Jim DuPlessis

Resources

• 2021 Report: State of Lending

  From FileInvite

  Understand the key disruptive forces in lending today and how innovators are using technology to not only overcome resource constraints but thrive.

  Download Resource ›
• Accelerate Performance Improvement: Budgeting and Planning for Financial Institutions

  From Syntellis

  Learn how to identify and address key challenges in your CU’s budgeting, planning, and forecasting processes to improve performance.

  Download Resource ›
• The Key Pillars of a Successful Financial Crime Strategy

  From NICE Actimize

  Discover the key pillars of a financial crime strategy that will empower you to do more with less and protect your CU and its members.

  Download Resource ›
• Turn Your Budget Into a Plan for Growth

  From Plansmith

  Learn how to build a playbook to turn your budget into an actionable plan for growth.

  Download Resource ›
• 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.

  Download Resource ›
• Expedite Loan Origination Through Digital Onboarding and Document Verification

  From Finastra

  Learn how to tap into the power of digital onboarding and document verification to create a better lending experience for your members.

  Download Resource ›
• Credit Union Round Table: The Future of Faster Payments

  From Alacriti

  In order to provide the best member experience, understanding and leveraging what your members need from the payments process your CU offers is key. Watch this round table webinar of fresh findings on how to bring RTP online in 2021 with easier integrations.

  Download Resource ›
• Strategies to Increase Your CU's Revenue and Add Value for Members

  From Mortgage Capital Trading

  Discover actionable strategies to reduce your CU’s expenses and increase revenue.

  Download Resource ›
• Transformational Banking: A New Model

  From Finastra

  The era of digitalization and multi-channel experience has truly begun and the stage for new rules of banking has been set - is your financial institution ready?

  Download Resource ›
• The Path to Fully Digital Mortgage Loan Closings

  From Finastra

  A fully digital mortgage loan closing can offer significant savings and benefits for your institution and your members. Start your journey now!

  Download Resource ›
• Your Digital Transformation of Tomorrow Starts Today

  From Finastra

  To remain competitive, financial institutions need to initiate digital evaluations now to ensure future profitability.

  Download Resource ›
• Ensure Success with New Technology

  From Abrigo

  Discover crucial steps to embrace for a successful software implementation at your CU and optimize your change management process.

  Download Resource ›
• 2021 Finance and Technology Trends for Financial Institutions

  From Syntellis

  Discover upcoming finance and tech trends and learn how to improve your CU’s profitability.

  Download Resource ›
• How to Attract the Best Employees for Your CU

  From Fond

  Discover easy tech tools to modernize your CU’s workplace so you can attract and retain the best employees.

  Download Resource ›
• The Four Pillars of an Effective Interest Rate Risk Management Program

  From Plansmith

  Establish a successful and effective interest rate risk management program to control the impact of changing interest rates.

  Download Resource ›
• 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.

  Download Resource ›
• How to Offer Secure & Compliant Real-Time Payments for Your CU

  From NICE Actimize

  Work smarter, not harder. Overcome the resource constraints that may limit your digital offerings to differentiate your CU and offer secure and compliant real-time payments for your CU and its members.

  Download Resource ›
• Protect Your Cardmembers Against Cybersecurity and Fraud Threats

  From Elan Financial Services

  Discover how to protect your cardmembers against cybersecurity attacks and mitigate your credit union’s losses.

  Download Resource ›
• 3 Ways Website Calculators Can Drive Digital Transformation in 2021

  From Signal Intent

  A robust and updated financial calculator is a key tool to help capture accurate member data and grow your CU’s bottom line.

  Download Resource ›
• Use Customer Experience to Unlock the Lifetime Potential of Member Satisfaction

  From Harland Clarke

  In the new world of customer experience, “being there” for members means getting there and staying there. Learn how to develop a holistic approach to customer experience.

  Download Resource ›
• Hanging Up Happy: How to Turn Contact Centers Into Member Satisfaction Centers

  From Harland Clarke

  Learn how to ensure your contact center meets member expectations and improves member satisfaction.

  Download Resource ›

Browse More Resources →