Considering a Merger? Don’t Let Your Data Processor be the Last to Know
Mergers can be a lengthy and complex process, and with some much going on, notifying vendors can end up taking a back seat. Melissa Hammel stresses the importance of communicating with your data processing partner early on and keeping them informed down the line.
Are You Selling to Members?
Cross-selling is an important aspect for credit unions, not just to promote products and services and increase revenue, but to support members in the most effective way possible. Keegan Daniel shares some ideas on how to make selling a success.
How We Build Products as a Cooperative
Designing new software as a cooperative and determining the best strategy with which to do so can be a balancing act. CU*Answers CEO Geoff Johnson discusses a few approaches his cooperative takes and what they take into consideration before, after, and during development.
How to Spot Member Fraud and Suspicious Callers
Unfortunately, there’s no automatic warning when a fraudulent caller reaches out to the credit union, but there are clues to watch out for. Nathan VanPatten offers strategies for spotting suspicious callers and separating your members from scammers.
Employee Engagement: Why it Matters
Any company worth anything knows that employees are the lifeblood of your organization. Brandon Shaw delves into how engaged employees are not only happier but benefit the company’s overall health as well.
Your Annual CPA Financial Audit: What You Need to Know
Becky Frankowski breaks down your yearly CPA audit: why is it needed, who it’s for, and how your organization can prepare for one.
The Change Cycle: The Importance of Never Missing a Step
Implementing a change at your credit union without taking the proper steps can have a ripple effect of negative outcomes. AVP of Operations Jeff Miller covers the steps to change and why each is as critical as the last.
Are You Prepared for Succession Events?
Is your organization prepared for unexpected employee departures or even expected retirements? If one of your staff left tomorrow, do you know who would take over their responsibilities? Amber Overla explains how best to prepare for known and unknown succession events.
Are Overdraft Fees on the Chopping Block?
Overdraft and NSF fees have been in the CFPB’s spotlight of late. Jim Vilker suggests slowing down and considering the ramifications carefully before rushing to respond.
Bold Vision for a Bold Future: A Case Study in Eliminating In-Person Teller Lines
In the age of self-service, many credit unions are asking themselves if they need a teller line anymore or if it can be done away with. Rick Preble of RVA Financial Credit Union has done exactly that, replacing his teller lines with ITMs. John Beachamp examines the motive behind the decision, the process, and how members took the shift.
