Video Interview: Jillian Reilly - Author, The Ten Permissions


Join our CEO Paul Robert as he sits down with author Jillian Reilly to discuss her new book The Ten Permissions: Redefining the Rules of Adulting in the 21st Century (available September 16th). Their discussion ranges from her career as a change facilitator for a variety of organizations, to the effects of Gen Z on the workplace, and everything in between. Click on the video above to watch the full interview!

Direct Banks Are Winning Younger Customers

from J.D. Power

New findings from the J.D. Power 2025 U.S. Direct Banking Satisfaction Study reveal how direct banks are shaping the future of banking by delivering more than just competitive rates. Paul McAdam, Senior Director of Banking and Payments Intelligence at J.D. Power, breaks down what’s driving satisfaction—and where direct banks still have work to do.
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Podcast: Leadership's Role in Credit Union Success

In the latest episode of The Credit Union Sales & Marketing Podcast, Bill and Paul discuss the critical role of leadership in credit unions, focusing on the importance of strong leaders in navigating industry changes. They are joined by Tammy O'Hara, an Executive Benefits Consultant, who explains the significance of executive benefits like SERPs in retaining talent and ensuring smooth succession planning.


Click the link below to listen and subscribe to The Credit Union Sales & Marketing Podcast on Apple Podcasts, Spotify, or YouTube!
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Three Things A Leader Should Do Today

by Paul Robert


Being a highly effective leader is a learned skill. Leaders aren’t born, they’re developed. Therefore, every leader needs to consistently hone their skills and establish a regimented process.
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Thriving Employees Will Result in Thriving Credit Unions

by Paul Robert


Richard Branson said, “Take care of your employees and they will take care of your clients.” There’s no better time to focus on taking care of your employees. In this article, we share specific tips to create a thriving culture.
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MemberXP Spotlight: The Power of Personalization in Credit Union Customer Service

The core of a credit union's success lies in providing exceptional customer service. The traditional focus on products and services is making way for a new era where credit unions embrace member-centric approaches. Within this shift, the untapped potential of personalized customer service will transform the journey as we create unforgettable experiences for every member.
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