Best Practices

Resources

• Transform Your Lending Experience with a Pre-Qualification Solution

  From Credit Snap

  Go beyond the standard loan shopping experience and engage your members with a pre-qualification solution that consistently delivers 30 percent more loans at a fraction of your current cost. Realize the power of “No Credit Impact” messaging and the latest in lending technology.

  Download Resource ›
• Digital Transformation Toolkit: How to Get Buy-In From Credit Union Leaders

  From SharpenCX

  Are you fighting for digital transformation alone at your credit union and facing resistance? This toolkit is stocked with compelling benefits, stats, success stories, and a slide deck to help get buy-in from the rest of the C-Suite or board.

  Download Resource ›
• Planning for Profitability: 5 Success Strategies

  From Kaufman Hall

  What is your credit union’s profitability plan and how are you progressing towards those goals? This eBook outlines five success strategies to guide your credit union’s journey to a strong profitability plan.

  Download Resource ›
• The Future-Ready Chief Lending Officer

  From Finastra

  The Chief Lending Officer (CLO) has many roles to play today, but will those they still apply in the future? Access this webcast for a complete understanding of how those roles will be applied in the future and how to prepare your lending organization.

  Download Resource ›
• 5 Ways to Improve the Member Experience

  From Finastra

  Immediate service and consumer experience is king in today’s digital world, but how do credit unions keep up and be more like Amazon and Netflix? This whitepaper details 5 ways your credit union can improve the member experience and create its own unique value proposition.

  Download Resource ›
• Hackers are Using Your Employees to Get In

  From Konica Minolta

  Are your employees an open door for hackers? This webcast will help you understand how to close that door, and protect your CU from hackers.

  Download Resource ›
• Open Banking: What It Is and Why It's the Future

  From Finastra

  Many are calling open banking the future of the industry, and drawing attention to the significant advantages it provides both members and credit unions. This infographic outlines the fundamentals of what open banking is, and why it’s important.

  Download Resource ›
• 2019 Eye on Payments: Payment Preference Motivated by Convenience and Ease of Use

  From PSCU

  This report illustrates 2019’s payment preferences among consumers, how they’ve shifted over the past year, and insights to help your CU better meet their payment preferences.

  Download Resource ›
• Banking on Disruption: How the Financial Sector Is Keeping Pace with Change

  From K&L Gates

  Faced with stringent regulations, new competitors, and emerging technologies permeating the marketplace, the financial sector is evolving at a fast and furious rate, with no letup in sight. In fact, change is the only constant in the days and years ahead for the financial services sector.

  Download Resource ›
• 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.

  Download Resource ›
• 2019 Profitability Perspectives: 10 Findings Reveal the Need for Specific Leadership Action

  From Kaufman Hall

  This report reveals how your credit union’s priorities and practices in profitability analysis compare to peers, plus ten recommendations to improve.

  Download Resource ›
• Accelerate Performance Improvement -- Best Practices in Budgeting and Planning

  From Kaufman Hall

  Build a better budget! Learn 6 best practices for leveraging the appropriate financial and operational data, processes and tools to improve planning, efficiency and accuracy to drive improved profitability.

  Download Resource ›

Browse More Resources →