Podcast

Resources

• Secure and Compliant Real-time Payments for Credit Unions

  From NICE Actimize

  At a time when digital payments have become standard and fraud has increased, credit unions must reevaluate their digital banking strategy to ensure they’re creating a secure and convenient environment that builds consumer trust. Download this white paper and learn how your credit union can achieve secure, real-time payments.

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• Case Study: Water & Power Community Credit Union is Reaching Its Loan Goals with AI

  From Upstart

  Download this case study to learn how WPCCU quickly put excess deposits to work while expanding its reach to new members and territories.

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• The Links Between MBS Markets & Loan Prices

  From Mortgage Capital Trading

  In capital markets, there are several pervasive misconceptions about how mortgage pricing is created and what lenders are offering borrowers. This white paper explores the relationship between consumer loan pricing and capital market conditions, addresses common misconceptions, and illustrates the processes involved in generating consumer loan offerings and intermediate loan prices.

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• How New York's Largest Credit Union Leveraged Expert ATM Management to Transform Member Experience

  From ATM Consultants

  Aiming to improve member satisfaction through ATM uptime, Bethpage Federal Credit Union quickly realized the challenges of having a mixed fleet of hardware and vendors. This case study explores how they overcame those obstacles to reach 99.2% ATM uptime while achieving predictable costs across their fleet.

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• Three Factors to Consider When Building Your Credit Card Product Strategy

  From Elan Financial Services

  Credit unions should focus on their product, experience, and innovation while leveraging their established brands and market presence. Learn how to create the best solutions to serve your members within various communities.

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• The Reason You're Losing Loan Volume... and How to Fix It

  From Doma

  Download this playbook to learn how to cut down on closing time.

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• Payments in 2022: What You Need to Know

  From Alacriti

  Credit unions have had a lot to grapple with lately when it comes to payments. Two themes in particular are being discussed: cloud and real-time payments. Download this brief and learn how your credit can successfully approach this opportunity to be at the forefront of change.

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• 5 Ways to Service Credit Union Members With More Than Chat

  From GLIA

  As more Credit Union members begin engagements online, chat has become a popular communication channel. But it's not enough. This white paper explores why chat is no longer a differentiator and how an integrated Digital Customer Service (DCS) strategy can go further.

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• Four Ways to Deepen Relationships with Mortgage Borrowers

  From Total Expert

  Credit unions have a huge opportunity to quickly deepen relationships with new mortgage borrowers and current depositors. Consumers want to do more with their financial institution, and it isn’t hard to win them over but institutions need to provide proactive education about products that meet their specific needs. Download this white paper to learn how to do just that.

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• Consumer Urgency Boom: Data Points to Identify HELOC Prime Candidates

  From Total Expert

  How can your credit union identify prime HELOC candidates? Download this report to learn how.

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• The Three Keys to Choosing the Right Title Company

  From Doma

  Speed matters. The longer it takes to close a loan, the higher the risk of losing the deal. Download this white paper and learn how to deliver a simple, efficient and high-quality lending experience.

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• Unlocked: Top Competitive Advantage for Credit Unions in 2022

  From Doma

  Download this white paper and learn how to create a vastly more simple, efficient and affordable real estate closing experience that allows your credit union to build lifelong relationships with mortgage members.

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• Credit Unions: Growing with Small Businesses Through Payments

  From Alacriti

  Small businesses are increasingly exploring electronic payments to meet customer expectations, improve operations, and reduce manual processes and costs. Learn how your CU can gain market share by educating and guiding them on modern payment technology.

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• Understanding and Preparing for Changes in the Mortgage Market

  From Mortgage Capital Trading

  Interest rates, origination volume, and profit margins are constantly shifting based on a variety of factors and most lenders react (rather than act) to short term changes in the environment. It is best to act decisively and in a calculated fashion. This white paper outlines a simplified model illustrating mortgage market stages and how lenders can set a foundation of resilience to changing markets.

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• A Credit Union CEO's Guide to Winning the Payments Game

  From CO-OP Financial Services

  Research indicates that credit unions are missing out on significant revenue opportunity through payments - one that large banks are quickly seizing. This whitepaper provides strategy insights specifically for credit unions and how they can start winning the payments game now.

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• How Corporate Social Responsibility Drives Credit Union Growth with Younger Generations

  From Members Trust Company

  As trends in consumer demands, slow membership rates, and credit union consolidation continue through 2022, executives must seek innovative solutions to attract and retain their members, fulfill their credit union mission and reduce costs. This white paper explores how to capitalize on 2022 trends, and win Millennial and Gen Z business.

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• The Convenience Catalyst: How Consumer Experience Features Drive Credit Card Usage

  From Elan Financial Services

  Consumer credit card usage typically ebbs and flows in tandem with national economic cycles, yet recent research has revealed another key component of modern consumer payment choices: customer experience features. Download this report to learn more.

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• How a $2B Credit Union is Using AI to Drive Loan Growth

  From Upstart

  Abound Credit Union identified a unique opportunity to grow personal lending. Discover how Abound is expanding access to affordable credit in the communities it serves while delivering a best-in-class, all-digital experience for its members.

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• Planning for Growth: Three Keys to Successful Cloud Migration for Credit Unions

  From TIBCO

  If credit unions want to be competitive tomorrow, the time to adopt forward-thinking technologies is now. The best cloud migration plans serve as an important step toward democratizing data across the organization to drive real-time decision making. Download this guide to get started.

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• How to Reinvent Customer Service to be Digital-First

  From GLIA

  Digitally savvy credit union members expect a digital-first customer service experience. This Forrester report explains how credit unions can future proof their customer experiences.

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• Strategies for Credit Unions to Combat Margin Compression

  From Mortgage Capital Trading

  As mortgage rates begin to rise and origination volume drops, you may be wondering about best practices for dealing with tightening margins. Download this white paper and learn how to mitigate margin compression in 2022.

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• Case Study: How to Leverage Technology for Greater Loan Sales Profitability

  From Mortgage Capital Trading

  This case study outlines a recent example of a mortgage company leveraging award-winning technology to increase loan sales efficiency. Learn how you can drive profitability and minimize operational risk while providing a seamless and pleasurable mortgage experience for your members.

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• The Multifront War on Cyber-Fraud: Protecting Your Members and Credit Union

  From Opentext

  Cyber fraud is a leading concern for credit unions and is expected to grow worse in the coming years. Download this white paper to explore the most pressing threats and learn how your CU can build a multi-layered approach to cyber-resilience.

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• Data and Analytics for Financial Services: The Strategic Currency of the Future

  From TIBCO

  More than ever before, credit unions need to build solid relationships with their clients through refined, personalized experiences that deliver timely, accurate service. This ebook explores the current state of financial services and explains how robust data and analytics can improve your CU’s chance of navigating turbulence and achieving sustainable growth in 2022 and beyond.

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• How Credit Unions Achieve Profitable Growth with Data and Analytics

  From TIBCO

  At a time when 65 percent of global bank executives predict that the traditional, branch-based banking model will be obsolete by 2062, it is clear that credit unions must act now to innovate if they hope to compete with other financial institutions for market share. This ebook outlines how credit unions can use data and analytics to drive results, strengthen member relationships, improve marketing segmentation and reduce fraud.

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• 6 Steps to a Data-driven Credit Union

  From TIBCO

  A data-driven approach is crucial to understanding and optimizing the CU member experience. This 6 step roadmap offers key insights from successful credit union leaders on how to foster operational changes and cultural shifts your organization needs to help boost your operational efficiency, member satisfaction and financial performance.

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• How Credit Unions Can Benefit Members Through Investor Set Optimization

  From Mortgage Capital Trading

  With increases in mortgage pricing granularity over the last couple years, it may be time to consider looking at going beyond your current investor(s) to do right by your members. There are many key factors to consider when optimizing your investor set. This whitepaper shows you how to quantify where to deliver your production, audit your investor base, and optimize your investor set.

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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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