Competitive Edge

Enhancing Relationships and Improving Experiences for Credit Unions and Banks

A Winning Combination

With InMoment and Competitive Edge, you get a unique combination of data, technology, and strategic intelligence for improving experiences along with personalized credit union and banking member/customer experience expertise. Together, we work with credit unions and banks to deliver superior experiences.


  • Proven Method to Drive Member/Customer Satisfaction and Loyalty
  • Extensive Bank and Credit Union Expertise
  • Deep Understanding of the C-Level
  • Supplemental Staff for Smaller Credit Unions

Drive Above and Beyond Member Service

Financial services are evolving quickly so it is important that you maintain relationships and find relevancy with your members/customers. Some credit unions and banks are struggling to know exactly what members/customers need or want from them and their employees don’t understand what is needed of them to drive customer and employee satisfaction and loyalty.

That’s why we’re focused on driving continuous experience improvement and in helping credit unions and banks understand their members/customers needs better to be able to go above-and-beyond for them by creating exceptional experiences and superior performance from their people and the systems that members interact with.

“61 percent of millennials would like their bank or credit union to provide tools that monitor spending behaviors, budgeting, and other financial wellness metrics, compared to just 50% of Gen Z and 36% of Boomers.” – Raddon, 2022 Trends

Measure the Member Experience Across Customer Touchpoints

Our team is an extension of your team and can take all the hard lifting of establishing or adding to the way you track satisfaction levels among both members/customers and employees and give you the information you need to act upon what you find. We can help you empower your employees, and teams to make changes so they focus on the areas of service that are most important to you and your member/customer needs. We have expertise in identifying ways to ask for feedback at just the right moment and in the right way. Whether that’s following an online or mobile banking transaction, in-branch, or after a member has spoken to someone in your call center.

A Quality Loop Method that Works

Using a 5-Step Quality Loop method we give credit unions a tried-and-true method to use feedback directly from your member interactions to sharpen your employee and system performance. Again, we do all the heavy lifting for you so we can act like an
extension of your team.

Creating Superior Experience One Member at a Time

Together, InMoment and Competitive Edge are ready to help you continuously improve experiences by using our industry expertise and proven best practices to create superior experiences to increase your member/customer and employee satisfaction and loyalty.

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North America
United States/Canada (English)
DACH (Deutsch) United Kingdom (English) France (français) Italy (Italian)
Asia Pacific
Australia (English) New Zealand (English) Singapore (English)