November 19, 2019 | Devon Wilson | Cybercrime, Online Account Opening

  Reaching beyond Gen Z and millennials and into the younger generation requires a distinct approach to marketing and customer outreach. It’s forecasted that upcoming younger generations will be even more conservative with their money, but they don’t have the same approach as older generations toward financial literacy. From the beginning, be pain-free Nowadays, many […]

October 21, 2019 | Devon Wilson | Business Continuity Planning, Disaster Recovery

Most people use the terms “business continuity planning” and “disaster recovery” interchangeably, but they are two completely different strategies that organizations use to protect operations and bounce back from a disaster. What are the main differences between business continuity plans and disaster recovery plans anyway? While the exact answer varies depending on who we ask, […]

October 12, 2019 | Devon Wilson | Cybercrime, Disaster Recovery

Is secure disaster recovery one of your credit union’s priorities this year? Now more than ever, financial institutions should place higher importance on resilience after cybersecurity incidents, IT failures and severe weather events. The majority of the context for disaster recovery planning involves the types of disasters your credit union wants to defend against. Previously, […]

September 16, 2019 | Devon Wilson | eNotices

The biggest obstacle to promoting credit union eStatement adoption and convincing members to enroll is knowing how to properly address their needs, attitudes and preconceived knowledge. This is why the most effective promotional campaigns focus on respectfully educating members about eStatements, helping them shift their attitude in a positive manner, and reassuring them that everything […]

September 5, 2019 | Devon Wilson | eNotices

Adopting eStatements for your credit union provides a wealth of benefits for you and your members. Convincing those who already subscribe to paper statements can be challenging, but the right strategy makes a world of difference.  There are three primary strategies you can follow to enrol new and existing members in your eStatement program. Here […]

August 15, 2019 | Devon Wilson | Online Account Opening

Not only do first impressions last, but they also significantly affect whether a member will recommend your credit union to their network of friends and family members.  One of your primary goals when welcoming new members into your credit union should be to make an amazing first impression. Customers should feel confident that their Member […]

July 13, 2019 | Devon Wilson | Employee Well-Being

Increasing the productivity of your Member Service Representatives is crucial if your credit union is aiming for significant growth. Not only are your employees the face of your financial institution, they are also the foundation that ensures your front-end operations are always running smoothly. Take a look at ways you can make your MSR’s more […]

July 7, 2019 | Devon Wilson | Online Account Opening

When a bank or credit union advertises that they offer online account opening, more often than not it’s not the complete truth. True online account opening means the entire sign-up process can be completed digitally, without needing to visit the branch. The majority of credit unions are either fully using traditional in-branch applications or a […]

June 14, 2019 | Devon Wilson | Disaster Recovery

For financial institutions and the majority of organizations across the U.S., natural disasters can strike at any moment and in many forms. When the inevitable happens, your credit union should be able to handle your disaster recovery and resume operations as soon as possible. Your members’ financial information is extremely valuable, but it is also […]

May 26, 2019 | Devon Wilson | Uncategorized

Every time a member completes a simple transaction, chances are they won’t be thinking about all the integrations your credit union implemented for it to happen. Members aren’t thinking about how the core is integrated with applications whenever they check their account balance. They just expect their account data to be there, and for your […]