Best Practices

Resources

• Contact Center Playbook: Delivering Superior Customer Experiences During Conversions and Change Events

  From Harland Clarke

  Discover three crucial categories of planning around a change event that credit unions should complete to enable their contact centers to exceed member expectations and expand relationships.

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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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• Lending Opportunities: Hemp, The Farm Bill, and Their Impact on Ag Lending

  From Abrigo

  The 2018 Farm Bill opens a new opportunity for credit unions in servicing hemp-related businesses, but also brings increasing risks. Abrigo experts outline some critical questions that CUs can use to begin evaluating the potential value -- and risk -- in taking on cannabis-related businesses (CRBs).

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• Steps Your CU Should Take in 2020 to Get CECL-Ready

  From Abrigo

  Access this on-demand webcast to learn from the successes and pitfalls of the first SEC filers complying with CECL, and steps that your credit union should take in 2020 to get CECL-ready.

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• 2020 Outlook for Financial Institutions: Addressing Economic Uncertainty and Competitive Pressure

  From Kaufman Hall

  This report analyzes the top priorities and challenges facing financial institutions in 2020 and 11 strategies to thrive.

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• Analytics as a Service: New Ways for Credit Unions to Leverage Machine Learning in Origination and Member Services

  From FICO

  Explore the benefits of cloud-based analytics, decisions and scoring as a service to transform your origination and member services.

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• TrendWatch 2020: Customer Experience is One Story Told in 5 Parts

  From Harland Clarke

  Customer experience (CX) is a point of distinction for credit unions today that enables them to thrive. Understanding these 5 aspects of CX will help you craft a superior experience for your members, and potentially increase your revenue by 10-15%.

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• They Stopped Investing In Our CU's Core Software -- Now What Do We Do?

  From Finastra

  What happens when your provider stops investing in your core system? Discover why your credit union is about to change for the better with surprising opportunities that will position you for the future.

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• Successful Business Banking Conversion

  From Finastra

  Arm your credit union with a plan designed around industry expert tips and best practices to successfully convert to a new business banking solution.

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• Making Cents Out of Data: Mortgage Insights and More

  From Finastra

  Big data is generated every second of every day, including at your own institution. Gain insights in this on-demand webinar on how to turn that data into valuable information that will propel your CU ahead of the competition.

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• Serving Business in 2020: Expanding into C&I Lending

  From Finastra

  Discover how your credit union can spot the opportunity in Commercial and Industrial (C&I) lending, and the trends impacting this landscape in 2020.

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• Empowering Human Agents in a Digital World

  From Bold360 by LogMeIn

  Discover how your CU can utilize AI technology that leverages the best of chatbots & human agents to improve operational efficiency.

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• Optimizing Your Member Experience with AI

  From Bold360 by LogMeIn

  Learn how your credit union can leverage sophisticated artificial intelligence (AI) solutions to enhance member service experiences and provide easier, more convenient ways for members to interact with their finances.

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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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• Should Payments M&A Activity Trigger a Review of Your Credit Card Operating Model?

  From Elan Financial Services

  Learn how re-evaluating your credit card operating model could lead to an increase in balances and keep your credit union competitive.

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