Resources

• How Vantage West is Optimizing Its Portfolio To Withstand Economic Cycles

  From Upstart

  When Vantage West CU decided to prioritize a seamless digital experience and data-driven lending decisions, they knew the right partner was critical. Download this case study and discover how they diversified their loan portfolio, acquired 1400 new members in 6 months, and built in flexibility to withstand the economic cycles.

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• Gaining Control of Financial Services Cybersecurity Regulations

  From Fortra's Tripwire

  This guide covers the main regulations credit unions need to comply with and provides exceptional tips to go beyond simple compliance for powerful cybersecurity coverage.

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• Credit Card Strategy in a Rising Rate Environment

  From Elan Credit Card

  With the current economic environment and rise in interest rates, credit unions may find the credit card market increasingly complex to operate internally. Learn why shifting from insourcing to outsourcing your credit card program can benefit your credit union.

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• Loans Within Reach: Lending Enablement Benchmark 2023

  From Open Lending

  How are credit unions adapting to an increasingly unpredictable and precarious lending environment? This report reveals how many are using lending enablement solutions to mitigate risk, increase loan volume and better reach near-prime consumers.

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• Top 5 Merchant Payments Trends to Watch for in 2023

  From Elan Credit Card

  Customer payment expectations are shifting. Explore the top five merchant payments trends we’re watching in 2023 and learn how a partnership may help meet the needs of your members.

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• Payment Hub Vendors: Options for Credit Unions to Modernize Payment Infrastructure

  From Alacriti

  Access this report for an in-depth evaluation and analysis of key trends and leading vendors in the payments hub and infrastructure market.

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• PCI DSS 4.0 Compliance Tips to Avoid Last-Minute Panic

  From Fortra's Tripwire

  This guide aims to help you understand what is at stake with the looming PCI DSS 4.0 compliance deadline coming in 2024, and provide a prioritized roadmap for becoming compliant while protecting your company from everyday cyber risks and threats.

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• The Executive's Guide to the CIS Controls: Key Takeaways & Action Opportunities

  From Fortra's Tripwire

  This Executive’s Guide to the Center for Internet Security’s CIS Controls is intended to provide busy readers with a comfortable, high-level understanding of the controls--without having to pour through pages of detailed documentation. It is a friendly introduction to an important standard in cybersecurity that will better equip you for decision making with respect to enterprise cyber risk.

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• Unified Member Experiences: The Next Frontier of Digital Transformation in Credit Unions

  From Talkdesk

  The modern member experience is evolving and retention is top of mind for credit union leaders. Members expect to be able to interact with their credit unions on their terms -- either digitally or with hands-on guidance and at their convenience. Download this whitepaper and learn what an improved member experience means today, and see how Apple Federal Credit Union evolved their digital transformation strategy to improve satisfaction metrics through an AI-powered contact center.

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• Ultimate Guide to CoBrowsing

  From GLIA

  CoBrowsing supplies new life to chat and other credit union channels, like phone, to create a high-touch, deeper level of engagement to truly stand out. Access this interactive guide to learn how your credit union can reap the full benefits of CoBrowsing.

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• Minding the GAP Is More Important Than Ever: 8 Reasons Why

  From State National

  Why is Guaranteed Asset Protection (GAP) more valuable than ever before? Here are 8 reasons why protecting your auto loan portfolio -- and your members -- from the financial hazards caused by rising deficiency balances is critical today.

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• Helping Your Members Maintain their Credit Scores with Collateral Protection Insurance (CPI)

  From State National

  Credit scores play an important role in your members’ everyday life, including employment, insurance, and rental eligibility. Learn how CPI can help your credit union support your members’ financial well-being and maintain credit scores, especially in the event of accidents and other unexpected economic circumstances.

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• Why Moving From CPI to Blanket Is Risky Business

  From State National

  Switching your portfolio protection solution from CPI to a blanket policy often comes with unintended consequences for credit unions. This paper illustrates the surprising bottom-line costs (up to $1.7M) and impacts for one credit union who made the switch, and the advantages of CPI.

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• A Collaborative Approach to Credit Union Fiduciary Responsibilities

  From State National

  Business partners and service providers can be an unexpected but valuable resource to help deliver on your credit union’s fiduciary responsibilities. Learn six surprising ways you can leverage your partnerships to best serve your members while also fulfilling your mission.

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• Real-Time Payments: How to Monetize and Stay Competitive

  From Alacriti

  Learn how your credit union can capitalize on real-time payments by both optimizing and monetizing them.

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• Real-Time Payments Funding Agents 101

  From Alacriti

  This white paper uncovers what credit unions should know about using funding agents to connect to real-time payment rails and the benefits they offer.

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• Emerging Technologies and the Rise of Client Experience (CX) in Financial Services

  From Talkdesk

  Credit union leadership is realizing that it takes a hybrid approach of people alongside technology to meet emotional digital expectations of modern members. Download this report and learn how emerging technologies are helping credit unions develop next-generation CX strategies.

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• The Layered Approach to Payments Fraud

  From Co-op Solutions

  Understanding today’s evolving fraud trends is critical for refining your credit union’s mitigation strategies. This white paper explores the booming fraud economy and how to protect your credit union while galvanizing member trust.

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• Stemming the Tide on the New Era of Fraud

  From Melissa

  As credit union membership increases across the nation fraud is happening more often with increasing costs. To strengthen your CU’s defenses discover five critical capabilities you should understand to ensure your fraud solution closes security gaps.

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• Driving Opportunity for Credit Unions: U.S. Vehicle Accessibility Index 2023

  From Open Lending

  There is an enormous opportunity in auto lending yet consumers aren’t buying cars for several reasons. Read this eBook and discover how your credit union can overcome these obstacles to generate new members.

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• The Credit Card Pull: How to Attract the Next Generation of Members

  From Elan Credit Card

  Young adults are the future of your credit union. From college to home-buying, learn why credit cards are key to winning the loyalty of Gen Z and millennials.

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• 6 Signs It's Time to Modernize Your Credit Union's Call Center

  From GLIA

  A vast number of credit unions still rely on legacy telephone systems that are siloed and disconnected from their digital channels and the modern banking experience members expect. This white paper explores how to bring your CU’s phone experience into the modern age.

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• Building the New Member-Centricity: A Blueprint for Credit Union Leaders

  From Co-op Solutions

  This leadership guide outlines practical and actionable steps to help your credit union future proof its business model for generations to come by overcoming the most pressing challenges and meeting new member preferences.

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• Retaining Customers Throughout Technology Upgrades & Conversions

  From GLIA

  Upgrades, modifications or conversions to your credit union’s digital capabilities shouldn’t adversely affect your members. Ensuring that digital customer service is in place before updates provides a familiar way to support users. Download this white paper and learn how to overcome pitfalls and challenges during your technology changes.

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• Think Beyond Credit Score: How Credit Unions Can Grow and Engage Members

  From Elan Credit Card

  A credit union’s ability to deliver the right products and services that best meet members’ daily needs is the most important factor in creating a superior member experience.

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• Personator - Identity Verification & Enrichment

  From Melissa

  Top-performing credit unions need high-speed, rigorous identity resolution to meet compliance requirements and fraud prevention initiatives.Download this solution overview and learn how Personator works in real-time to reduce risk, ensure compliance, and speed up onboarding, all while providing a seamless member experience and easily integrating into your existing systems.

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• 3 Stages of Data Quality Assessments: A Methodology for Success

  From Melissa

  Data is the crux of a successful business, but data integrity issues make managing member information extremely challenging. Download this guide and learn 3 steps to conduct data quality assessments that can ensure your credit union makes the best use of data.

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