Tech Tips
Simple insights and practical strategies to help your financial institution stay modern, secure, and member-focused.

Tech Tips

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Is Your Website Loading Fast Enough?
  • Visitors start leaving after just a few seconds of waiting.
  • Tip: Compress images before uploading.
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Check Your Website on Mobile
  • Over half of website traffic is mobile.
  • Tip: Review your homepage on your phone once a month.
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Broken Links Hurt User Experience
  • Nobody likes clicking a link that leads nowhere.
  • Tip: Test your most important links quarterly.
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Refresh Outdated Content
  • Keeping your content fresh builds trust and shows visitors that your website is actively maintained.

  • Tip: Set a quarterly reminder to review your rates, team photos, and event pages to ensure everything is up to date and accurate.

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Accessibility Matters
  • Accessibility isn't just about compliance - it's about creating a better experience for every visitor.

  • Tip: Add descriptive alt text to images, use clear heading structures, and ensure sufficient color contrast so your content is easier for everyone to access.

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Use Multi-Factor Authentication (MFA)
  • MFA adds an extra layer of security that can stop unauthorized access.

  • Tip: Enable MFA anywhere it's available, especially for email, banking, and administrative accounts.

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Beware of Urgent Email Requests
  • Scammers often create a sense of urgency to get people to click links or send sensitive information.
  • Tip: If an email pressures you to act immediately, pause and verify the request through another method.
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Strong Passwords Matter
  • Using the same password across multiple accounts increases your risk if one account is compromised.
  • Tip: Use a password manager to generate and securely store unique passwords for every account.
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Keep Your Software Updated
  • Software updates don't just add new features - they often fix important security vulnerabilities.
  • Tip: Turn on automatic updates whenever possible for your devices and applications.
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Think Before You Click
  • Cybercriminals often disguise malicious links to look legitimate.

  • Tip: Hover over links before clicking and double-check the website address if something feels off.

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Every Page Needs a Clear Call-to-Action
  • Visitors shouldn't have to guess what to do next.

  • Tip: Include buttons or links that clearly guide users to apply, contact you, or learn more.

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Review Your Website Analytics
  • Your website data tells a story about how visitors interact with your content.

  • Tip: Check your analytics monthly to identify popular pages and areas that may need improvement.

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Make Your Navigation Simple
  • Too many menu options can make it harder for visitors to find what they need.
  • Tip: Keep your navigation clear, organized, and focused on the tasks visitors complete most often.
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Make Your PDFs Searchable
  • Important information hidden inside PDFs can be harder for visitors (and search engines) to find.
  • Tip: Whenever possible, put key information directly on your website instead of relying solely on PDFs.
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Search Your Website Like a Visitor
  • Something easy for your team to find may not be obvious to a first-time visitor.
  • Tip: Search for things like your routing number, rates, hours, or loan information and see how quickly you can find the answer.
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Don't Forget Your 404 Page
  • Broken or outdated links happen - but a dead end doesn't have to frustrate visitors.
  • Tip: Create a helpful 404 page with links back to popular pages, search, or your homepage.
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Make Links Easy to Understand
  • "Click Here" doesn't tell visitors - or screen readers - where a link will take them.
  • Tip: Use descriptive link text like "View Current Rates" or "Explore Auto Loans."
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Keep Forms Simple
  • Long or complicated forms can cause visitors to give up before hitting submit.
  • Tip: Only ask for the information you actually need and clearly label every field.
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Don't Make Visitors Hunt for Rates
  • Rates are often one of the first things members and potential members look for.
  • Tip: Make current rates easy to find from your main navigation and relevant product pages.
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Give Every Page a Purpose
  • A webpage without a clear next step can leave visitors wondering where to go.
  • Tip: End key pages with a relevant action like "Apply Now," "Contact Us," or "Learn More."
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Don't Let Pop-Ups Take Over
  • Alerts and promotions are helpful - until they get in the way of the website experience.
  • Tip: Keep pop-ups timely, relevant, and easy to close, especially on mobile devices.