Best Practices

Resources

• 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.

  Download Resource ›
• 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.

  Download Resource ›
• Millennial Market Share: How Financial Institutions Can Grab an Unfair Advantage

  From eGain Corporation

  Millennials are the largest and most educated demographic group. This presents a huge opportunity for forward-thinking credit unions to gain market share through personalized advice and guidance. Download this white paper to learn more.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• Finding Value in Data and Analytics: A Credit Union's Guide

  From TIBCO

  Increasingly, credit unions deploy data and analytics solutions to revamp operations and boost sales. This ebook takes you through the data analytics journey, including common mistakes and how to avoid them.

  Download Resource ›
• Understanding the Value of Analytics: A Guide for Credit Unions

  From TIBCO

  Being data-driven and powered by analytics is the way for credit unions to maintain a competitive edge. Download this guide to see how your credit union stacks up.

  Download Resource ›
• Digitalization Journey: Fixing the Loan Documentation Headache

  From Finastra

  Credit unions must digitize their loan process in order to stay competitive. Watch this on-demand webinar to learn why it’s critical for survival and how to improve efficiency and reduce costs.

  Download Resource ›
• Ten Tips for Acquisition Email Success

  From Claritas

  How well do your emails stack up when it comes to attracting new members? Download this whitepaper and discover the secrets to launching a successful acquisition email campaign.

  Download Resource ›
• The Benefits of Local Currency Payments for Credit Unions

  From Western Union Business Solutions

  Help members save on payments while boosting revenue and retention. Download this e-Guide to learn how.

  Download Resource ›
• Building a Better CU Brand -- It's Not You; It's Them

  From Finastra

  A customized banking experience is crucial to stay on top of consumer demands. Download this white paper to discover why your audience is so critical to differentiating your brand.

  Download Resource ›
• Financial Inclusion: What Does It Really Mean for Credit Unions and Community Banks?

  From Western Union Business Solutions

  Although financial inclusion rates have risen over the years, the harsh reality is that millions do not have the support of a reputable service provider. Learn how your credit union can fill a gap and better serve your community with just a few small adjustments.

  Download Resource ›
• Why the Key to Credit Unions' Survival is Cloud-Based Open Core Banking

  From Finastra

  If your credit union sticks with a legacy core, that may end up being your legacy. Discover how cloud-based open core solutions enable CUs to win market share, engage members and position your organization for growth.

  Download Resource ›
• AML Act of 2020: How Will it Affect Your BSA/AML Program?

  From Abrigo

  The AML Act represents a significant development in anti-money laundering priorities, and BSA professionals understandably have questions about what the changes will look like. Learn key components of the AMLA and what your CU can do to prepare.

  Download Resource ›
• How Conversational AI Tools Succeed and Fail

  From Clinc

  Not all conversational AI tools are created equal. Download this white paper to learn how to shop for the best conversational AI tool for your credit union.

  Download Resource ›
• Understanding the Modern Challenges of the Reconciliation Process

  From AutoRek

  Credit unions cannot successfully operate and remain compliant without ensuring effective reconciliation processes have been deployed. Download this white paper for an in-depth look at the reconciliation process, the challenges different reconciliation types bring, and how software solutions can be leveraged to help manage your reconciliations more efficiently.

  Download Resource ›
• 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.

  Download Resource ›
• Fix the Broken Banking Experience with the Power of AI

  From eGain Corporation

  Improve your members’ satisfaction and retention with this three phase approach to embracing AI to help your credit union gain more wallet share.

  Download Resource ›
• 2021 Report: How Can Mortgage Lenders Compete with Digital-First Solutions?

  From FileInvite

  Get your mortgage lending process up to date so you can save time and money by taking the hassle out of paperwork. This report offers deeper insights into how.

  Download Resource ›
• The Secret to Profitability Measurement and Management

  From Syntellis

  Learn how modern profitability measurement and management processes can deliver valuable insights to help leaders and employees make more profitable decisions at your credit union.

  Download Resource ›
• Increase Member Retention by Optimizing Onboarding Experience

  From Total Expert

  Become your member’s sole method for managing their financial lives. Download this playbook to learn how.

  Download Resource ›
• 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.

  Download Resource ›
• AI & Machine Learning: The New Baseline for Financial Crime

  From NICE Actimize

  It’s time for credit unions to embrace digital transformation to adopt and integrate AI and ML into their daily fraud prevention and AML routines. Download this e-book to learn how AI improves efficiency for financial crime prevention.

  Download Resource ›
• Build, Buy, Rent: AI Approaches to Lending

  From Zest AI

  As credit unions face a host of new challenges, including growing portfolios safely post-covid, finding new revenue streams, and increasing their competitive advantage, adoption of AI/ML will continue to accelerate in 2021.

  Download Resource ›
• Trends and Opportunities in Personal Loans

  From Harland Clarke A Vericast Business

  Personal loans have exploded in popularity in recent years. Discover the trends giving rise to this lending space and how credit unions can grow their share of the market.

  Download Resource ›
• Three Trends That Are Shaping the Credit Card Industry

  From Elan Financial Services

  Credit unions that were slow to respond found themselves losing share in a highly competitive market. This whitepaper explains these latest trends which will help you ensure your CU thrives.

  Download Resource ›
• How Credit Unions Can Help SMBs Optimize Their Business With Omnichannel and Integrated Payments

  From Elan Advisory Services

  Learn how credit unions can help small businesses optimize their business and payments. Download this whitepaper to learn about the opportunities for your credit union.

  Download Resource ›
• Cannabis and Credit Unions: A Guide to Providing Financial Services to Cannabis-Related Businesses

  From Abrigo

  There is a substantial need for financial services by the cannabis industry, but many credit unions are understandably skeptical to take on this risk. Learn about the opportunities for credit unions banking CRBs and necessary steps to stay compliant.

  Download Resource ›
• 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.

  Download Resource ›
• How to Utilize Excess Funds This Year

  From ALM First Financial Advisors

  Discover timely best practices to help you manage risk and generate returns with your excess funds to grow your bottom line.

  Download Resource ›
• Future Proof Your CU: All Your Controls in One System

  From AutoRek

  Credit unions need to invest in new technologies in order to ensure operational resilience. This guide will show you what all of your controls in one place can do to future-proof your CU.

  Download Resource ›
• Digital Sales: Benchmarks and Best Practices for Credit Unions

  From Backbase

  There is strong consensus among credit union executives that building a robust digital account opening capability is a top priority. Download this report for four key insights into why and get best practices to help your CU thrive.

  Download Resource ›
• 5 Trends Explained: Banking & COVID-19 - Perception vs Reality

  From Harland Clarke

  It’s no secret COVID-19 changed the industry. Discover 5 trends that have shaped CUs in the past year.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›

Browse More Resources →