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AI beyond the bot: How to introduce AI across your agent and member experiences

November 18, 2024 No Comments

Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across the customer experience landscape. While AI chatbots represent one key element of a modern member experience strategy, they’re just the beginning when it comes to creating a truly differentiated end-to-end

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University of Lending

November 7, 2024 No Comments

Designed specifically for Loan Managers, Member Service Representatives, Loan Officers, and Credit Union Management, we understand that achieving exceptional loan yields, Return on Assets (ROAs), and outstanding member service is the core of your success. The University of Lending is the industry leading training solution that will transform your team’s performance and elevate your credit

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OpenFinity Expo – CFPB 1033 Open Finance

November 1, 2024 No Comments

On November 19-20, OpenFinity will organize the gathering of leading industry experts focusing on the 1033/Open Finance in the US and Canada. They will share their knowledge, experience, and perspectives with the financial community about what lies ahead, and how they can help with adoption and compliance.​ IntelliTrade CRO Bryan Hahn will be hosting a

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ACUMA Inside Track Webinar – Becoming a Fannie Mae Lender

November 1, 2024 No Comments

Fannie Mae, first developed in 1938 to help ensure a reliable and affordable supply of mortgage funds throughout the country, is one of the foremost supporters of the home lending industry and supporter of organizations that seek to put consumers – including credit union members – in their own homes. The new year will bring

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Purpose Symposium

November 1, 2024 No Comments

Please join us for a 2-day event in Austin, TX centered around all things purpose. We will explore key learnings from Sustainable Business Strategy (Callahan’s Leading with Purpose program) and bring forth insights from industry leaders committed to the purpose journey with interactive exchanges including breakouts, panel presentations and networking opportunities. Dates: February 6-7, 2025

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The Power of the Consumer in Today’s Environment

October 25, 2024 No Comments

Today’s environment is challenging — but consumers might be doing better than you think. Join the experts from LendingClub Bank to learn about The Power of the Consumer in Today’s Environment. As a nationally chartered bank, LendingClub Bank is the partner of choice for banks and credit unions to access short duration, high yielding consumer

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ACUMA Inside Track Webinar – Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step – From Rate Sheet Creation to Servicing

October 25, 2024 No Comments

Mortgage loans, like the homes they finance, are built brick-by-brick and step-by-step to provide the best possible results at the lowest cost. Professional builders understand this equation well, but some credit unions still don’t give enough thought to building out their loan pipeline in ways that will improve and enhance the process. That lack of

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Harvesting Insights: Building a Strong Data Culture at Your Credit Union

October 25, 2024 No Comments

Join Melissa Pomeroy and Shira Spector for a real conversation about data culture. In this webinar, we’ll clarify the concept of “data culture” and dive into practical ways credit unions can leverage it to enhance decision-making, improve member services, and boost operational efficiency. Discover how fostering a data-driven mindset across your organization empowers your team

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Treating Credit Unions to Sweet Opportunities: Demystifying Student Loan Refinancing

October 25, 2024 No Comments

Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting long-term loyalty. Led by industry expert: Amanda Bardonner, VP Strategic Accounts, LendKey Key takeaways include: Revolutionize Member Engagement: Discover how student loan refinancing can be your ticket to capturing the

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SERP 101: General SERP Ovierview

October 18, 2024 No Comments

Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: **Differences between a 457(f) and Split Dollar **Impacts of a SERP to the credit union and executive from both an income and tax perspective **NCUA examiner guidance and tax law changes **We host this webinar regularly

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AI beyond the bot: How to introduce AI across your agent and member experiences

TTEC Digital November 18, 2024
Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across ...

University of Lending

Lending Solutions Consulting, Inc November 7, 2024
Designed specifically for Loan Managers, Member Service Representatives, Loan Officers, and Credit Union Management, we understand that achieving exceptional loan yields, Return on Assets (ROAs), ...

OpenFinity Expo – CFPB 1033 Open Finance

Intellitrade Ltd November 1, 2024
On November 19-20, OpenFinity will organize the gathering of leading industry experts focusing on the 1033/Open Finance in the US and Canada. They will share ...

ACUMA Inside Track Webinar – Becoming a Fannie Mae Lender

American Credit Union Mortgage Association (ACUMA) November 1, 2024
Fannie Mae, first developed in 1938 to help ensure a reliable and affordable supply of mortgage funds throughout the country, is one of the foremost ...

Purpose Symposium

Callahan & Associates, Inc. November 1, 2024
Please join us for a 2-day event in Austin, TX centered around all things purpose. We will explore key learnings from Sustainable Business Strategy (Callahan’s ...

The Power of the Consumer in Today’s Environment

LendingClub October 25, 2024
Today’s environment is challenging — but consumers might be doing better than you think. Join the experts from LendingClub Bank to learn about The Power ...

ACUMA Inside Track Webinar – Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step – From Rate Sheet Creation to Servicing

American Credit Union Mortgage Association (ACUMA) October 25, 2024
Mortgage loans, like the homes they finance, are built brick-by-brick and step-by-step to provide the best possible results at the lowest cost. Professional builders understand ...

Harvesting Insights: Building a Strong Data Culture at Your Credit Union

Arkatechture October 25, 2024
Join Melissa Pomeroy and Shira Spector for a real conversation about data culture. In this webinar, we’ll clarify the concept of “data culture” and dive ...

Treating Credit Unions to Sweet Opportunities: Demystifying Student Loan Refinancing

LendKey October 25, 2024
Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting ...

SERP 101: General SERP Ovierview

PARC Street Partners October 18, 2024
Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: **Differences between a 457(f) and Split ...
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