Expert Opinion

Favorable industry conditions, a well-traveled regulatory path and proven member focus will give CUs an advantage in the space.

Consider how your CU might create new member benefits and more sustainable growth through a proactive M&A strategy in 2021.

CU leaders may look to data, aligned with strategy, to guide the decision-making and final outcomes of a merger.

What type of recovery will we experience? V, U, W or K? It isn't quite clear yet.

If your CU is not prepared with a CEO succession plan, the transition will not go smoothly and it could take years for the CU to recover.

Robo-advisors can help CUs compete with the third parties that have been taking members and assets away from them.