Credit Union Management

Resources

• Do Your Deposit Solutions Need a Refresh?

  From Alogent

  What are your credit union’s payment modernization goals? Ask yourself these questions to assess your goals and ensure sustainable, scalable, cost-effective success well into the future.

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• Case Study: SkyOne FCU Member Acquisition Soars During Pandemic Peak

  From Extole, Inc.

  This case study explores how SkyOne FCU was able to automate their referral program and generate high quality members during the pandemic while creating a well-functioning concierge program.

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• How to Leverage An API-Driven, Open Banking Payments Platform to Make Members Happy

  From Alogent

  Are your credit union members facing an inconsistent cross-channel experience that is frustrating and failing to meet their expectations? Download this eBook and learn how to deliver a modern, familiar, cross- channel experience for members that reduces overhead costs and improves efficiency.

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• Considerations for a New Digital Banking Solution

  From Alogent

  This info brief outlines important considerations and questions your team should take into account when evaluating a digital banking platform.

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• Emerging Technologies and the Rise of Client Experience (CX) in Financial Services

  From Talkdesk

  Credit union leadership is realizing that it takes a hybrid approach of people alongside technology to meet emotional digital expectations of modern members. Download this report and learn how emerging technologies are helping credit unions develop next-generation CX strategies.

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• The Layered Approach to Payments Fraud

  From Co-op Solutions

  Understanding today’s evolving fraud trends is critical for refining your credit union’s mitigation strategies. This white paper explores the booming fraud economy and how to protect your credit union while galvanizing member trust.

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• Achieving Payments Modernization and Branch Transformation

  From Alogent

  There are many components that go into a branch transformation effort. This eBook offers a transformation checklist, explores what the experience of tomorrow’s credit union branch will look like, and how a unified payments ecosystem is core to success.

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• How to Achieve Personalized Digital Banking: Powered by AI and Machine Learning

  From Alogent

  Just as you’d recognize a loyal member when they walk into the branch, your digital banking platform should express the same familiarity as a friendly face. Download this eBook and learn how to bring a human touch to your digital member experiences in order to build member trust and loyalty.

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• Future Proof Your Digital Channels: NXT Level Optimization in Digital Banking

  From Alogent

  Credit unions have reached a fork in the road and find themselves pondering the same question -- does our digital banking solution still meet market needs, or is it time to consider an upgrade? Download this eBook to find out how your credit union can continue to meet member expectations.

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• Stemming the Tide on the New Era of Fraud

  From Melissa

  As credit union membership increases across the nation fraud is happening more often with increasing costs. To strengthen your CU’s defenses discover five critical capabilities you should understand to ensure your fraud solution closes security gaps.

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• Driving Opportunity for Credit Unions: U.S. Vehicle Accessibility Index 2023

  From Open Lending

  There is an enormous opportunity in auto lending yet consumers aren’t buying cars for several reasons. Read this eBook and discover how your credit union can overcome these obstacles to generate new members.

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• Growing Consumer Lending in Uncertain Times

  From Upstart

  Is your CU looking to build out digital lending capabilities, and grow membership amidst an uncertain economic environment? Download this case study and discover how BCU was able to achieve exactly this and acquire 1,100 new members relationships in just 2 months.

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• 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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