I’m no psychologist, but I am a salesman. And I can tell you what happened that day had more to do with sales techniques than any other reason.
Through the Lens of a Salesman: The Capitol Insurrection

I’m no psychologist, but I am a salesman. And I can tell you what happened that day had more to do with sales techniques than any other reason.
Take a look around. Besides the computer, phone, or tablet you’re using, what kind of other physical tech keeps your financial institution running? If you’re working from home, it’s probably all somewhere else. And spread far and wide, right? The first impression is that you have lots of office equipment,…
Digital transformation. It’s not a new idea. Industry leaders have been predicting its onset and pointing the way for years. Our own Credit Union Geek has articles going back to 2014 explaining why and how. Our company blog suggested the idea in 2012. In fact, one of our founders built…
What is an RFP? RFP is the acronym for Request For Proposal. It’s a term heard often in connection with your vendor relationships. We’re on a mission to take them down. And by the end of this article, you’ll want to help. Take an adventure with us. Oh, here’s our…
What’s your take on the small business sector? Are they in need of your financial services? Is there a benefit to attracting them? A lukewarm response to these questions isn’t unusual. Many financial institutions see this segment as high-risk and costly to serve, with low growth potential. Is it true?…