Best Practices

Resources

• CECL Report: Where Credit Unions Are in Preparation

  From Abrigo

  Discover where fellow credit unions are in their CECL preparation, insights to help you benchmark your efforts, and the array of approaches other organizations are taking towards compliance.

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• Measuring the ROI on CU Advisor Designations

  From Cetera Financial Group

  Learn the importance of designations, certifications and professional development efforts for credit union wealth management advisors, and how they can lead to more business.

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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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• Optimizing Your Digital Health to Drive Awareness, Relevance and Engagement

  From Harland Clarke

  Digital search is evolving. Explore 4 vital indicators your credit union needs to optimize to provide relevant information, and drive engagement during moments of opportunity with existing and potential members.

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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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• Prospecting Essentials to Boost Your Wealth Management Program

  From Cetera Financial Group

  Learn client/member acquisition strategies to increase the longevity and profitability of your credit union’s wealth management program.

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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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• How Online Information Drives Real-World Results

  From Harland Clarke

  Explore tips, trends, and opportunities in the digital landscape that will help harmonize your credit union’s online and physical touch points to provide a better customer experience.

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• Tips to Help Your Credit Union Integrate Surveillance Video with Transaction Data

  From March Networks

  When it comes to fighting fraud at retail banking branches and ATMs, few tools deliver the benefits of integrated surveillance video and transaction data. Find out what the integration process entails, and how your credit union can get started.

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• Infographic: Banking on Customer Service & Security

  From March Networks

  See how customer service and security perceptions are shaping member banking choices and where intelligent video solutions can help

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• Reinventing Consumer Loans: How Community-Based FIs Can Win the Millennial Lending Market

  From Kasasa

  Consumer loans are rising among Millennials. Learn how your credit union can capture a larger share of the growing demand by reinventing your consumer loan offers.

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• How First Tech FCU Elevated Member Applications with Omnichannel 2.0 Solution

  From Avoka (Now part of Temenos)

  Discover how this top 10 credit union modernized their omnichannel member experience to realize a 65% application completion rate and increase efficiencies.

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• Avoiding FOMO: How CU Advisors can Turn Missed Opportunities into Maximized Possibilities

  From Cetera Financial Group

  This white paper outlines four services that clients of credit union advisors might be missing out on, how to can broach the need for these services with your clients, and tips to help you prospect new clients and gain greater wallet share of existing clients.

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• Mapping the Member Journey to Drive Growth & Retention

  From CO-OP Financial Services

  Gain knowledge and insight into your members, and discover the untapped opportunities that exist in the current marketplace.

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• Helping Banks & Credit Unions Open New Relationships with Healthcare Clients

  From Epic River

  Learn how your credit union can onboard new sources of deposit revenue from hospital systems and healthcare providers in your community with the strategy outlined in this white paper.

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• Thriving in a Rising Rate Environment

  From Kasasa

  Learn why reward-based checking accounts are an effective weapon against rising interest rates, and how they enable your credit union to more effectively retain and compete for consumer deposits.

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• How Dupaco CU Drives Stellar Service with Workflow Automation

  From Finastra

  Learn how Dupaco credit union achieved greater member engagement, unlocked new efficiencies and improved accuracy, all during a high-growth period.

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• Investment Program Oversight: Your Guide to Comply with New Regulations

  From Cetera Financial Group

  Stay informed with a helpful handbook for compliance oversight.

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• Finding the Silver Bullet for Margin Compression

  From Kasasa

  Learn how a holistic cost of deposit (COD) approach highlights the potential to add millions of dollars in direct income to your credit union through reward-based checking accounts.

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