Practice and client management

CU executives are taking the reins at one corporate credit union, plus more news of new hires, promotions and accolades at CUs across the country.

New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.

Terri Salstrom has been with the credit union for more than 35 years, with 25 of those years as president and CEO of the $245 million-asset institution.

The alliance aims to improve marketing and technology offerings for credit unions and their members.

Data about client behavior will drive better user experiences.

Jeff Deuel will take over as CEO of Heritage Bank in Olympia, Wash., for Brian Vance, who will remain as the head of the holding company until next year.

Branding can help define a de novo's strategy — and be costly and confusing to change if not done well.

Level One Bank in Farmington, Mich., has hired a team of mortgage bankers from MB Financial, which previously announced it was shutting down this business line.

There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.

The Greenbelt, Md.-based credit union reached the $1 billion mark after recording nearly $4 million in net income for 2017.

These teens and early 20-somethings are hardworking, frugal, prudent, debt averse and fiercely opposed to fees — much like their great-grandparents who grew up during the Depression.

By intelligently applying friction, where the entry of a PIN or a swipe of the screen can be used to correlate against known data, we can better prove that the correct user made the transaction and avoid the costs and disruption associated with fraud and disputed claims, writes Zia Hayat, CEO of Callsign.

Another look at how credit unions are giving back and making a difference in consumers' lives.

Banks could shed as much as 20 million square feet of office space over the next five years as they shift many functions to high-tech operations centers in markets with cheaper rents.

Beach Community Bank, which recently added $100 million in capital, hired veteran banker Carl Chaney as its executive chairman.

JPMorgan Chase denied a report in the German magazine WirtschaftsWoche that it's interested in acquiring a stake in Deutsche Bank, after the lender's share price slumped.

Mark Herter has been with the credit union since 1985 and will be succeeded as CEO by current president Laura Campbell.

When bank customers are treated poorly by branch employees, it can damage the relationship even if the specific issue is effectively resolved.

More than three decades after American flags stopped being placed at headstones at Fort Snelling National Cemetery, one Twin Cities-area credit union brought the flags back – for more than 200,000 gravesites.