Best Practices

Resources

• 2023 Housing Market Predictions, Forecast & Future Analysis

  From Mortgage Capital Trading

  Will rates decrease? Are home prices going to drop? When will the market crash again? Download this white paper for an analysis and predictions on how 2023 may unfold in the housing market.

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• The Credit Card Pull: How to Attract the Next Generation of Members

  From Elan Credit Card

  Young adults are the future of your credit union. From college to home-buying, learn why credit cards are key to winning the loyalty of Gen Z and millennials.

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• 6 Signs It's Time to Modernize Your Credit Union's Call Center

  From GLIA

  A vast number of credit unions still rely on legacy telephone systems that are siloed and disconnected from their digital channels and the modern banking experience members expect. This white paper explores how to bring your CU’s phone experience into the modern age.

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• Powering Member-Led Growth for Credit Unions with Refer-a-Friend Programs

  From Extole, Inc.

  Member quality has never been more important for credit unions. New members acquired through referral tend to be the highest quality members you can reach. Download this white paper to learn best practices for delivering unique referral experiences that drive growth.

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• Case Study: How a Digitally-Savvy Credit Union Grew Loans and Members with AI

  From Upstart

  Download this case study to learn how Sharonview Federal Credit Union was able to obtain 1,500 new members who meet their credit risk requirements while delivering a best-in-class, all-digital experience.

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• Building the New Member-Centricity: A Blueprint for Credit Union Leaders

  From Co-op Solutions

  This leadership guide outlines practical and actionable steps to help your credit union future proof its business model for generations to come by overcoming the most pressing challenges and meeting new member preferences.

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• Retaining Customers Throughout Technology Upgrades & Conversions

  From GLIA

  Upgrades, modifications or conversions to your credit union’s digital capabilities shouldn’t adversely affect your members. Ensuring that digital customer service is in place before updates provides a familiar way to support users. Download this white paper and learn how to overcome pitfalls and challenges during your technology changes.

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• Think Beyond Credit Score: How Credit Unions Can Grow and Engage Members

  From Elan Credit Card

  A credit union’s ability to deliver the right products and services that best meet members’ daily needs is the most important factor in creating a superior member experience.

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• Personator - Identity Verification & Enrichment

  From Melissa

  Top-performing credit unions need high-speed, rigorous identity resolution to meet compliance requirements and fraud prevention initiatives.Download this solution overview and learn how Personator works in real-time to reduce risk, ensure compliance, and speed up onboarding, all while providing a seamless member experience and easily integrating into your existing systems.

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• Hedging 101 for Credit Unions

  From Mortgage Capital Trading

  If done correctly, hedging can help diversify profitability strategies and produce a greater return over time. This white paper reviews information about moving to mandatory, the strategy of hedging, and how to identify if it is the best option for a credit union to use when selling on the secondary market.

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• 3 Stages of Data Quality Assessments: A Methodology for Success

  From Melissa

  Data is the crux of a successful business, but data integrity issues make managing member information extremely challenging. Download this guide and learn 3 steps to conduct data quality assessments that can ensure your credit union makes the best use of data.

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