Best Practices

Resources

• How Accurate Data Bolsters Your CU's Bottom Line

  From Melissa

  Poor data quality is responsible for an average of $15 million per year in losses. Learn how to cleanse your member data and improve your bottom line.

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• How to Hedge Mortgage Pipeline Risk

  From ALM First Financial Advisors

  Managing your CU’s mortgage pipeline is a critical part of mortgage lending that calls for skilled management to keep risk under control and ensure profitability. Download this white paper for strategies to hedge your pipeline risk.

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• Digital Strategy: Why You Need to Get Personal

  From Finastra

  Having a strategy is not the same as strategic planning. Discover the “must haves” for a true strategic plan and why personalization is the key to set your CU apart from the competition.

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• The Four Principles of Agile Lending for Your CU

  From Zest AI

  Discover four principles of agile lending to evolve your CU and make better and faster lending decisions in risky environments.

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• How CUs are Managing Member Experience During COVID-19

  From Alacriti

  Learn how credit unions are helping their members by adding new and innovative ways to connect.

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• How to Use The Right Analytics to Help Measure Your CU's Performance

  From Western Union Business Solutions

  Discover why some of the most common metrics might be leading your CU astray and how you can improve their relevance.

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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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• Contactless Payment Options for Your CU

  From TransFund

  Discover how contactless payment options can help your members safely conduct transactions and give your CU a competitive advantage.

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• How Pre-Qualification Tech Can Change Your Lending Economics

  From CreditSnap

  Your CU’s traditional lending system may be hindering your direct loans market share. Discover four ways pre-qualification technology can change your lending economics.

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• Planning for Profitability: 5 Success Strategies

  From Syntellis

  What’s your financial outlook for 2021? This eBook outlines 5 strategies to lay a strong foundation for success and optimize your profitability planning.

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• Assess Your CU's Digital Readiness

  From 1 Up Digital Consulting

  Evaluate your CU’s digital maturity with this assessment to ensure you’re on the right path.

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• eBook: 4 Stages of Growth and How to Move Forward

  From Temenos

  In a constantly evolving digital world, it can be tough to identify the right steps to take to drive long-term and sustainable growth for your CU. This eBook helps you define your unique growth path and identify the priorities that produce success.

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• Webinar: In-Depth Analysis of Digital Closing Solutions for CUs

  From Snapdocs

  Just like your credit union is unique, not all eClosing solutions are equal. Watch this webinar for an in-depth analysis of digital closings to find the right solution for your CU.

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• Engaging Your Cardmembers with a Slick and Secure Credit Card Mobile Application

  From Elan Financial Services

  Is your credit union’s credit card mobile app engaging your cardmembers? Discover the four pillars of an effective credit card mobile application.

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• Playbook: Operate in a True Digital-First Way

  From Backbase

  Traditional banking platforms can be slow and hard to change to fit your CU’s unique needs. Download this playbook and learn how to operate your CU in a truly flexible, digital-first way that offers your members personalized experiences.

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• eGuide: Next-Generation eSignatures Solutions for Credit Unions

  From Lightico

  When your members set out to get banking done, they expect a seamless end-to-end process - regardless of what device they are using. Discover how to simplify and accelerate your members’ experience while improving loyalty and ROI.

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• Transform Clunky Closing Templates to Improve Workflow Efficiency

  From Snapdocs

  As your CU offers more hybrid closings, working with clunky templates may be time-consuming. Download this asset to learn how transforming your templates into automated digital eClosings can create more efficient workflows and boost your loan volume.

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• Recognizing Old Technology for What It Is

  From Finastra

  Old technology weighing your credit union down? Discover how core migrations and upgrades are simpler and less costly, and could help you recognize 2.4 times revenue growth.

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• AI Underwriting: Crash Course for CUs

  From Zest AI

  CUs pride themselves in their superior member service. Learn how AI underwriting helps you get to know your members better so you can provide more personalized lending experiences.

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• How Finance Leaders Improve Financial Performance by Collaborating with HR

  From Workday

  When finance and HR collaborate, the potential for success is vast. Explore how the right metrics, workflows, culture, and skills can overcome obstacles and boost financial performance.

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• Take the Next Step Toward eClosings with Partners and Investors

  From Snapdocs

  Successfully implementing any new process or technology requires your partners and investors to be on board. Learn how to get their buy-in so you can transition your CU to eClosings.

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• How Finance Leaders Elevate the Role of the Back Office in Financial Services Firms

  From Workday

  As credit unions explore how to best utilize their troves of member data, back-office access to this data has remained limited. Learn how to streamline access to and management of this valuable data that will power the back office into the future.

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• Commercial Banking: Preparing for What Comes Next

  From Finastra

  In this post-pandemic world, community banks and credit unions will play a primary role in the recovery and in preparing businesses for what comes next. Discover what you can do with this eBook.

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• Case Study: Simple Digital Closings for Your Members

  From Snapdocs

  One of the biggest areas to improve the mortgage process for your members is the closing. Discover how digital closings not only enhance member experience, but also reduce costs and improve efficiencies for your CU.

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• Next Gen Banking Automation for Credit Unions

  From Finastra

  Discover how two credit unions are implementing a proven operational approach in advanced AI-driven systems to save time and money.

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• How Digital Technology is Transforming the Branch for the Future

  From Finastra

  In this short 15-minute webinar, discover how changes in technology and consumer demand are propelling the branch evolution.

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• Scenario Planning for the Agile Financial Institution

  From Syntellis

  Discover the benefits of creating “what if” scenario analyses to inform re-forecasting and address the unknowns of today’s business landscape. You’ll learn how to model different sets of conditions to guide budget changes, or determine if new strategies are needed.

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• How to Improve Credit Union Decision-Making and Performance with Analytics

  From Workday

  Move beyond traditional finance reports, and discover best practices for applying analytics and technology to create an agile finance department that boosts your CU’s bottom line.

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• Financial Services: Making Informed Decisions with Improved Transparency

  From Workday

  Discover how Best-in-Class financial services companies are driving efficiency, improving data transparency and creating value for consumers and internal decision-makers to create a competitive advantage.

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• Covid-19's Impact on the Payments Industry

  From Elan Financial Services

  As the economy moves towards a new normal, how will the pandemic change the payments industry? This white paper outlines three areas that CUs must monitor to remain flexible.

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• Why Open and Future-Proof Core Banking is the Key to Success

  From Finastra

  Is your legacy core platform keeping up with technology’s rapid change? Learn the challenges you face in keeping a legacy system, and what to look for in a modern vendor in this on-demand webcast.

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• Credit Unions and Community Banks: Competing with the Giants

  From Finastra

  As the importance of digital financial services is placed front-and-center at credit unions, discover how to put digital-age services within reach of your members.

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• Top Five Trends at the Terminal

  From Elan Advisory Services

  Explore which trends at the point-of-sale (POS) are having the greatest impact, and how your credit union can offer an attractive merchant services program to businesses.

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• Gen Z: The Fast and Furiously Cashless

  From Elan Financial Services

  31.5MM Gen Z consumers are credit-eligible. Does your credit union have a strategy in place to capture Gen Z’s attention?

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