Expert Opinion

Provide the financial education resources to navigate the mainstream financial system and improve financial well-being.

CUs have an opportunity to guide their members through this increasingly complex and highly stressful life stage.

Automation for exception management reduces the time, costs and headaches associated with manual operations.

CUs must be discerning in their choice of partners, proactive in managing relationships and vigilant in mitigating risks.

Leverage products like vehicle protection plans, which can especially help meet the needs of Gen Z.

AI can be applied to several key areas, including in the branch, online and through proactive outreach and follow-up.