To Capture Primary Financial Relationships, Credit Unions Must Win the Moments That Matter

Summary: The Velera CU Growth Outlook research study, completed in partnership with EY and Filene Research Institute, provides insights to credit unions on how to keep up with the needs and demands of their members, while remaining competitive. Carrie Stapp, SVP of Marketing for Velera, discusses the results of the 2024 study and explores why credit unions must win the moments that matter in order to capture primary financial relationships.