Jim DuPlessis

Resources

• Meeting CU Members Where They Are With 'Virtual Branches'

  From GLIA

  With the pandemic cementing a greater need for virtual banking, digital member service with video banking can improve support and reduce handle times. Download this case study to learn how the seventh-largest CU in Oregon achieved a higher satisfaction rating for their newly deployed online member experience than any physical branch experience.

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• Evaluating a Credit Card Program's Profitability: Fee vs. Interest Income

  From Elan Financial Services

  What are the potential hidden costs associated with running a credit card program and how can your credit union make more informed decisions when considering whether to insource or outsource a credit card program?

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• Seamless Deposit and Loan Account Opening Built on Design Thinking

  From Finastra

  As consumers gravitate toward online banks, they are seeking a simplified, more customer centric experience. Discover why the ability to unify origination across both retail and commercial banking will become a requirement for CUs in the coming years to win business.

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• The New Growth Opportunity in Auto Refinance

  From Upstart

  The auto refinance market has historically been a small, unexplored offering for credit unions. This eBook examines why this is the case and the emerging opportunities for lenders to grow a profitable auto loan program.

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• Why a Cloud-Based Open Core Banking Solution is Instrumental for Credit Unions

  From Finastra

  Most credit unions are still running on the core systems which were designed back in the 70’s-80’s when there were no digital channels. Discover how to future proof your CU, achieve new growth and better meet members’ expectations by updating your core system.

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• Intelligent Automation: The Secret to Supercharging Mortgage Processing

  From HelpSystems

  Time is money, and tedious, manual processes slow credit unions and banking institutions down--especially in mortgage processing where speed translates to more revenue. This guide illustrates how intelligent automation can streamline tedious document review, eliminate manual data entry, and take mortgage processing to the next level.

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• Financially Empower Your Financial Institution

  From Claritas

  Credit unions are adjusting their marketing strategies to reach and retain new members. This podcast episode offers advice for reaching the underserved and underbanked through hyperlocal community engagement.

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• How RPA Eliminates Manual Mortgage Processing

  From HelpSystems

  With the booming mortgage market, loan originators need to process more applications faster. Credit unions and banking institutions can streamline the process by using robotic process automation (RPA). This whitepaper provides time-saving tools and real-life examples to help you get started.

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• Securing Digital Acceleration: The Community Bank and Credit Union Imperative

  From NICE Actimize

  To maintain member trust and satisfaction, while also growing new member acquisition, it is crucial for credit unions to offer secure digital experiences and faster payment options. This white paper critically examines that mandate and explores how your CU can flourish.

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• Video Banking: Delivering the Full Potential of Next-Gen Customer Service

  From GLIA

  Discover how next-generation video banking, which employs a collective approach to online customer service across video, chat, messaging, and online voice, can keep your member satisfaction high, minimize call handle time, and reduce complexity.

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• The Definitive Guide to Data Management for Credit Unions

  From Trellance

  Data is critical to your CU’s ability to gain reliable insights and make smarter business decisions. Download this guide to learn how to use data to improve your member experiences, drive efficiency, and reduce costs.

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• How Credit Unions Can Benefit Members Through Investor Set Optimization

  From Mortgage Capital Trading

  With increases in mortgage pricing granularity over the last couple years, it may be time to consider looking at going beyond your current investor(s) to do right by your members. There are many key factors to consider when optimizing your investor set. This whitepaper shows you how to quantify where to deliver your production, audit your investor base, and optimize your investor set.

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• Boost Your Credit Union Profitability: 6 Simple Ways to Keep Your Credit Card Top of Wallet

  From Trellance

  Credit cards are a lucrative lending source for CUs -- yet the programs are often underutilized. Act now to grow your program with these six proven strategies.

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• Data Analytics for Credit Unions

  From Trellance

  The science of analytics is thriving in the credit union industry. Download this quick guide to learn how analytics can help your credit union stay competitive and better serve your members.

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• CU PaymentsOutlook: How Active Member Relationships Drive Long-Term Growth

  From CO-OP Financial Services

  Download this white paper to learn how to position your CU to thrive well into the future by providing lifestyle banking services, regaining the primary financial relationship with your members and accelerating digital capabilities.

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• Finding Value in Data and Analytics: A Credit Union's Guide

  From TIBCO

  Increasingly, credit unions deploy data and analytics solutions to revamp operations and boost sales. This ebook takes you through the data analytics journey, including common mistakes and how to avoid them.

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• Understanding the Value of Analytics: A Guide for Credit Unions

  From TIBCO

  Being data-driven and powered by analytics is the way for credit unions to maintain a competitive edge. Download this guide to see how your credit union stacks up.

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• Ten Tips for Acquisition Email Success

  From Claritas

  How well do your emails stack up when it comes to attracting new members? Download this whitepaper and discover the secrets to launching a successful acquisition email campaign.

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• The Benefits of Local Currency Payments for Credit Unions

  From Western Union Business Solutions

  Help members save on payments while boosting revenue and retention. Download this e-Guide to learn how.

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• Building a Better CU Brand -- It's Not You; It's Them

  From Finastra

  A customized banking experience is crucial to stay on top of consumer demands. Download this white paper to discover why your audience is so critical to differentiating your brand.

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• Financial Inclusion: What Does It Really Mean for Credit Unions and Community Banks?

  From Western Union Business Solutions

  Although financial inclusion rates have risen over the years, the harsh reality is that millions do not have the support of a reputable service provider. Learn how your credit union can fill a gap and better serve your community with just a few small adjustments.

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• One Year Later: AI Underwriting & Portfolio Performance Through COVID

  From Upstart

  Discover how consumer loans originated using AI credit decisioning models held up against traditional credit models during a period of societal and economic stress due to the pandemic.

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• Build, Buy, Rent: AI Approaches to Lending

  From Zest AI

  As credit unions face a host of new challenges, including growing portfolios safely post-covid, finding new revenue streams, and increasing their competitive advantage, adoption of AI/ML will continue to accelerate in 2021.

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• Membership Growth: Expanding Reach Through AI Lending

  From Upstart

  As a credit union executive, choosing the right technology to support your members is crucial to achieving your institution’s revenue goals. Find out how a well-established credit union reignited member growth through an AI-powered lending program.

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• A Lender's Roadmap to AI Adoption

  From Zest AI

  Start your journey to successful and effective credit risk underwriting with this lender’s roadmap to AI adoption.

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• Special Report: The Path to a Fairer Credit Economy

  From Zest AI

  Learn how to chart the path to a fairer credit economy without adding risk for your CU.

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