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Guide
Thursday, October 2, 2025
Boost.ai
Trends, insights and prediction for conversational AI in 2025 - and beyond
The rapid push to adopt AI has created “hyperfatigue” and a critical demand for measurable ROI. This guide – complete with trends, insights and predictions from industry experts – provides a clear roadmap to move from AI exploration to strategic validation.
White Paper
Wednesday, October 1, 2025
Elan Financial Services
Download Your Consumer-Credit Blueprint
Financial institutions that provide customers with personalized education and proactive support can strengthen trust, deepen relationships, and grow long-term impact. Download the full whitepaper to learn more.
Research / Report
Thursday, September 25, 2025
Boost.ai
Gartner® Magic Quadrant™ for Conversational AI Platforms
This evaluation provides a comprehensive overview of the conversational AI market, helping businesses choose the platform that aligns with their requirements.
White Paper
Monday, September 15, 2025
Franklin Madison
"My Financial Institution Sells Insurance--Really?" Why Is This News to Consumers?
Most consumers trust their bank or credit union with their money—but ask them if their institution offers insurance products, and you’ll likely get a blank look. Let’s unpack why this disconnect exists—and how to fix it.
Guide
Wednesday, August 27, 2025
FI Strategies
The Right Kind of Sales
A practical blueprint to shift from service‑to‑sales to an Awareness & Advice model that deepens member relationships and drives growth.
White Paper
Thursday, August 14, 2025
Credit Snap
4 Proven Strategies to Grow Your Loan Portfolio, No Matter the Economy
In today’s volatile financial landscape, credit unions face unique lending challenges. This exclusive white paper offers clear, actionable strategies to help your credit union not only weather the storm but thrive.
Case Study
Friday, August 8, 2025
FI Strategies
Gen Z in the Workplace: A Challenge? or Your Greatest Opportunity?
Discover how forward-thinking credit unions are transforming their cultures to attract and retain Gen Z talent, and why your long-term success depends on it.
eBook
Friday, August 1, 2025
LemonadeLXP Inc
Training That Actually Keeps Up
Outdated training is costing you time, money, and talent. This guide shows how AI-powered tools can help you create, maintain, and deliver learning content that keeps pace with change—and drives real results.
White Paper
Wednesday, July 30, 2025
Franklin Madison
The #FinTok Phenomenon
Gen Z and Millennials are rewriting the rules of financial engagement—and they’re doing it on TikTok. With over 4.7 billion views, #FinTok isn’t just a trend—it’s changing the way younger consumers learn about, evaluate, and purchase financial products.
Guide
Tuesday, July 29, 2025
LemonadeLXP Inc
A Proven Strategy for Bank Tech Implementation
New tech rollouts don’t have to cause chaos. This guide lays out a proven strategy to help financial institutions reduce disruption, upskill staff, and drive adoption—without overwhelming your teams or your customers.
White Paper
Friday, July 25, 2025
Franklin Madison
We Need to Talk About DAD: The Dormant Accounts Dilemma
How Financial Institutions Can Make Dormant Accounts Active and Win Loyalty
eBook
Monday, July 14, 2025
LemonadeLXP Inc