Toss out the rule book to increase retail investment and insurance penetration rates.
New year resolutions can deepen member relationships.
Only about 10% of people say they would consult a credit union about investing a $25,000 windfall.
The Madison, Wis.-based firm invests more than $25M into CBSI to help credit unions earn more noninterest income.
Houston-based firm will take credit union's retirement services 'to a higher level', CEO Stephanie Sherrodd said.
Credit unions aren't well positioned to capture the $30 trillion baby boomers are expected to pass on to their children.
Suzi Williams remembers 30 years ago when a male client would come in for retirement advice and other long-term goals, and if married and his wife came in too, she would sit quietly.