Resources

• Planning for Profitability: 5 Success Strategies

  From Kaufman Hall

  What is your credit union’s profitability plan and how are you progressing towards those goals? This eBook outlines five success strategies to guide your credit union’s journey to a strong profitability plan.

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• Transform Your Lending Experience with a Pre-Qualification Solution

  From Credit Snap

  Go beyond the standard loan shopping experience and engage your members with a pre-qualification solution that consistently delivers 30 percent more loans at a fraction of your current cost. Realize the power of “No Credit Impact” messaging and the latest in lending technology.

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• Should Payments M&A Activity Trigger a Review of Your Credit Card Operating Model?

  From Elan Financial Services

  Learn how re-evaluating your credit card operating model could lead to an increase in balances and keep your credit union competitive.

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• Trends and Opportunities in Consumer Lending: Auto Loans

  From Harland Clarke

  Auto lending has become increasingly competitive. Explore the trends shaping auto loans today, and opportunities your credit union can leverage to find future success.

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• 2019 Profitability Perspectives: 10 Findings Reveal the Need for Specific Leadership Action

  From Kaufman Hall

  This report reveals how your credit union’s priorities and practices in profitability analysis compare to peers, plus ten recommendations to improve.

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• When Your Credit Union Advisor Clients are Working Against You

  From Cetera Financial Group

  Clients for credit union financial advisors can be irrational when it comes to investments. Here are six pitfalls that may be susceptible to, and steps you can take to help them out.

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• A New Age in Personal Financial Wellness for Your Members

  From MX Technologies

  Encourage your members to build financial strength with an effortless budgeting experience that encourages engagement, and promotes planning.

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• Measuring the ROI on CU Advisor Designations

  From Cetera Financial Group

  Learn the importance of designations, certifications and professional development efforts for credit union wealth management advisors, and how they can lead to more business.

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• Accelerate Performance Improvement -- Best Practices in Budgeting and Planning

  From Kaufman Hall

  Build a better budget! Learn 6 best practices for leveraging the appropriate financial and operational data, processes and tools to improve planning, efficiency and accuracy to drive improved profitability.

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• How to Build Deposits with a Merchant Services Program

  From Elan Advisory Services

  Learn how your credit union can leverage a merchant services program to capture a new stream of deposits that, on average, carries 2x the balance of member checking accounts.

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• 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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• 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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• 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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• 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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