Total Expert General Manager of Banking James White is back with more industry-leading insights in his article for Credit Union Business News that focuses on helping credit unions shift from a transactional mindset to a relationship-focused mindset.

As your members begin planning for and reaching significant life milestones, their financial needs will become more complex. At those moments, credit unions have an opportunity to engage members with the personalized advice and banking services they need to navigate major financial decisions-and establish themselves as a trusted financial partner for life.