Janet Levaux

Resources

• Case Study: How a Unified Platform Helped Detect Multiple Types of Fraud

  From DataVisor

  This case study explores how a fraud and risk management platform enables credit unions to respond to fast-evolving fraud attacks and mitigate risks as they happen in real time to provide protection for the entire customer lifecycle across use cases.

  Download Resource ›
• The Dummy Handbook on Account Protection

  From DataVisor

  This handbook provides an overview of the different types of account fraud, the techniques used by criminals to perpetrate them, and some action items that your credit union can take to protect your members and your own bottom line.

  Download Resource ›
• Onboarding Is the Foundation of Digital Transformation

  From Salesforce, Inc.

  Onboarding represents a critical point in the member journey, especially for business clients. Learn how to reimagine your onboarding process, making it more efficient, consistent, and more personalized to member needs.

  Download Resource ›
• 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.

  Download Resource ›
• How Your Credit Union Can Select a Strong Provider for Merchant Services

  From Elan Financial Services

  To meet the expectation of customers, small businesses want to offer services such as mobile app payment processing, text-to-pay, and invoicing, and need a trusted provider to make it happen. What better partner than their credit union?

  Download Resource ›
• Get Future Ready With a Strong Technology Offense

  From Fiserv

  Download this white paper to learn how modern technology is helping credit unions pivot quickly to match the ever-changing market.

  Download Resource ›
• The Double Edged Sword of Mobile Banking

  From NICE Actimize

  As credit unions consider how to secure the mobile channel, they must start with an important premise: the device has been compromised.

  Download Resource ›
• RTP vs. FedNow: Is There a Wrong Choice?

  From Alacriti

  When it comes to real time payments, credit unions face a difficult decision -- either wait for the FedNow service launching in 2023 or leverage the TCH RTP® network now. This webinar brief reveals how and why both can fit into your credit union’s payments strategy.

  Download Resource ›
• Secure and Compliant Real-time Payments for Credit Unions

  From NICE Actimize

  At a time when digital payments have become standard and fraud has increased, credit unions must reevaluate their digital banking strategy to ensure they’re creating a secure and convenient environment that builds consumer trust. Download this white paper and learn how your credit union can achieve secure, real-time payments.

  Download Resource ›
• Case Study: Water & Power Community Credit Union is Reaching Its Loan Goals with AI

  From Upstart

  Download this case study to learn how WPCCU quickly put excess deposits to work while expanding its reach to new members and territories.

  Download Resource ›
• The Links Between MBS Markets & Loan Prices

  From Mortgage Capital Trading

  In capital markets, there are several pervasive misconceptions about how mortgage pricing is created and what lenders are offering borrowers. This white paper explores the relationship between consumer loan pricing and capital market conditions, addresses common misconceptions, and illustrates the processes involved in generating consumer loan offerings and intermediate loan prices.

  Download Resource ›
• How New York's Largest Credit Union Leveraged Expert ATM Management to Transform Member Experience

  From ATM Consultants

  Aiming to improve member satisfaction through ATM uptime, Bethpage Federal Credit Union quickly realized the challenges of having a mixed fleet of hardware and vendors. This case study explores how they overcame those obstacles to reach 99.2% ATM uptime while achieving predictable costs across their fleet.

  Download Resource ›
• Three Factors to Consider When Building Your Credit Card Product Strategy

  From Elan Financial Services

  Credit unions should focus on their product, experience, and innovation while leveraging their established brands and market presence. Learn how to create the best solutions to serve your members within various communities.

  Download Resource ›
• The Reason You're Losing Loan Volume... and How to Fix It

  From Doma

  Download this playbook to learn how to cut down on closing time.

  Download Resource ›
• Payments in 2022: What You Need to Know

  From Alacriti

  Credit unions have had a lot to grapple with lately when it comes to payments. Two themes in particular are being discussed: cloud and real-time payments. Download this brief and learn how your credit can successfully approach this opportunity to be at the forefront of change.

  Download Resource ›
• 5 Ways to Service Credit Union Members With More Than Chat

  From GLIA

  As more Credit Union members begin engagements online, chat has become a popular communication channel. But it's not enough. This white paper explores why chat is no longer a differentiator and how an integrated Digital Customer Service (DCS) strategy can go further.

  Download Resource ›
• The Three Keys to Choosing the Right Title Company

  From Doma

  Speed matters. The longer it takes to close a loan, the higher the risk of losing the deal. Download this white paper and learn how to deliver a simple, efficient and high-quality lending experience.

  Download Resource ›
• Unlocked: Top Competitive Advantage for Credit Unions in 2022

  From Doma

  Download this white paper and learn how to create a vastly more simple, efficient and affordable real estate closing experience that allows your credit union to build lifelong relationships with mortgage members.

  Download Resource ›
• Credit Unions: Growing with Small Businesses Through Payments

  From Alacriti

  Small businesses are increasingly exploring electronic payments to meet customer expectations, improve operations, and reduce manual processes and costs. Learn how your CU can gain market share by educating and guiding them on modern payment technology.

  Download Resource ›
• Understanding and Preparing for Changes in the Mortgage Market

  From Mortgage Capital Trading

  Interest rates, origination volume, and profit margins are constantly shifting based on a variety of factors and most lenders react (rather than act) to short term changes in the environment. It is best to act decisively and in a calculated fashion. This white paper outlines a simplified model illustrating mortgage market stages and how lenders can set a foundation of resilience to changing markets.

  Download Resource ›
• A Credit Union CEO's Guide to Winning the Payments Game

  From CO-OP Financial Services

  Research indicates that credit unions are missing out on significant revenue opportunity through payments - one that large banks are quickly seizing. This whitepaper provides strategy insights specifically for credit unions and how they can start winning the payments game now.

  Download Resource ›
• The Convenience Catalyst: How Consumer Experience Features Drive Credit Card Usage

  From Elan Financial Services

  Consumer credit card usage typically ebbs and flows in tandem with national economic cycles, yet recent research has revealed another key component of modern consumer payment choices: customer experience features. Download this report to learn more.

  Download Resource ›
• How a $2B Credit Union is Using AI to Drive Loan Growth

  From Upstart

  Abound Credit Union identified a unique opportunity to grow personal lending. Discover how Abound is expanding access to affordable credit in the communities it serves while delivering a best-in-class, all-digital experience for its members.

  Download Resource ›
• Strategies for Credit Unions to Combat Margin Compression

  From Mortgage Capital Trading

  As mortgage rates begin to rise and origination volume drops, you may be wondering about best practices for dealing with tightening margins. Download this white paper and learn how to mitigate margin compression in 2022.

  Download Resource ›
• Case Study: How to Leverage Technology for Greater Loan Sales Profitability

  From Mortgage Capital Trading

  This case study outlines a recent example of a mortgage company leveraging award-winning technology to increase loan sales efficiency. Learn how you can drive profitability and minimize operational risk while providing a seamless and pleasurable mortgage experience for your members.

  Download Resource ›
• The Multifront War on Cyber-Fraud: Protecting Your Members and Credit Union

  From Opentext

  Cyber fraud is a leading concern for credit unions and is expected to grow worse in the coming years. Download this white paper to explore the most pressing threats and learn how your CU can build a multi-layered approach to cyber-resilience.

  Download Resource ›
• 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.

  Download Resource ›
• 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?

  Download Resource ›

Browse More Resources →