Best Practices

Resources

• 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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• Prevailing in an Industry Forever Changed Series: Part 1 - The New Banking Nerve Center and Focus on Financial Health

  From Finastra

  This enlightening webcast covers how COVID-19 has forced a change in the credit union industry and the role “financial health” plays in focusing your account holder service moving forward.

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• The CIO's Guide to Digital Transformation in Banking

  From DocuSign

  In today’s business landscape, digital agreements are becoming the new normal. Discover why digital success hinges on a modern system of agreement, and tips to identify and manage your credit union’s modernization of agreements.

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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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• PSECU's Digital Transformation Journey -- Insights From the CDO

  From Information Builders

  Discover the steps Pennsylvania State Employees Credit Union (PSECU) took to create a superior digital experience for employees and members while stepping up to the next level of analytical maturity.

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• Connected Conversations: How AI and Chatbots Are Making Credit Unions More Human

  From Bold360 by LogMeIn

  Explore four ways modern AI chatbots can enable your credit union to deliver the “human factor” that good customer experience demands, while increasing employee productivity.

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• The Digital Banking Roadmap for Credit Unions

  From DocuSign

  Discover how smart credit union leaders are going digital - while playing to their strengths of low rates and high member satisfaction - to compete with big banks and tech startups for lucrative financial services.

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• Moving Forward with Mortgage - How Credit Unions can Support a Healthier Housing Market

  From Finastra

  Discover how COVID-19 is affecting the housing market and how your credit union can stay ahead in times like these while continuing to meet member mortgage needs.

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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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• Moving Away From LIBOR - Are You Ready for the Change?

  From DocuSign

  The retirement of LIBOR is estimated to impact over $350 trillion worth of contracts. Discover how your credit union can phase out LIBOR contract terms with a scalable, measured approach.

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• Take a Modern Approach to Customer Experience: Empowering Frontline Employees and Agents

  From Bold360 by LogMeIn

  Discover how your credit union can exceed rapidly growing customer support expectations by empowering agents with the strategies and tools.

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• Six Steps to a Data-Driven Credit Union

  From Information Builders

  Any credit union can quickly begin to use analytics to improve performance and member satisfaction. Here’s a 6-step roadmap to get you started.

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• Overcoming 4 Common Digital Mortgage Barriers

  From DocuSign

  Learn how lenders can build a smart digital strategy today. This guide helps lenders ask the right questions, overcome common challenges, and create winning digital transformation plans.

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• Empowering Human Agents in a Digital World

  From Bold360 by LogMeIn

  Discover how your CU can utilize AI technology that leverages the best of chatbots & human agents to improve operational efficiency.

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• Optimizing Your Member Experience with AI

  From Bold360 by LogMeIn

  Learn how your credit union can leverage sophisticated artificial intelligence (AI) solutions to enhance member service experiences and provide easier, more convenient ways for members to interact with their finances.

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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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