CU 2.0

If you were thinking about hopping on the HubSpot hype train at your CU, all we can say is: All aboard! Choo-choo-choose a good partner like Nook (who knows credit unions) and you'll be on track! No, but seriously, Nook is doing great work here. We truly believe that HubSpot (or similar) is table stakes for growth these days.

Everyone talks about "storytelling," but so few actually do it. Josh Rodriguez is making good on the claim. Check out what he's doing for his credit union--and his members--in the podcast: https://lnkd.in/dpCr6EG2

Loan Participations 101: The blog you never asked for but might as well take three minutes to read! https://lnkd.in/gP-iFpue

Nobody wants to talk about the threat to CU tax exemption... Except for Jason Stverak of the Defense Credit Union Council (DCUC), that is! Tune into the podcast for a good one: https://lnkd.in/gaBbRjr3

So much of the promise of AI lies in personalization. Dr. Marlene Wolfgruber of ABBYY joins the podcast to talk about what this looks like for credit unions. Tune in here: https://lnkd.in/gCY-px9h

Okay, but what does YOUR strategic planning session look like? Here's what we usually see: https://lnkd.in/ePQQ2tF Kirk Drake Chris Otey

The Mortgage Market is Changing—Are You Keeping Up? I had the pleasure of joining CU 2.0 Podcast – Episode 343 alongside Zakary Short, VP of Mortgage Production at Utah Community Credit Union, to discuss how some financial institutions are thriving in mortgage lending while others are stepping away. Zak shared how UCCU (a $3B+ institution) is winning in today’s market by leveraging Total Expert tools to stay ahead, engage borrowers, and drive mortgage growth, even in uncertain times. The key takeaway? Homes are still selling, and people still need mortgages. The institutions that adapt and innovate will be the ones that succeed. Listen in to hear how smart strategies and the right tech are making all the difference: ?? https://lnkd.in/ecem8Gy6 Would love to hear your thoughts—what’s your outlook on the mortgage market right now? ?? #MortgageLending #Banking #CreditUnions #Fintech #DigitalTransformation #CU20Podcast

Just in case doing the right thing isn't its own reward...

Anyone else looking forward to this NACUSO event? Let us know if you'll be there! https://lnkd.in/gM6nhUtJ