New survey reveals Gen Z has been impacted the worst by unemployment benefits and tax return fraud.

We recently brought together Sheldon Reynolds, Vice President of Trusts & Investments at Members Trust Company, and Julie Bates, Managing Director of Delta Community Retirement & Investment Services, to explain how credit union financial advisors can adapt. LISTEN NOW.

Putting forth the effort to extract, clean and use data from card and ACH data sources leads to fresh insights into members' needs.