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Banking on Experience powered by CRMNEXT

Dec 13, 2021

Hear that? Yep, it’s 2022 knocking at the door. And, if you’re brainstorming how to make this the best year yet for your credit union and its members, we’ve got some expert advice I think you’ll appreciate. 

Jordan Beyer, Founder at Organizational Health Solutions, LLC and Grassroots Advocacy Manager for NWCUA is passionate about the CU space and its future. 

He sits down with our own Joshua Barclay to discuss how financial inclusion, innovation, tech, and more play a role in helping the credit union movement survive and thrive—this week on CRMNEXT’s Banking on Experience. 

Topics covered include: 

  • Jordan’s story - why our expert is so passionate about credit unions
  • Remaining relevant: top tips for CUs
  • Financial Inclusion and the role CUs play
  • Profitability: can financial inclusion be a stepping stone? 
  • Member experience and what Jordan thinks CUs can improve on
  • Tech trends and how to weed out what’s right for your CU
  • Going above & beyond: stories of CUs putting members first 
  • And more 

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