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White Paper
Monday, September 21, 2026
KarenGilhooly.com
The New Credit Union Growth Engine
As digital banking makes transactions faster and more interchangeable, the real opportunity for credit unions may lie somewhere technology alone can't compete: helping members make better decisions.
White Paper
Monday, September 14, 2026
KarenGilhooly.com
Why AI Change Management Fails at the Leadership Level
Credit unions are investing in AI, automation, and new technologies designed to improve efficiency and better serve members. But when promising initiatives stall after the pilot stage, the problem isn't always employee resistance or the technology itself.
White Paper
Monday, September 7, 2026
KarenGilhooly.com
Complimentary Whitepaper The AI Talent Gap Hiding Inside Your Own Credit Union
As credit unions prepare their workforces for an AI-powered future, much of the conversation has focused on acquiring new technology, developing new skills, and recruiting new talent.
White Paper
Monday, July 27, 2026
Franklin Madison
Data Rich, Insight Poor: Why Financial Institutions Still Struggle to Act on Their Customer Data
Financial institutions are not short on data. Banks and credit unions know when consumers open accounts, move money, apply for loans, engage with digital channels, respond to campaigns, or shift their financial behavior. The signals are there. The challenge is turning those signals into action.
White Paper
Friday, July 24, 2026
Appli
Early 2026 Loan Calculation & Conversion Trends
The borrowers who need to act are converting at three times their share of traffic, while everyone else just browses. This whitepaper reveals the split your averages are hiding.
White Paper
Monday, July 13, 2026
Bassett Capital Group
Payments Have Become Core to the Member Relationship. Is Your Payment Strategy Ready?
Members now interact with their credit union through the card they tap and the wallet they use far more than through any branch or digital channel. This paper examines the five forces reshaping the payment relationship — and what a member-first response requires before Big Tech, P2P, and BNPL own the moment for good.
White Paper
Wednesday, June 10, 2026
FI Strategies
Mergers Are About People: A Practical Guide to Preserving Culture, Trust, and Member Relationships
Learn how successful credit unions navigate mergers while maintaining employee engagement, member trust, and organizational culture.
White Paper
Wednesday, April 1, 2026
Franklin Madison
Is Cross-Sell Failing at Financial Institutions?
Cross-sell has long been viewed as a growth lever for financial institutions. The logic was simple: if consumers already trust you with one product, offering another should be easy. But today, that model is showing cracks.
White Paper
Monday, March 23, 2026
Franklin Madison
The Mass Affluent Opportunity: Why 2026 Is Your Year to Act
If you’re leading wealth management at a bank or credit union, you’ve likely noticed something striking. The best growth opportunity isn’t out in the market—it’s already banking with you.
White Paper
Friday, December 12, 2025
Franklin Madison
You Might Not Recognize Today’s Insurance Buyer
The modern insurance buyer is no longer defined by a single age group or life stage.
White Paper
Wednesday, November 19, 2025
Franklin Madison
What You Need to Know About Women and the Great Wealth Transfer
Money is power, and over the next two decades an estimated $124 trillion will move from Baby Boomers and older Americans to younger generations in the U.S.
White Paper
Tuesday, November 18, 2025
Bankjoy