Partner Perspectives

Features

It’s Time To Take Our Own Advice

New DOL Fiduciary Rule is an opportunity to assess credit unions’ long-term goals for their investment advisors.
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It’s Not Your Father’s Mortgage Anymore

Just like today’s autos, it takes a specialist to know what’s under that mortgage’s hood, and to make sure it runs like a champ.
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How Denali FCU Doubled Its Indirect Lending Footprint

SAIL increased automation and more than doubled the credit union's monthly funded amounts.
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The Importance Of FCRA Compliance

Stiff potential penalties underline the need to maintain and adhere to up-to-date compliance programs.
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Who Cares About Digital?

Account opening action is still mostly in the branches.
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How TDECU Increased Average Monthly Indirect Volume By 33% In Just 6 Months

The Texas credit union outsourced processing and funding services to bring in more business and members.
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Private Student Lending Leads To More Than Just A Loan

A college loan can be, and often is, the foundation of a long-lasting relationship between a member and a credit union.
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Credit Union Foundations Are A Vehicle To Grow Membership

Legal fine points for credit unions interested in creating a charitable foundation.
Callahan Collections

How Patelco Credit Union Aligned Its Leadership Team Around Strategy, Language, And Framework

The California credit union gained the framework for team collaboration on innovation through the Callahan Leadership Team Development program.
Features

Second Quarter 2016 Investment Trends Review

Continued loan demand draws down investment balances.
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