Best Practices

Resources

• How to Add a Personal Touch to Digital Banking

  From Finastra

  As the credit union industry quickly adopts digital technology, there are emerging preferences for more personalized communications. Learn why you still need to add a personal touch to enhance member experience.

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• Always-On AI: Redefine Your Fincrime Risk Management

  From NICE Actimize

  Financial crime is serious and complex - and you need to protect your CU and its members with an always-on AI approach.

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• How to Please Members and Displease Competitors

  From Finastra

  Learn how to harness the power of innovation and agility to meet changing member expectations and set your CU apart from the competition.

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• A Look Ahead: Faster Payments for Your Members

  From Alacriti

  Faster payments is an important topic that became even more important during the pandemic - but what should your CU pay attention to this year?

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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?

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• 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!

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• Your Digital Transformation of Tomorrow Starts Today

  From Finastra

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

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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