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Guide

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Guide
7 website redesign insights for 2026
Wednesday, November 12, 2025 MetriFi Most credit union websites look great, but they’re built on guesswork. See what actually converts, backed by data from 75 real A/B tests.
Guide
6 Ways to Turn Website Visitors Into Account Holders
Friday, October 10, 2025 Chimney How financial institutions can transform online engagement into real lending results.
Guide
Win the Next Generation: Proven Tactics for Marketing to Millennials & Gen Z
Sunday, August 31, 2025 SavvyMoney 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.
Guide
The Right Kind of Sales
Wednesday, August 27, 2025 FI Strategies A practical blueprint to shift from service‑to‑sales to an Awareness & Advice model that deepens member relationships and drives growth.
Guide
A Proven Strategy for Bank Tech Implementation
Tuesday, July 29, 2025 LemonadeLXP Inc New tech rollouts don’t have to cause chaos. This guide lays out a proven strategy to help financial institutions reduce disruption, upskill staff, and drive adoption—without overwhelming your teams or your customers.
Guide
6 Ways NerdWallet Is Stealing Your Members (And What To Do About It)
Thursday, July 17, 2025 Chimney 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
How to Guide: 6 Ways to Win Home Equities and REFIs in a Down Market
Friday, July 11, 2025 Chimney 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.
Guide
The Ultimate Guide to AI-Powered Lending at Credit Unions & Banks
Monday, March 17, 2025 Credit Snap This guide delves into the reasons for growing adoption of AI in lending, its biggest challenges, and the role of innovative lending platforms in the transformation of core processes for both lenders and borrowers.
Guide
Creating Unparalleled Returns for Your Members and Employees
Wednesday, January 8, 2025 FI Strategies Discover how to leverage Map Culture and Compass Culture to help your Credit Union thrive!
Guide
Creating Your Statement of Differentiation
Thursday, December 12, 2024 FI Strategies Discover how to position your culture to solidify loyalty and engagement with members and employees.
Guide
The 7 Essential Features of a Cutting-Edge Deposit Opening Software
Thursday, April 11, 2024 Credit Snap Let's dive into the essential features that make a deposit account opening platform stand out.
Guide
Is it Time to Replace Your Teller Cash Recyclers?
Wednesday, April 10, 2024 Kinective If your team is starting to have conversations about your TCR (teller cash recycler) replacement strategy... stop where you're at. This workbook will take you through the right questions to ask, and metrics to pay attention to, to save money and maximize budget.