Know your leads. Grow your Business.

A new year means new opportunities — and new pressure to make every marketing dollar count. Whether your focus is to expand your portfolio, deepen existing relationships or improve marketing efficiency, this checklist will help you prepare to drive stronger, smarter growth all year round.

You’ll discover how to:

• Master the new prospecting formula
• Use data to drive personalization
• Create cohesive messaging across channels

Experts from Experian, Micronotes, and Premier America Credit Union explore how credit unions can reach the right prospects at the right time to drive measurable loan and member growth.

Home equity lending is shifting fast and hidden risks could be costing you.

• Fraud is rising: Identity theft and misrepresentation are becoming more common, increasing losses and slowing approvals.
• Workflows are outdated: Manual processes and legacy systems are creating bottlenecks and inefficiencies.
• Profitability is impacted: Many lenders underestimate how these issues affect their bottom line.

Get ahead of the 2026 holiday shopping season with our expert prep guide. Discover proven strategies, marketing tips, and consumer insights to maximize loyalty and retention efforts, boost customer engagement, and ensure you are top of wallet.