Strategic Community Investments By Credit Unions
Many credit unions offer traditionally underserved members an advantage in not just banking, but financial planning. One crucial asset they can offer is financial education, providing not only a way to manage their money but also a way to achieve their financial goals.In this episode, Charlotte Nemec, President and CEO of Canopy Credit Union, talks about what community means to a credit union, and how an investment in members helped to grow their lending portfolio.Join us as Jeff and Charlotte discuss:Technology fixes and staffing changes that can help expedite limited time marketing campaigns to bring more lenders inThe structure of a CUSO and what it meant to have 4 credit unions come together in one communityLeading a credit union with a ‘people first’ mindsetWant to learn more about how Upstart partners with credit unions? Check out this case study mentioned in the episode.