Credit Union Management

Resources

• How to Boost Cardholder Utilization & Loyalty with Digital Customer Service

  From GLIA

  Learn how to position your digital cardholder services to enhance credit card offerings and become “Top of Wallet” AND “Top of Service” for your members.

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• How to Achieve More Valuable Credit Union Loans

  From Alacriti

  Uncover tips, strategies and tools credit unions can use to have more valuable loans through digital transformation.

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• 6 Shortcuts to a 7-Day Close

  From Doma

  Close the competitive gap and eliminate your customer’s desire to shop around. In this brief, Sierra Pacific’s Chief Production Officer shares his top tips to achieve a 7-day closing.

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• A Simple Guide to Successful Penetration Testing

  From HelpSystems

  In today’s world, cyber attacks are commonplace. Maintaining your security defenses are crucial. This guide outlines a simple solution to testing your CU’s defenses against attackers, and how to incorporate it into your CU’s security strategy.

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• Make Instant Title Your New Advantage

  From Doma

  Now more than ever, credit unions are being pushed to enhance customer experience while improving their own margins. This brief explores how to leverage technology and process to redefine the closing experience for your credit union.

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• The 5 Phases of Digital Engagement

  From Genesys

  The value of a solid digital engagement strategy for member support teams has never been more clear. This eBook outlines the 5 phases of the digital engagement journey. Use it to determine which phase your CU is now and how to advance to the next.

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• Meeting CU Members Where They Are With 'Virtual Branches'

  From GLIA

  With the pandemic cementing a greater need for virtual banking, digital member service with video banking can improve support and reduce handle times. Download this case study to learn how the seventh-largest CU in Oregon achieved a higher satisfaction rating for their newly deployed online member experience than any physical branch experience.

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• Evaluating a Credit Card Program's Profitability: Fee vs. Interest Income

  From Elan Financial Services

  What are the potential hidden costs associated with running a credit card program and how can your credit union make more informed decisions when considering whether to insource or outsource a credit card program?

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• Seamless Deposit and Loan Account Opening Built on Design Thinking

  From Finastra

  As consumers gravitate toward online banks, they are seeking a simplified, more customer centric experience. Discover why the ability to unify origination across both retail and commercial banking will become a requirement for CUs in the coming years to win business.

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• The New Growth Opportunity in Auto Refinance

  From Upstart

  The auto refinance market has historically been a small, unexplored offering for credit unions. This eBook examines why this is the case and the emerging opportunities for lenders to grow a profitable auto loan program.

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• Why a Cloud-Based Open Core Banking Solution is Instrumental for Credit Unions

  From Finastra

  Most credit unions are still running on the core systems which were designed back in the 70’s-80’s when there were no digital channels. Discover how to future proof your CU, achieve new growth and better meet members’ expectations by updating your core system.

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• Intelligent Automation: The Secret to Supercharging Mortgage Processing

  From HelpSystems

  Time is money, and tedious, manual processes slow credit unions and banking institutions down--especially in mortgage processing where speed translates to more revenue. This guide illustrates how intelligent automation can streamline tedious document review, eliminate manual data entry, and take mortgage processing to the next level.

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• Financially Empower Your Financial Institution

  From Claritas

  Credit unions are adjusting their marketing strategies to reach and retain new members. This podcast episode offers advice for reaching the underserved and underbanked through hyperlocal community engagement.

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• How RPA Eliminates Manual Mortgage Processing

  From HelpSystems

  With the booming mortgage market, loan originators need to process more applications faster. Credit unions and banking institutions can streamline the process by using robotic process automation (RPA). This whitepaper provides time-saving tools and real-life examples to help you get started.

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• Securing Digital Acceleration: The Community Bank and Credit Union Imperative

  From NICE Actimize

  To maintain member trust and satisfaction, while also growing new member acquisition, it is crucial for credit unions to offer secure digital experiences and faster payment options. This white paper critically examines that mandate and explores how your CU can flourish.

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• Video Banking: Delivering the Full Potential of Next-Gen Customer Service

  From GLIA

  Discover how next-generation video banking, which employs a collective approach to online customer service across video, chat, messaging, and online voice, can keep your member satisfaction high, minimize call handle time, and reduce complexity.

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• The Definitive Guide to Data Management for Credit Unions

  From Trellance

  Data is critical to your CU’s ability to gain reliable insights and make smarter business decisions. Download this guide to learn how to use data to improve your member experiences, drive efficiency, and reduce costs.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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