In this Q&A, Bill Snider, vice president of digital strategy and marketing, and Janet Preteroti, vice president of member experience, discuss Clearview’s move to a digital-first mindset, changes it has made, branch champions, and more. Today, Clearview actively communicates with employees about the credit union’s digital-first stance and even has embedded in branches technology champions to educate front-line staff about offerings and stress their member experience benefits. The billion-dollar cooperative knew technology - whether online, via mobile, in the branch, or more - was the best way to compete in a crowded market. In 2019, however, the credit union doubled down with a digital-first approach to operations. For years it has offered digital channels and tracked how members engage with them. Since 2019, the credit union has focused on digital channels, internal processes, and technological education for front-line staffers.Ĭlearview Federal Credit Union ($1.6B, Moon Township, PA) is no stranger to digital banking. Clearview FCU is on a mission to improve its digital strategy to make banking more convenient for members and more efficient for employees.