Technology Part 3: 2026 Actionable Growth Goals — Win the Next Generation with Relevance, Not Reach Credit unions have always known how to build relationships. The challenge heading into 2026 is building them with a generation that has been conditioned to expect relevance in every interaction and to move on quickly when they do not find it. Younger members are often described as hard to reach
Technology Part 2: 2026 Actionable Growth Goals — Leveraging AI for New Member Acquisition For decades, new member acquisition at credit unions has been treated as a volume problem. If growth slowed, the instinct was usually simple. Run more campaigns. Add more channels. Increase the number of offers. Cast a wider net, and hope the math works out. As we head into 2026, it
Technology Part 1: 2026 Actionable Growth Goals Measure Member Economic Participation, Not Just Products or Balances As we look ahead to 2026, I am kicking off a short three-part series on goals I believe every credit union leader should consider for the year ahead. I want to start with one of the most foundational shifts our industry can make. Measure member economic participation. Actually measure it.
Technology AI, Unpacked: How Credit Unions are Positioned to Embrace AI Solutions Everywhere you look, Artificial Intelligence (AI) is being hyped as the future—on stage at conferences, flooding LinkedIn feeds and likely entering leadership and board meetings. But beneath the noise lies a much more relevant question for credit union leaders: What does AI actually mean for us—and are we
Technology Vertice AI: Measure & Manage What You Care About Have you heard the quote, “We don’t know how to measure what we care about, so we care about what we measure”? 1 How about Peter Drucker’s quote, “You can’t manage what you can’t measure”? These quotes encapsulate a dilemma faced by many credit unions in
Technology Grow Your Membership: The Benefits of the Vertice AI Solution Through Vizo Financial’s Partnership Vizo Financial's partnership with Vertice AI unlocks a whole host of benefits for your credit union...so, what are they? In addition, what level of growth have credit unions of all sizes experienced through the Vertice AI solution? As you're likely already aware, Vizo Financial and
Technology Accelerating Your Analytics and AI Journey with Vertice AI How is your credit union approaching advanced analytics and AI? Are you gaining insights and data-driven recommendations you need to grow, make decisions and drive strategy? A recent survey conducted by Vizo Financial and Vertice AI found that 66 percent of credit unions are exploring data analytics but have not
Technology Unlocking Member Growth: Vizo Financial's New Member GROWTH Solution Powered by Vertice AI Is your credit union tapping into the full potential of existing data? Is your credit union using data to set strategy and gauge your membership and product potential? Through Vizo Financials’ partnership with Vertice AI, this is now possible. Vizo Financial and Vertice AI have partnered together to empower member
