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Every credit union advertises. And, every credit union faces the same question: what disclosures are required on my advertisement? Often, there are internal discussion and meetings (fights, perhaps?) at the credit union–most likely involving those responsible for marketing and those responsible for compliance.Recommended Stories
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White Paper
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Prospecting Essentials to Boost Your Wealth Management Program
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
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.
eBook
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3 Steps to Improve Planning Accuracy for Credit Unions
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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