Best Practices

Resources

• 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.

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• The Mortality of Bank Branches

  From MX Technologies

  Are traditional branches a thing of the past? Not necessarily, this white paper explains the key ways to ensure your CU is positioned to meet growing member digital demands and streamline your branch service for the future.

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• Unleash a Team of Cyber Warriors to Protect Your Credit Union

  From GuardSight

  Cyber threats against credit unions are multiplying. Foil attacks against your credit union with sophisticated weaponry and enhance your cybersecurity team with tips from this whitepaper.

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• 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.

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• 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.

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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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• Trends and Opportunities in Consumer Lending: Auto Loans

  From Harland Clarke

  Auto lending has become increasingly competitive. Explore the trends shaping auto loans today, and opportunities your credit union can leverage to find future success.

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• 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.

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• A New Age in Personal Financial Wellness for Your Members

  From MX Technologies

  Encourage your members to build financial strength with an effortless budgeting experience that encourages engagement, and promotes planning.

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• 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.

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• How to Build Deposits with a Merchant Services Program

  From Elan Advisory Services

  Learn how your credit union can leverage a merchant services program to capture a new stream of deposits that, on average, carries 2x the balance of member checking accounts.

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• 3 Steps to Improve Planning Accuracy for Credit Unions

  From Kaufman Hall

  Learn how to balance efficiency and accuracy better in the budgeting process, the benefits of cash flow planning, and the shortcomings of traditional approaches.

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