Best Practices

Resources

• How Credit Unions Can Provide Better Lending Support For Minority Businesses

  From Finastra

  Technology is opening the doors for lenders looking to serve this growing market in a critical time. Find out how your CU can enable simple, fast access to capital for minority businesses to thrive, and by extension, the communities they serve.

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• 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.

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• How Credit Unions Achieve Profitable Growth with Data and Analytics

  From TIBCO

  At a time when 65 percent of global bank executives predict that the traditional, branch-based banking model will be obsolete by 2062, it is clear that credit unions must act now to innovate if they hope to compete with other financial institutions for market share. This ebook outlines how credit unions can use data and analytics to drive results, strengthen member relationships, improve marketing segmentation and reduce fraud.

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• 6 Steps to a Data-driven Credit Union

  From TIBCO

  A data-driven approach is crucial to understanding and optimizing the CU member experience. This 6 step roadmap offers key insights from successful credit union leaders on how to foster operational changes and cultural shifts your organization needs to help boost your operational efficiency, member satisfaction and financial performance.

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• Maximizing the Member Experience to Boost Credit Union Performance

  From Alacriti

  Recent data shows that 21% of potential members will abandon a financial transaction if it’s too time-consuming. Learn how your credit union can transform the member experience and start expanding your loan portfolio performance.

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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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• How Credit Unions can Get their Digital Banking Transformation Right

  From Finastra

  Download this eBook for an introduction to where credit unions go wrong with digital transformation and how you can get it right.

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• How API's are Helping Credit Unions Keep Mortgage Market Share

  From Finastra

  Learn how to expand your CU’s mortgage ecosystem through integrations and discover proprietary insights from Aite Group in this white paper.

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• The Power of the Password

  From HelpSystems

  As attack vectors continue to increase, password security is more important than ever. Your best defense is to educate yourself and your employees. Download​​ this guide for up-to-date recommendations on ensuring password security across your credit union.

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• 5 Steps to Master Digital Customer Engagement

  From Genesys

  Whether you want to add new digital channels or get the most from channels you’ve already deployed, this ebook details 5 steps you can take on your journey to master digital engagement and ensure your CU is prepared for the future.

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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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• How to Boost Cardholder Utilization & Loyalty with Digital Customer Service

  From GLIA

  Learn how to position your digital cardholder services to enhance credit card offerings and become “Top of Wallet” AND “Top of Service” for your members.

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• How to Achieve More Valuable Credit Union Loans

  From Alacriti

  Uncover tips, strategies and tools credit unions can use to have more valuable loans through digital transformation.

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• Social Media Dangers: What Every Social Butterfly Should Know

  From HelpSystems

  Social media is a great way for businesses to reach new customers and efficiently zone in on their target audience. However, there are many risks involved. This guide explores ways threat actors are exploiting social networks, and provides real-world scenarios and best practices for reducing your risk against threats like phishing, clickjacking, elicitation, profile hacking and more.

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• 6 Shortcuts to a 7-Day Close

  From Doma

  Close the competitive gap and eliminate your customer’s desire to shop around. In this brief, Sierra Pacific’s Chief Production Officer shares his top tips to achieve a 7-day closing.

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• A Simple Guide to Successful Penetration Testing

  From HelpSystems

  In today’s world, cyber attacks are commonplace. Maintaining your security defenses are crucial. This guide outlines a simple solution to testing your CU’s defenses against attackers, and how to incorporate it into your CU’s security strategy.

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• Make Instant Title Your New Advantage

  From Doma

  Now more than ever, credit unions are being pushed to enhance customer experience while improving their own margins. This brief explores how to leverage technology and process to redefine the closing experience for your credit union.

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• The 5 Phases of Digital Engagement

  From Genesys

  The value of a solid digital engagement strategy for member support teams has never been more clear. This eBook outlines the 5 phases of the digital engagement journey. Use it to determine which phase your CU is now and how to advance to the next.

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• 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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• 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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• 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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• 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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• 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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