Cliqa & Credit Unions
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Community vs. Commodity: Leveraging Grassroots Marketing to Win the “Barrio”
In the age of digital dominance, many financial institutions fall into the trap of viewing…
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Compliance vs. Culture: Navigating KYC for Non-Resident Members Without Friction
For Credit Union leaders, the desire to serve the thriving Mexican and Latino immigrant community…
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The ROI of Inclusivity: Making the Financial Case for a Dedicated Multicultural Budget
In the modern financial landscape, every dollar spent must prove its return. When reviewing budget…
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Beyond Translation: Why Your “Spanish” Campaign is Failing and How Cultural Intelligence Wins Members
Chief Marketing Officers are under constant pressure to generate a return on investment (ROI). In…
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Operational Readiness: Is Your Branch Network Actually Ready for a Hispanic Growth Strategy?
As Credit Union CEOs sign off on aggressive marketing strategies targeting the lucrative U.S. Latino…
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From Remittances to Mortgages: Mapping the Lifecycle of the Mexican-American Member
For CEOs, CLOs, and CMOs, the holy grail of growth is not a single transaction,…
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The ITIN Loan Revolution: Mitigating Risk While Capturing the Mexican-American Homebuyer
For decades, the Individual Taxpayer Identification Number (ITIN) lending space has been viewed by many…
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Future-Proofing Your Charter: Why Gen Z Latinos are the Key to Your 2030 Membership Goals
If you asked a group of Credit Union CEOs what their greatest long-term challenge is,…
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“Confianza” as Currency: The CEO’s Guide to Building Radical Trust with Unbanked Communities
In the boardroom, we measure assets in liquidity, loan portfolios, and reserves. But when entering…
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The $3.2 Trillion Blind Spot: Why Your Credit Union’s Future Depends on the U.S. Latino Market
If someone told you that the world’s fifth-largest economy was sitting right in your backyard,…