Jim DuPlessis

Resources

• Connected Conversations: How AI and Chatbots Are Making Credit Unions More Human

  From Bold360 by LogMeIn

  Explore four ways modern AI chatbots can enable your credit union to deliver the “human factor” that good customer experience demands, while increasing employee productivity.

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• The Digital Banking Roadmap for Credit Unions

  From DocuSign

  Discover how smart credit union leaders are going digital - while playing to their strengths of low rates and high member satisfaction - to compete with big banks and tech startups for lucrative financial services.

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• Moving Forward with Mortgage - How Credit Unions can Support a Healthier Housing Market

  From Finastra

  Discover how COVID-19 is affecting the housing market and how your credit union can stay ahead in times like these while continuing to meet member mortgage needs.

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• Top Five Trends at the Terminal

  From Elan Advisory Services

  Explore which trends at the point-of-sale (POS) are having the greatest impact, and how your credit union can offer an attractive merchant services program to businesses.

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• Moving Away From LIBOR - Are You Ready for the Change?

  From DocuSign

  The retirement of LIBOR is estimated to impact over $350 trillion worth of contracts. Discover how your credit union can phase out LIBOR contract terms with a scalable, measured approach.

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• What the Market Says: How to Differentiate Through Digital Banking

  From Finastra

  This 20-minute webinar outlines different ways to think about your digital banking experience and smart paths to future growth.

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• Navigating Uncertain Times: Improve Accuracy and Optimize Decisions with Periodic Forecasts

  From Kaufman Hall

  Become an agile financial institution by re-forecasting regularly to react quickly to competitive and market forces. Learn the benefits of periodic forecasts and 5 best practices to successfully use them in this eBook.

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• Take a Modern Approach to Customer Experience: Empowering Frontline Employees and Agents

  From Bold360 by LogMeIn

  Discover how your credit union can exceed rapidly growing customer support expectations by empowering agents with the strategies and tools.

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• Six Steps to a Data-Driven Credit Union

  From Information Builders

  Any credit union can quickly begin to use analytics to improve performance and member satisfaction. Here’s a 6-step roadmap to get you started.

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• Why Open and Future-Proof Core Banking is the Key to Success

  From Finastra

  Is your legacy core platform keeping up with technology’s rapid change? Learn the challenges you face in keeping a legacy system, and what to look for in a modern vendor in this on-demand webcast.

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• Differentiating Through Digital Banking

  From Finastra

  Gain insights on how a personal touch in a digital world can be the defining differentiator for community banks and credit unions.

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• Build Loyalty Through Exceptional Change Management

  From Harland Clarke

  Change is inevitable. Is your credit union prepared to manage it when it occurs? Get tips, strategies and insight into effectively navigating change and mitigating its potentially disruptive effects.

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• Overcoming 4 Common Digital Mortgage Barriers

  From DocuSign

  Learn how lenders can build a smart digital strategy today. This guide helps lenders ask the right questions, overcome common challenges, and create winning digital transformation plans.

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• Lending Opportunities: Hemp, The Farm Bill, and Their Impact on Ag Lending

  From Abrigo

  The 2018 Farm Bill opens a new opportunity for credit unions in servicing hemp-related businesses, but also brings increasing risks. Abrigo experts outline some critical questions that CUs can use to begin evaluating the potential value -- and risk -- in taking on cannabis-related businesses (CRBs).

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• Steps Your CU Should Take in 2020 to Get CECL-Ready

  From Abrigo

  Access this on-demand webcast to learn from the successes and pitfalls of the first SEC filers complying with CECL, and steps that your credit union should take in 2020 to get CECL-ready.

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• 2020 Outlook for Financial Institutions: Addressing Economic Uncertainty and Competitive Pressure

  From Kaufman Hall

  This report analyzes the top priorities and challenges facing financial institutions in 2020 and 11 strategies to thrive.

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• Analytics as a Service: New Ways for Credit Unions to Leverage Machine Learning in Origination and Member Services

  From FICO

  Explore the benefits of cloud-based analytics, decisions and scoring as a service to transform your origination and member services.

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• TrendWatch 2020: Customer Experience is One Story Told in 5 Parts

  From Harland Clarke

  Customer experience (CX) is a point of distinction for credit unions today that enables them to thrive. Understanding these 5 aspects of CX will help you craft a superior experience for your members, and potentially increase your revenue by 10-15%.

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• They Stopped Investing In Our CU's Core Software -- Now What Do We Do?

  From Finastra

  What happens when your provider stops investing in your core system? Discover why your credit union is about to change for the better with surprising opportunities that will position you for the future.

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• Successful Business Banking Conversion

  From Finastra

  Arm your credit union with a plan designed around industry expert tips and best practices to successfully convert to a new business banking solution.

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• Making Cents Out of Data: Mortgage Insights and More

  From Finastra

  Big data is generated every second of every day, including at your own institution. Gain insights in this on-demand webinar on how to turn that data into valuable information that will propel your CU ahead of the competition.

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• Serving Business in 2020: Expanding into C&I Lending

  From Finastra

  Discover how your credit union can spot the opportunity in Commercial and Industrial (C&I) lending, and the trends impacting this landscape in 2020.

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• Empowering Human Agents in a Digital World

  From Bold360 by LogMeIn

  Discover how your CU can utilize AI technology that leverages the best of chatbots & human agents to improve operational efficiency.

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• Optimizing Your Member Experience with AI

  From Bold360 by LogMeIn

  Learn how your credit union can leverage sophisticated artificial intelligence (AI) solutions to enhance member service experiences and provide easier, more convenient ways for members to interact with their finances.

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• Gen Z: The Fast and Furiously Cashless

  From Elan Financial Services

  31.5MM Gen Z consumers are credit-eligible. Does your credit union have a strategy in place to capture Gen Z’s attention?

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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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