Strategic topics
U.S. economic outlook and its impact on credit unions
The presentation will discuss how the new administration, the global economy, the overall financial sector and the labor market will affect the U.S. economy, U.S. interest rates and ultimately credit union balance sheet and earnings performance. We will analyze and establish standards against which your credit union’s performance can be measured. This session will also identify trends of savings and loan activity, and weigh the influence of future economic events on growth patterns out into 2026.
Evolving your credit union in the fintech era: adapting, partnering and thriving
The fintech landscape is evolving rapidly, creating new opportunities and challenges for credit unions. In this session, TruStage Ventures will provide an insider’s look at the latest fintech trends shaping financial services, highlight successful partnerships between credit unions and fintechs, and explore the current investment environment. Join us to gain strategic insights into how credit unions can leverage fintech innovation to drive growth, enhance member experience, and stay competitive in an increasingly digital world.
Driving non-interest income in 2025 and beyond
Driving non-interest income has become a critical component of any credit union’s strategy. This session explores innovative approaches to enhance your non-interest income streams in 2025 and beyond. Throughout this session, you’ll learn about high-impact opportunities, including:
- Exploring partnerships with fintechs to expand service offerings and member engagement
- Utilizing digital channels to drive revenue
- Tapping into the potential of embedded finance to offer seamless experiences
- Leveraging data to identify and respond to new revenue opportunities
- Delivering highly-personalized messages to increase wallet share with new and existing members
The fintech effect: rethinking lending, payments and deposits
Fintech innovation is reshaping core banking functions. This session dives into how credit unions can leverage fintech tools to modernize lending platforms, streamline payment solutions, and attract new deposits. Case studies from TruStage Ventures' fintech portfolio illustrate the transformative potential of these partnerships.
The data dividend: turning insights into action
Data is one of the most valuable assets for credit unions, yet it is often underutilized. In this session, we'll explore various data-related topics, from crafting a data strategy to executing data-driven transformations. You’ll hear real-world examples of how credit unions have harnessed data to improve decision-making, offer more personalized products, and enhance operational efficiency.
Leveraging fintech to deepen member relationships
In an era of instant gratification, how can credit unions deliver a seamless, personalized member experience? This session showcases cutting-edge technologies like AI, open banking, and digital engagement tools that empower credit unions to stay relevant and connected with their members
Building digital strategies: slow and steady wins the race
Think of building your digital strategy like nurturing a garden. It's not about the quickest fix; it's about careful planning, trying out what works (and what doesn't), and making sure each step is as effective as possible. We'll explore tools and tactics that are like your gardening kit, helping you to grow robustly while keeping risks to a minimum.
Key Takeaway: Small, steady steps in the digital world lead to big wins. Patience and the right tools are your best allies!
Visibility matters in a digital age
Imagine your digital platform as a bustling marketplace. To make your products stand out, you need the best stall in the perfect location. We'll share the secrets to making your digital presence pop, ensuring customers know exactly where to find you and what you offer.
Key Takeaway: Being visible is being available right where and when your customer needs you — shine bright in the digital marketplace!
Making the most of your member’s digital experience
Dive into the digital world from the eyes of your members. Like a day in their digital life, we'll walk you through their changing needs and expectations. Understanding these shifts is like decoding a secret language—do it right, and you'll speak directly to their desires!
Key Takeaway: Walk a mile in your members' digital shoes to tailor experiences they'll remember and repeat.
Unveiling key moments of receptivity for digital products
Catching the right moment to chat with a friend makes all the difference in our busy lives, and so it does in digital marketing! We'll guide you through recognizing those perfect moments to engage with members, using broadly available tools and strategies that feel like having a good conversation.
Key Takeaway: Knowing when to say "hello" in the digital world makes your message welcomed and effective.
Learning from historic patterns of integrated experiences
History is the best teacher, even in the technology world! We'll look at a few case studies from our many integrations and share best practices vetted with large and small fintechs, teaching us how to smoothly integrate and embed new products.
Key Takeaway: Learning from the past lights up the path to a smoother, smarter future.
Delivering consistent embedded experiences
Keeping a consistent experience across different platforms is like ensuring your favorite coffee tastes the same, no matter where you order it. We'll explore ways to keep your user experience deliciously consistent, ensuring members always enjoy what you offer, no matter where they are.
Key Takeaway: Consistency is the secret ingredient for trust and satisfaction in the user experience recipe.
Building a balanced approach to innovation
Imagine innovation as a seesaw. On one side, you've got exciting, bold new ideas; on the other, tried-and-true improvements. We'll chat about balancing these to keep your innovation seesaw fun and effective, ensuring you're always moving forward without tipping over.
Key Takeaway: Balance in innovation keeps you moving steadily forward — enjoy the ride!