Jim DuPlessis

Resources

• Case Study: Simple Digital Closings for Your Members

  From Snapdocs

  One of the biggest areas to improve the mortgage process for your members is the closing. Discover how digital closings not only enhance member experience, but also reduce costs and improve efficiencies for your CU.

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• Next Gen Banking Automation for Credit Unions

  From Finastra

  Discover how two credit unions are implementing a proven operational approach in advanced AI-driven systems to save time and money.

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• How Digital Technology is Transforming the Branch for the Future

  From Finastra

  In this short 15-minute webinar, discover how changes in technology and consumer demand are propelling the branch evolution.

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• Scenario Planning for the Agile Financial Institution

  From Syntellis

  Discover the benefits of creating “what if” scenario analyses to inform re-forecasting and address the unknowns of today’s business landscape. You’ll learn how to model different sets of conditions to guide budget changes, or determine if new strategies are needed.

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• Delivering the Modern Mortgage Experience

  From DocuSign

  Discover how your credit union can delight borrowers and decrease costs by accelerating the entire mortgage process, from pre-approval to post-closing.

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• The Payments Playbook: A Credit Union CEO's Guide to Winning the Payments Game

  From CO-OP Financial Services

  The need for credit unions to play a bigger role in their members’ daily lives has never been more vital. Discover how to leverage payments to build deeper relationships with your members.

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• How to Improve Credit Union Decision-Making and Performance with Analytics

  From Workday

  Move beyond traditional finance reports, and discover best practices for applying analytics and technology to create an agile finance department that boosts your CU’s bottom line.

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• Financial Services: Making Informed Decisions with Improved Transparency

  From Workday

  Discover how Best-in-Class financial services companies are driving efficiency, improving data transparency and creating value for consumers and internal decision-makers to create a competitive advantage.

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• Covid-19's Impact on the Payments Industry

  From Elan Financial Services

  As the economy moves towards a new normal, how will the pandemic change the payments industry? This white paper outlines three areas that CUs must monitor to remain flexible.

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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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• Credit Unions and Community Banks: Competing with the Giants

  From Finastra

  As the importance of digital financial services is placed front-and-center at credit unions, discover how to put digital-age services within reach of your members.

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• Prevailing in an Industry Forever Changed Series: Part 1 - The New Banking Nerve Center and Focus on Financial Health

  From Finastra

  This enlightening webcast covers how COVID-19 has forced a change in the credit union industry and the role “financial health” plays in focusing your account holder service moving forward.

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• The CIO's Guide to Digital Transformation in Banking

  From DocuSign

  In today’s business landscape, digital agreements are becoming the new normal. Discover why digital success hinges on a modern system of agreement, and tips to identify and manage your credit union’s modernization of agreements.

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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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• 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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• 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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