• The Era of Being a Member's Primary Financial Institution is Over

  • Jul 29 2024
  • Length: 29 mins
  • Podcast

The Era of Being a Member's Primary Financial Institution is Over

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  • Summary

  • Credit unions continue to chase outdated goals, aiming to be the primary financial institution for their members despite changing market dynamics. Is the quest to be a primary financial institution still relevant in today's diverse financial services market? How can Credit Unions adapt rather than trying to be everything to everyone?

    In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Greg Gallant, President/CEO, WeStreet Credit Union to chat about why pursuing the status of primary financial institution may no longer be viable and what credit unions should focus on instead.

    PLUS: We talk about how to start your journey towards alignment through culture AND we talk about some unconventional methods to achieve growth.

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