A card portfolio is one of a credit union's primary revenue centers, but it can also be a valuable resource in capturing actionable insights and achieving transformative results.

Leveraging transactional data helps credit unions pinpoint cardholder usage patterns and deliver appropriate marketing messages to the right members, at the right time. To learn more, hit play.

Highlights from the October 22 webcast "How Your Credit Union Can Thrive in 2021," sponsored by Information Builders (ibi).

In this episode of the "Credit Union RX 2020" podcast series, we spoke with Jason Ritzenthaler, Co-Chief Investment Officer and Director of Investments and Institutional Business for Members Trust Company. He explains how Members Trust Company has helped credit union partners offset 63% of employee benefits costs.

In this episode of the "Credit Union RX 2020" podcast series, we brought together Neil Archibald, Chief Operating Officer for Members Trust Company, and Kathy Courtney, Chief Operating Officer of Greenstate Credit Union, to discuss the benefits of entering bank acquisition transactions with a third-party acquisition partner.

Trust administration is a detail-oriented and time-consuming task, yet many clients decide to let their "eldest child handle it" or decide that "since my brother is a CPA, he can do it." The challenge is that the client is asking a loved one to take on a major burden during an emotionally difficult time. LISTEN NOW.

We recently brought together Sheldon Reynolds, Vice President of Trusts & Investments at Members Trust Company, and Julie Bates, Managing Director of Delta Community Retirement & Investment Services, to explain how credit union financial advisors can adapt. LISTEN NOW.

Over the next several decades, the biggest and wealthiest generation in U.S. history will transfer $30 trillion in assets to their children. The problem is that 60% of American adults don't have an estate plan. LISTEN NOW.