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Guide
6 Ways NerdWallet Is Stealing Your Members (And What To Do About It)
Thursday, July 17, 2025 Chimney 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
How to Guide: 6 Ways to Win Home Equities and REFIs in a Down Market
Friday, July 11, 2025 Chimney 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.
Guide
A Buyer’s Guide to Conversational AI
Thursday, May 8, 2025 Boost.ai Your guide to choosing the right conversational AI platform. Know what to look for. Know what to ask. Avoid the common mistakes.
Guide
How Credit Unions Can Retain and Serve the Next Generation of Wealth Stewards
Tuesday, May 6, 2025 Franklin Madison 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.
Guide
The Complete Guide to Chatbots for The Financial Services Industry
Wednesday, April 30, 2025 Boost.ai Discover how conversational AI can significantly improve customer experience in the financial services industry!‍
Guide
The Ultimate Guide to AI-Powered Lending at Credit Unions & Banks
Monday, March 17, 2025 Credit Snap This guide delves into the reasons for growing adoption of AI in lending, its biggest challenges, and the role of innovative lending platforms in the transformation of core processes for both lenders and borrowers.
Guide
The Complete Guide to Chatbots for Financial Institutions
Thursday, February 27, 2025 Boost.ai Discover how conversational AI can significantly improve customer experience in the credit union industry!
Guide
Four Areas to Assess and Grow in 2025
Monday, February 24, 2025 Franklin Madison Learn how you can increase engagement and bolster growth in 2025 and beyond.
Guide
Creating Unparalleled Returns for Your Members and Employees
Wednesday, January 8, 2025 FI Strategies Discover how to leverage Map Culture and Compass Culture to help your Credit Union thrive!
Guide
Creating Your Statement of Differentiation
Thursday, December 12, 2024 FI Strategies Discover how to position your culture to solidify loyalty and engagement with members and employees.
Guide
Data Made Simple: A Credit Union's Guide to Strategic Data Management
Wednesday, September 25, 2024 Lodestar Discover how the right data warehouse can elevate your credit union's member experience, optimize operations, and fuel long-term success.
Guide
The 7 Essential Features of a Cutting-Edge Deposit Opening Software
Thursday, April 11, 2024 Credit Snap Let's dive into the essential features that make a deposit account opening platform stand out.