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Case Study
Friday, September 5, 2025
SavvyMoney
From Scores to Solutions: How HAPO Credit Union Turned Financial Wellness into Loan Growth
Financial wellness isn’t just a mission; it’s a growth strategy. See how HAPO Credit Union leveraged embedded credit tools to build member trust, drive engagement, and unlock measurable loan growth.
Guide
Sunday, August 31, 2025
SavvyMoney
Marketing to Gen Y & Z: How to Win the Next Generation of Consumers
Millennials and Gen Z now make up nearly half the U.S. population, and they’re rewriting the rules of engagement. If your marketing doesn’t speak their language, you’re already behind.
White Paper
Thursday, August 14, 2025
Credit Snap
4 Proven Strategies to Grow Your Loan Portfolio, No Matter the Economy
In today’s volatile financial landscape, credit unions face unique lending challenges. This exclusive white paper offers clear, actionable strategies to help your credit union not only weather the storm but thrive.
White Paper
Wednesday, July 30, 2025
Franklin Madison
The #FinTok Phenomenon
Gen Z and Millennials are rewriting the rules of financial engagement—and they’re doing it on TikTok. With over 4.7 billion views, #FinTok isn’t just a trend—it’s changing the way younger consumers learn about, evaluate, and purchase financial products.
White Paper
Friday, July 25, 2025
Franklin Madison
We Need to Talk About DAD: The Dormant Accounts Dilemma
How Financial Institutions Can Make Dormant Accounts Active and Win Loyalty
Guide
Thursday, July 17, 2025
Chimney
6 Ways NerdWallet Is Stealing Your Members (And What To Do About It)
This guide breaks down six specific ways fintechs like NerdWallet are capturing your members’ attention—and their business—before they ever reach your website. Learn how to fight back with embedded tools, smarter data, and digital-first tactics that keep members engaged inside your ecosystem.
Guide
Friday, July 11, 2025
Chimney
How to Guide: 6 Ways to Win Home Equities and REFIs in a Down Market
Discover 6 strategies to help credit unions win more HELOCs and refis in a high-rate market—using real-time property data, smarter targeting, and automated campaigns to compete with digital-first lenders.
White Paper
Wednesday, July 9, 2025
Franklin Madison
Your Customers Have Insurance Gaps—Are You Letting Someone Else Fill Them?
Did you know that roughly 50% of Americans are underinsured or completely lack essential coverage? That means half of your consumer base could face financial devastation due to an unexpected event—whether it’s a medical emergency, a car accident, or identity theft.
Case Study
Tuesday, June 24, 2025
Lodestar
Is Your Marketing Strategy Proactive — Or Just Playing Catch-Up?
CMOs and marketing leaders are under pressure to prove ROI, personalize at scale, and deliver real-time engagement. But if your data strategy is reactive, you're already behind. In this guide, discover how proactive data use can transform your marketing from guesswork to growth-driving machine.
White Paper
Wednesday, June 11, 2025
Franklin Madison
Why Improving Member Engagement Is Critical for Credit Unions in 2025
What used to be a close, values-based relationship is becoming increasingly fragmented. Many credit unions are seeking deeper insights into their members’ evolving needs and levels of engagement.
Research / Report
Thursday, June 5, 2025
Elan Credit Card
Virtual Cards Are Going Mainstream. Is Your Credit Union Ready to Compete?
Digital-first members expect seamless, secure payment options — and virtual cards are leading the charge.
White Paper
Wednesday, May 7, 2025
LEVEL5, LLC