Throughout the nation, in big towns and small, credit unions provide vital financial services. Distinct from banks, credit unions operate as non-profits with each member serving as a part owner. In that sense, credit unions embody the best of both democratic ideals and the spirit of enterprise in American finance.
At Onovative, we take every opportunity to celebrate our credit union partners across the nation, so we’re delighted when someone else sings their praises – especially if that “someone” is Forbes Magazine.
In June, Forbes released its list of the best credit unions in America for 2024 as decided by you. Naturally, we’re thrilled to discover six of our partners on the list!
Onovative Celebrates the Best Credit Unions in America
As a leading provider of all-in-one automated marketing software for banks and credit unions, Onovative knows what it means to succeed in the industry. We help credit unions of every size connect with existing, new, and prospective members in meaningful ways.
Let’s review how Forbes assembled their list of best credit unions and take a moment to celebrate our partners.
Best Credit Unions Criteria
To assemble their list of the best credit unions, Forbes polled 26,000 residents – each of them past or present members. They were asked to rank credit unions on a half dozen telling criteria, including:
- Cybersecurity Measures
- Customer Service
- Quality of Financial Advice
- Fee Structures
- Ease of in-person and digital services
- Trust
Onovative Partners Who Made the Grade
Here are the Onovative partners who made the list this year.
America’s Credit Union
Located in gorgeous Dupont, WA, the aptly named America’s Credit Union connects members with the services they need. Congratulations!
Goldenwest Credit Union
For nearly 90 years, Goldenwest Credit Union in Ogden, UT, has led with a pioneer’s spirit while serving over 175,000 members. Congratulations!
Pathways Financial Credit Union
In Columbus, OH, you’ll find Pathways Credit Union – a true financial partner for members throughout the Buckeye State. Congratulations!
SFCU (Sidney Federal Credit Union)
After 75 years of diligent service, Sidney Federal Credit Union serves numerous communities and counties in New York state. Congratulations!
WECU (Whatcom Educational Credit Union)
For the better part of nine decades, WECU has lived up to the credit union promise – people helping people. Congratulations!
Bonus Tip – Make Copies of Important Documents & Payment Methods
Do you know your passport number off the top of your head? How about the full 16 digits of your preferred credit card? If your most important physical documents are lost or stolen, how will you freeze accounts, prove your identity, or arrange your return trip home?
Before setting out on your trip or hitting the streets from your hotel, consider taking pictures of important documents (front and back) or even writing some information down. For an extra layer of security, keep these back-up copies (and the rest of your valuables) in the hotel safe.
America’s Best Credit Unions Market with Onovative
Looking over the Forbes list of the best credit unions in 2024, it’s apparent how drastically they differ. Some have been in business for nearly a century while others are barely 20 years old. Some have hundreds of employees and dozens of branch locations while others have a dozen employees and one location.
At Onovative, we know that needs and aspirations differ. That’s why we’ve designed our software – Core iQ – to work just as well for a lone financial marketer as it would for a whole marketing department.
Marketing Automation
Financial marketers are busy people. With limited time (and, in some cases, limited resources), staying top of mind and in touch with members can be a slog. Core iQ makes constant contact easy with marketing automation.
Use event-based, time-based, and even behavioral triggers to initiate conversations. From onboarding and customer satisfaction to timely cross-selling, Core iQ takes the guesswork out of outreach.
Core Data
Your banking core is a wealth of data. But using that data in a meaningful way can require your IT department at a minimum or grueling, manual data input at a maximum. Core iQ eliminates both issues by pulling member data directly from your core.
Core iQ updates nightly with the latest member information. Armed with knowledge instead of the next best guess, you can streamline communications, cross-selling, and so much more.
P$YCLE® Premier from Claritas
Your core data is truly valuable, but it can only demonstrate the details that your members provide. To market with precision and increase outcomes, you need a different dataset from a trusted provider.
P$YCLE Premier from Claritas is a powerful data segmentation model drawing on income, assets, purchase behaviors, and over 60 other data points. Core iQ has been designed to combine core data and third-party or ancillary data for maximum precision.
To Be the Best, Partner with the Best – Speak to Onovative Today
Financial marketing is unique, so why use the same email, data, and outreach tools favored by broader industries? Core iQ has been engineered specifically for banks and credit unions. Packed with helpful features and uplifted by constant, attentive support, Core iQ is the only tool financial marketers need.
To learn what Onovative can do for your credit union, reach out today.
Join a Winning Team – Speak to Onovative About Your Needs
Outcomes matter to Onovative, especially when serving the community credit unions that power our financial lives. We know the impact you make and how important your services are to our everyday business and long-term dreams. Let’s chat about how Onovative can support you and your members. To get the conversation started, contact us today!
Sources:
Peachman, Rachel Rabkin, ed. “Forbes 2024 America’s Best Credit Unions in Each State List.” Forbes, June 18, 2024. https://www.forbes.com/lists/best-in-state-credit-unions/.
The post Onovative Partners Listed as Best Credit Unions According to Forbes appeared first on Onovative.
