Marketing

Resources

• The Ultimate Guide to Going Paperless for Law Firms

  From Filevine

  Thinking of going paperless? Download this ultimate guide to going paperless and learn how to create an office-wide culture to manage and store documents digitally.

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• Case Study: SafeAmerica Gets Its Tech-savvy Members Excited About Digital Banking

  From Bankjoy

  SafeAmerica Credit Union serves the heart of Silicon Valley, and their members have high expectations for their digital experiences. Download this case study to learn how they were able to quickly and easily implement online banking and increase online enrollment among all ages of members.

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• Scaling Credit Unions with Digital-first Commercial Banking and Lending

  From Bankjoy

  Credit union commercial lending is on the rise, and there is significant growth opportunity for CUs to meet the needs of existing small and medium-size businesses (SMBs) while attracting new members. Download this white paper and learn how to tap into the $5.2 trillion SMB lending opportunity by offering robust capabilities and exceptional member experiences.

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• Inverted Yield Curve May Bring Hedging Opportunity for Commercial Lending

  From PCBB

  No one can know for sure when the next economic recession will begin. But credit unions may be able to take advantage of two potential opportunities that the inverted yield curve offers. Download this white paper to learn more.

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• Alabama Credit Union Chooses Payments Platform with Real-Time Core Integration

  From Alacriti

  Many credit unions suffer from inefficient payment processes and lack of convenience for their members. This case study explores how one credit union was able to save staff time, reduce errors and provide a modern payment experience to its members by adopting a new EBPP solution.

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• Why Credit Unions Need Multiple Real-Time Payments Options

  From Alacriti

  This white paper discusses why CUs need multiple payment rails to achieve true payments innovation and how to overcome roadblocks to integration.

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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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• Case Study: How a Community Credit Union Completed Twelve Hours of Work in Two

  From DeepSurface Security

  This case study follows how Oregon’s largest credit union with more than $7.5 billion in assets under management succeeded in taking a proactive approach to managing virtual infrastructure and finding a partner to help quickly identify direct threats and risks to their assets.

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• Guide: Preparing for Real-Time Payments

  From Alacriti

  The need for credit unions to offer real-time/instant/faster payment capabilities is imperative. However, there are still unanswered questions and apprehension about moving forward. Download this guide to help your credit union navigate the journey towards providing your members with real-time payments.

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• The Business Value of Branch Modernization

  From Fiserv

  Credit unions are rapidly recognizing the need to reimagine the role of the branch and blend digital and physical experiences together. Download the white paper to discover how financial organizations are realizing $4.6 million in additional revenue after modernizing their branches.

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• Digital Marketing Trends Q&A

  From Vericast

  Download this article and learn how to improve your credit union’s digital marketing for 2023 and beyond.

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• FedNow Service 2023: Your Questions Answered

  From Alacriti

  Download this white paper and learn how to prepare your credit union for the upcoming FedNowSM Service scheduled to launch in 2023, as well as the answers to commonly asked questions from credit unions.

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• Developing & Implementing a Loan Hedging Strategy for Commercial Lending

  From PCBB

  Download this guide and learn about how the right hedging strategy can fulfill the needs of both your commercial borrowers and your credit union, while also reducing volatility caused by sudden changes in interest rates.

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• Why Credit Unions Should Move to a Prioritized Approach for Managing Cybersecurity Risk

  From DeepSurface Security

  Download this infosheet to see how a RiskAnalyzer can help your credit union better identify cyber vulnerabilities, and how it stacks up against vulnerability scanning+CVSS or threat analysis.

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• Combat the Big Business of Synthetic Identity Fraud

  From NICE Actimize

  Download this eBook and learn how to detect and defend against synthetic and stolen identity fraud with the power and intelligence of AI throughout identity verification, holistic early monitoring and throughout the customer lifecycle across all channels.

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• Cloud-Based ATM Management - Quick, Effective and Easy for Credit Unions

  From Cloudexa

  As ATMs remain crucial for credit unions, especially as members look to access their money and other banking services in a post-pandemic world, financial organizations benefit from a SaaS approach to managing their ATMs. Download this white paper and learn how to empower your credit union with a cost-effective ATM management experience in the cloud.

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• Dissecting Wire Fraud: How It Happens & How to Prevent It

  From NICE Actimize

  Preventing wire fraud starts with understanding how it is perpetrated and the many options fraudsters have for initiating fraudulent wire requests. This ebook provides examples of actual fraud cases that illustrate the breadth of schemes in play, available fraud prevention solutions; and the strengths, weaknesses and limitations of each.

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• How Charitable Giving Impacts Customer Loyalty

  From Elan Financial Services

  This latest survey report from Elan and PYMNTS.com shows findings that consumers who are strong supporters of charitable organizations often prefer to do business with establishments that support local charities, particularly financial institutions.

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• Moving Beyond CVSS for Vulnerability Management in Cybersecurity

  From DeepSurface Security

  The United States National Institute of Standards and Technology (NIST) has stated that simply using the Common Vulnerability Scoring System (CVSS) is inadequate in assessing the severity of a vulnerability and overall risk to an organization. Learn how your cybersecurity team can move beyond CVSS to prioritize vulnerabilities with modern, contextual, risk-based frameworks.

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• 6 Unique Ways for Credit Unions to Increase Profitability Despite Market Headwinds

  From Mortgage Capital Trading

  The mortgage market has seen exceptional fluctuations over the past few years. Despite current headwinds, download this white paper and learn how your credit union can maximize profit and manage risk by improving every step in your loan sale process.

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• Measuring the Distribution of Members by Share Balance

  From Arkatechture

  Static, manual systems prevent credit unions from analyzing key metrics on a regular basis, resulting in lost productivity and an inability to make improvements that would mature departments. Download this case study and learn how your credit union can become data-driven to achieve next-level results.

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• The Comprehensive Guide to Credit Union Data Analytics

  From Arkatechture

  Download this guide to learn how your credit union can harness, utilize and optimize data to improve efficiency, reduce costs and boost your bottom line.

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• How Your Credit Union Can Select a Strong Provider for Merchant Services

  From Elan Financial Services

  To meet the expectation of customers, small businesses want to offer services such as mobile app payment processing, text-to-pay, and invoicing, and need a trusted provider to make it happen. What better partner than their credit union?

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• Get Future Ready With a Strong Technology Offense

  From Fiserv

  Download this white paper to learn how modern technology is helping credit unions pivot quickly to match the ever-changing market.

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• The Double Edged Sword of Mobile Banking

  From NICE Actimize

  As credit unions consider how to secure the mobile channel, they must start with an important premise: the device has been compromised.

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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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• 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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• 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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• 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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• 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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• 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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