Resources

• Prospecting Essentials to Boost Your Wealth Management Program

  From Cetera Financial Group

  Learn client/member acquisition strategies to increase the longevity and profitability of your credit union’s wealth management program.

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• 5 Must-Haves in a Cloud Financial Management System

  From Workday

  This white paper will help your evaluation efforts by outlining the top 5 goals a cloud-based financial management system should strive to reach for credit unions.

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• 3 Steps to Improve Planning Accuracy for Credit Unions

  From Kaufman Hall

  Learn how to balance efficiency and accuracy better in the budgeting process, the benefits of cash flow planning, and the shortcomings of traditional approaches.

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• How Online Information Drives Real-World Results

  From Harland Clarke

  Explore tips, trends, and opportunities in the digital landscape that will help harmonize your credit union’s online and physical touch points to provide a better customer experience.

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• Tips to Help Your Credit Union Integrate Surveillance Video with Transaction Data

  From March Networks

  When it comes to fighting fraud at retail banking branches and ATMs, few tools deliver the benefits of integrated surveillance video and transaction data. Find out what the integration process entails, and how your credit union can get started.

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• Infographic: Banking on Customer Service & Security

  From March Networks

  See how customer service and security perceptions are shaping member banking choices and where intelligent video solutions can help

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• Reinventing Consumer Loans: How Community-Based FIs Can Win the Millennial Lending Market

  From Kasasa

  Consumer loans are rising among Millennials. Learn how your credit union can capture a larger share of the growing demand by reinventing your consumer loan offers.

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• How First Tech FCU Elevated Member Applications with Omnichannel 2.0 Solution

  From Avoka (Now part of Temenos)

  Discover how this top 10 credit union modernized their omnichannel member experience to realize a 65% application completion rate and increase efficiencies.

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• Avoiding FOMO: How CU Advisors can Turn Missed Opportunities into Maximized Possibilities

  From Cetera Financial Group

  This white paper outlines four services that clients of credit union advisors might be missing out on, how to can broach the need for these services with your clients, and tips to help you prospect new clients and gain greater wallet share of existing clients.

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• How Cyprus Credit Union Boosts Business with Easy, Integrated Lending Services

  From Finastra

  Learn how Cyprus Credit Union is boosting its lending business, sharpening compliance and shaping a better member experience.

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• Mapping the Member Journey to Drive Growth & Retention

  From CO-OP Financial Services

  Gain knowledge and insight into your members, and discover the untapped opportunities that exist in the current marketplace.

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• Helping Banks & Credit Unions Open New Relationships with Healthcare Clients

  From Epic River

  Learn how your credit union can onboard new sources of deposit revenue from hospital systems and healthcare providers in your community with the strategy outlined in this white paper.

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• Thriving in a Rising Rate Environment

  From Kasasa

  Learn why reward-based checking accounts are an effective weapon against rising interest rates, and how they enable your credit union to more effectively retain and compete for consumer deposits.

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• Investment Program Oversight: Your Guide to Comply with New Regulations

  From Cetera Financial Group

  Stay informed with a helpful handbook for compliance oversight.

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• How Credit Unions Can Leverage HR and Finance Data for Mutual Success

  From Workday

  Start unlocking new opportunities for credit union growth, improve employee satisfaction, and boost the bottom line by learning how HR and finance team data can work together in a streamlined approach.

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• Finding the Silver Bullet for Margin Compression

  From Kasasa

  Learn how a holistic cost of deposit (COD) approach highlights the potential to add millions of dollars in direct income to your credit union through reward-based checking accounts.

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