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Guide
Tuesday, July 29, 2025
LemonadeLXP Inc
A Proven Strategy for Bank Tech Implementation
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
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.
Guide
Monday, March 17, 2025
Credit Snap
The Ultimate Guide to AI-Powered Lending at Credit Unions & Banks
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
Wednesday, January 8, 2025
FI Strategies
Creating Unparalleled Returns for Your Members and Employees
Discover how to leverage Map Culture and Compass Culture to help your Credit Union thrive!
Guide
Thursday, December 12, 2024
FI Strategies
Creating Your Statement of Differentiation
Discover how to position your culture to solidify loyalty and engagement with members and employees.
Guide
Thursday, April 11, 2024
Credit Snap
The 7 Essential Features of a Cutting-Edge Deposit Opening Software
Let's dive into the essential features that make a deposit account opening platform stand out.
Guide
Wednesday, April 10, 2024
Kinective
Is it Time to Replace Your Teller Cash Recyclers?
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.
Guide
Wednesday, April 3, 2024
Kinective
The Anti-Manual Manual: The Banker's Guide to Automation Intelligence
If you're reading this, you've probably felt personally affected by laborious, cost-prohibitive processes. Whether in your own branch and digital workflows or seeing the impact on your client experience, manually completing tasks can have a costly impact on every point of the client experience.
Guide
Tuesday, August 29, 2023
FI Strategies
3 Things Every Leader Should Do Today
Being a highly effective leader is a learned skill. Therefore, every leader must consistently hone their skills and establish a regimented process. This report shares three skills and processes every aspiring great leader should begin developing today.
Guide
Wednesday, August 23, 2023
FI Strategies
How to Turn Managers into Coaches and Leaders
For many people in managerial roles, they have received very little, if any, training on how to be a coach and leader. A highly successful transition from “manager” to “coach” requires three key components. Download this free guide to learn more.
Guide
Monday, July 31, 2023
FI Strategies
