Many credit unions offer traditionally underserved members an advantage in not just banking, but financial planning. One crucial asset they can offer is financial education, providing not only a way to manage their money but also a way to achieve their financial goals.
In this episode, Charlotte Nemec, President and CEO of Canopy Credit Union, talks about what community means to a credit union, and how an investment in members helped to grow their lending portfolio.
Join us as Jeff and Charlotte discuss:
Technology fixes and staffing changes that can help expedite limited time marketing campaigns to bring more lenders in
The structure of a CUSO and what it meant to have 4 credit unions come together in one community
Leading a credit union with a ‘people first’ mindset


Want to learn more about how Upstart partners with credit unions? Check out this case study mentioned in the episode.