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Scope of Expertise

Member & Consumer Behavior

Understanding member and consumer financial service needs is fundamental to managing and growing a credit union. Find out about member and consumer attitudes toward (and use of) financial services and financial institutions, demographic trends, generational characteristics, political activism, member profiles and emerging markets for financial services.

Lending & Financial Services

Staying up-to-date about the latest financial products and services available to the members is always a challenge. Get the latest on lending and savings products, financial planning and investment services, insurance, transaction and business services, and promising new features and account structures.

Economics & Finance

Credit unions benefit from insights on the economic and financial environment in which they operate. Get accurate economic forecasts, successful /liability management (ALM) strategies, the latest credit union outlook for loans and savings, and insights on business and disaster recovery planning, investment portfolios, profitability, productivity, and emerging financial trends.

Marketing & the Competition

The marketing environment is more competitive than ever. Take advantage of CUNA’s expertise in customer (member) relationship management, branding, credit union differentiators, relationship pricing, segmentation strategies, profitability analysis, member satisfaction, member education, and proven strategies for attracting and retaining members.

Technology & Delivery Channels

Advances in technology are creating new challenges, opportunities and alternative delivery channels. Get up- to-date information and advice on e-commerce, m-commerce (wireless or "mobile commerce"), communications and relationship management systems, online banking, automated lending systems, security, service facilities, and emerging delivery channel trends and preferences.

Human Resources & The Workplace

Credit unions thrive on positive, productive workplace environments. Improve operations with solid information on the labor forecast, compensation and benefits, recruitment and retention, training and education, leadership, management and cultural issues, legislation, and emerging human resource trends. Use the credit union philosophy to attract and retain a diverse work force to match your membership.

Philosophy & Advocacy

The credit union difference is founded, in part, on our mission of fostering economic democracy by offering affordable financial services. CUNA resources help credit unions position themselves in the financial marketplace by emphasizing their unique cooperative philosophy and democratic principles. CUNA also offers expertise to help incorporate those principles into daily operations, extend services to the undeserved, and communicate the credit union difference to members, non-members and legislators.

For more information
Call Toll Free:1-888-837-4589
Email: advisors@cuna.com