong messages about the safety and soundness of the cooperative system.

By Rebecca Wessler | March 16, 2010

How credit unions differ from banks was well-covered in 2009. Credit unions must now work to make sure lines are not blurred during post-economic crisis story telling.

By Rebecca Wessler | March 1, 2010

Enhance your YouTube initiative or explore a new platform for your social media strategy.

By Chris Tissue | Feb. 15, 2010

Taking center stage can be a good thing as long as you convey the right messages about your brand.

By Rebecca Wessler | Jan. 27, 2010

Good press goes a long way, bad press goes even further.

By Chris Tissue | Jan. 26, 2010

Credit union efforts to increase cross-sales often focus on front-line staff training and developing a vast array of competitive, sticky product offerings. However, there are important factors to the cross-sell that credit unions sometimes overlook.

Partner Perspective
What’s in a Name? Plenty.

By Bancography | Dec. 14, 2009

A Rose by any other name would be a Sowthistle Weed. Can you imagine giving your loved one a dozen long-stemmed Sowthistle Weeds for Valentine’s Day? Unusual as it is, do you think a Sowthistle Weed would have become the symbol of romance?

By Denise Senecal | Dec. 7, 2009

While credit unions should not spend time chasing down every comment made about your credit union online, there are certain flashpoints that ignite commentary. What information appears when your credit union name is Googled?

By Rebecca Wessler | Nov. 9, 2009

Proactive credit unions are embracing earned media as a way to talk about who they are and what they do.

By Brooke C. Stoddard | Oct. 1, 2009

Legacy FCU in Birmingham aggressively began positioning itself in the marketplace several years ago and now is reaping rewards.

By Callahan & Associates | Oct. 1, 2009

Average credit card penetration at credit union through the end of 2008 was 14.3%. This means that the vast majority of creidt union members are not using their credit union's credit card.

Partner Perspective
Why "Credit Union" is Not a Brand

By | Sept. 28, 2009

Does your credit union spend its precious marketing budget trying to differentiate itself from banks? Ironically, credit unions across the country often define themselves by what they are not. What consumers need to hear is what makes your credit union unique.

By Marissa McGee | Sept. 7, 2009

Credit unions have a powerful message to share with the masses, but marketing budgets have tightened. Is your credit union leveraging this powerful message in your marketing initiatives?

By Amy Eblacker | Aug. 24, 2009

Learn what credit unions are doing on Twitter, and watch a CUtv short about how to get started with this media platform.

By Dane Coalson | Aug. 3, 2009

Massive rebranding effort kicks off growth spurt for Xceed Financial Credit Union.

By Callahan & Associates | July 1, 2009

Proponent FCU's mobile strategy includes different text options to meet the needs of two important segments -- Gen Y and Internet banking users interested in receiving mobile alerts.

By Callahan & Associates | July 1, 2009

Consistency is more important than creativity. The web is a wonderful place to get creative unless you are a credit union.

By Lydia Cole | May 18, 2009

A CUSO between Level 9, a private company, and New England Federal Credit Union ($679M in Williston, VT) specializing in credit union website development, has worked with over 75 credit unions, providing them with website solutions and brand integration strategies.

By Alix Patterson | April 27, 2009

The 2009 ForSee Results/ Online Financial Services Study had positive news for credit unions. So, where can credit unions improve? By doing a better job of communicating safety and soundness.

By | April 27, 2009

Even with limited resources, your credit union can still effectively and efficiently reach new members by leveraging the unique value of your credit union’s brand.

By Dane Coalson | March 23, 2009

Now is not the time to hold back; it’s an historic opportunity to further define the positive attributes of your credit union in the eyes of your members. Make sure that you deliver a clear message!

By Alix Patterson | March 16, 2009

“Above all, these philosopher coaches were experts on people, on “reading them,” and on motivating and fitting them together to engage as a team in competition at its best.”

By Alix Patterson | Jan. 12, 2009

Today, good news is in short supply. But there is a bright spot, a light that could show people facing hardship as well as national policy makers a clear path forward. The message is simple: the most viable financial model in America today is the cooperative credit union system.

By Denise Senecal | Jan. 5, 2009

As this year starts on a wave of economic uncertainty, it is clear that members are looking to their credit union for guidance and assistance.

By Alix Patterson | Jan. 1, 2009

After NCUA ran an ineffective Uncle Sam ad in national newspapers, Callahan asked credit unions to create its own advertisment focusing on the value of the cooperative model in today's down economy.

By Lydia Cole | Oct. 27, 2008

Does your credit union have a multi-pronged delivery approach? Knowing how members access the credit union and why they choose their preferred channels will help your MSRs and agents respond appropriately in a variety of sales situations.

By William Quinn | Oct. 20, 2008

Is this the time for credit unions to go on the offensive with their marketing campaigns? Market indicators say yes.

By Ryan Sherwin | Oct. 6, 2008

In these days of tense economic times and natural disasters, communicating with your members has never been more vitally important.

By Ray Springsteen | Sept. 8, 2008

As you develop your 2009 marketing plan, how do you incorporate the impact of your marketing dollars at the credit union?

By Ray Springsteen | Sept. 1, 2008

High performing call centers that are aligned with the goals of the organization look at performance metrics in three areas: service performance, call quality and sales productivity.

By Kathleen Peterson | Aug. 18, 2008

Turnover in the call center is very much like a fuel leak - only the fuel that is leaking is talent. The impact areas to your operation are multiple, significant, and costly.

By Marissa McGee | Aug. 4, 2008

Learn how Digital Federal Credit Union successfully helped the community cope with rising gas prices and spread the value of the credit union.

By Ray Springsteen | Aug. 4, 2008

Due to the high profile failures of financial institutions, members are asking a new question. The question: ‘Is my credit union safe?'. How can you help members understand that the credit union is a safe and sound financial institution?

By Lydia Cole | July 21, 2008

Revitalizing a static card portfolio requires careful due diligence to achieve success. Competing with the massive marketing budgets of large financial institutions, credit union must clearly understand their membership and respond promptly to member needs.

By Lydia Cole | June 30, 2008

The current economic environment is affecting the credit card market in a unique way. With a declining rate environment and increasing concerns about asset quality, credit unions have an opportunity to demonstrate the value of their credit card.

By Financial Supermarkets, Inc. | April 21, 2008

Successful in-store branching focuses on member relationship products, in-store sales and marketing measurement, and consistent management of service performance.

By Lydia Cole | Dec. 17, 2007

Interest refunds and bonus dividends offer members additional value, extend the cooperative model, and differentiate your CU from the neighborhood bank.

By Seena Faqiri | Dec. 10, 2007

With a dedication to its members and to the spirit of family, Affinity Plus has made giving back a major priority. With a dual-marketing strategy, Affinity is learning from both its local and national partnerships.

By Marsha King | Dec. 3, 2007

LCFCU works with various groups and resources to chart a course for the future.

By Seena Faqiri | Nov. 26, 2007

Can a community partnership have the potential to reach 14,000 people in one day? Eastman Credit Union provides the town of Kingsport, TN and surrounding areas free Wireless Fidelity (WiFi) access.

By Laurie Kresl | Nov. 12, 2007

Unitus Community Credit Union used member testimonials to widen its presence in the community and convey member value.

By Nicole Devine | Oct. 29, 2007

With teen spending on the rise, financial institutions are moving fast to offer prepaid cards to this market. Putting the member’s interests first, credit union programs allow parents to monitor teen spending while promoting fiscal responsibility at a young age.

By Dane Coalson | Oct. 15, 2007

How do you identify the right fit for your credit union when it comes to choosing partners for in-store branching?

By Level 9 | Sept. 24, 2007

A well-designed user experience does not try to re-invent the web, but it impresses every time. Find out how.

By Dane Coalson | Sept. 17, 2007

Cascade Community Credit Union turned its small size into an advantage when it began a re-branding initiative.

By | Sept. 3, 2007

In order to combat “banner blindness,” be most effective, and produce positive results, today’s banner ads take a little extra work and creativity.

By Level 9 | Aug. 20, 2007

Giving the web viewer what they want while increasing the visibility of your website promotions and your brand messaging no longer has to be two disparate objectives.

By Jonathan Peterson | Aug. 6, 2007

What should credit unions know about re-branding? Five leading consultants give some tips that help explain this hot topic and what it should mean to you.

By Jonathan Peterson | July 23, 2007

Capital Communication Federal Credit Union in Albany, NY, explores a branding strategy which includes sponsoring the local news and talk radio station studio.

By Bucky Sebastian | May 21, 2007

The lifetime value of credit union membership is tremendous. Communicating this long-term value is critical and yet a difficult challenge.

By Mary Royston | April 23, 2007

Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.

By Mary Royston | April 16, 2007

Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.

By Mary Royston | April 9, 2007

Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.

By Leigh Anne Terry | April 2, 2007

Some quick summaries of a few “new” credit unions we would like learn a little more about.

By Callahan & Associates | April 1, 2007

Changing Oregon Telco to Unitus Community Credit Union is an ongoing overhaul. Some jobs are done, but a deposit mix, segment profitability, and cross-selling are now on the front burner.

5 Tips from Pat Smith about how to spread awareness of your credit union.

By Melanie El-Sabaawi | Jan. 22, 2007

Two recent ads with credit union-esque themes trigger questions about how the industry should advocate for credit unions and members.

By Level 9 | Oct. 16, 2006

Thoroughness, convenience, follow-through, and brand-specific perspective: these are the ingredients of good customer service on the web.

By Elizabeth Hayes | Aug. 7, 2006

A branding change that began with senior management has inspired employees and spurred phenomenal growth.

By Annie Sebastian | July 17, 2006

Communication strategies can help both credit unions and members realize the full benefits afforded by shared branching.

By Mary Royston | June 19, 2006

Read six key concepts and commentary from a marketing credit union professional that demystify how to build a great credit union brand.

By Mary Royston | May 22, 2006

Learn how OSU FCU's brand helps contribute to member growth reaching over 6%.

By Harland Educational Services | Aug. 15, 2005

To maintain the greatest response from those that you serve, your brand must be an “original—hand signed” by everyone in your credit union.

By Melissa Murphy | July 18, 2005

How credit unions are turning their most enthusiastic members into new member referals.

By Melissa Murphy | Jan. 24, 2005

An often overlooked way to improve the return on investment of and new and existing programs is building a strong brand through effective public relations (PR).

By Melissa Murphy | Jan. 10, 2005

Credit unions have often been bashful about publicizing their many good works, but that is changing. Find out how credit union executives are increasingly using public relations to increase public awareness of their efforts.

By Tom Geggel | Dec. 6, 2004

A credit union is a living organization that goes beyond the knowledge of any one staff member. Learn the value proposition of a knowledge base system.

By Apropos Technologies | Nov. 15, 2004

In you members' minds, it's hard to stand out from other financial services competitors. Here are five key strategies for building brand equity and customer loyalty.