Events Archive | Page 13 of 68

Events

Harnessing Predictive Analytics for Superior Member Personalization

June 27, 2024 No Comments

Meeting members where they are is essential for creating personalized engagements. Helping them get to the next milestone on their journey is an even more impactful way to enhance a member’s overall experience with their credit union. Predictive analytics empowers credit unions to anticipate member needs, delivering individualized financial guidance and tailored messaging at scale.

Comprehensive Fraud Case Management

June 25, 2024 No Comments

Tune in for a complimentary webinar from PayLynxs to review a specialized fraud case management platform. Designed by and for enterprise fraud investigators. Topics will include front-office reporting channels, building and customizing forms, triaging potential fraud, managing investigations, and more. We hope to see you there! Time

Manage “BSA, AML, and Fraud Automation Workflows

June 25, 2024 No Comments

Join us for a complimentary webinar to learn how automating BSA, AML and Fraud processes can reduce your institution’s risk, ensure regulatory compliance, and better identify potential financial crime. This Webinar provides an excellent introduction to the full platform offered by SimpliRisk. If you are considering vendor alternatives, first time automation, or just want to

BSA, AML, and Fraud Automation Workflows

June 25, 2024 No Comments

Conquering Silent Attrition

June 13, 2024 No Comments

The fragmentation of banking relationships just seems to be the norm today. Switching has never been easier. But don’t expect your members to tell you when they go with another financial services provider. Chances are, you won’t find out they’re gone until it hits your bottom line! Join your credit union peers on Wednesday, June

NCUA’s New NSF/OD Fee Reporting

June 13, 2024 No Comments

As of 1Q24, the National Credit Union Association (NCUA) now requires credit unions over $1B in assets to report total income earned through NSF and Overdraft (OD) fees. This new mandate highlights regulator’s increasing focus on NSF/OD fee policy, and brings a wave of questions and concerns for credit union leaders charged with managing their

A Guide to Empowering Employees & Increasing Operational Efficiency with Knowledge Management

May 30, 2024 No Comments

In today’s financial sector, while credit union leaders understand that employees are crucial for customer engagement, 80% acknowledge that high turnover remains a major barrier. Join us to explore the essential role of Knowledge Management in enhancing operational efficiency and employee engagement. Hear firsthand from UMassFive College Federal Credit Union about their journey leveraging a

Digital Transformation Strategies for Credit Unions in a Data-Driven World

May 6, 2024 No Comments

Introduction to Data and CRM: Understanding the Basics The Power of Integration: How Data and CRM Combine for Comprehensive Member Insight How to solve your biggest problems: A closer look at the top 5 problems and our solutions Solutions in Action: Case Studies on Data Quality, Risk Mitigation, and Digital Transformation Implementing Effective Strategies: Navigating

All Things CDFI: Recertification, Grants and Greenhouse Gas Reduction Awards

April 19, 2024 No Comments

Join CU Strategic Planning’s experts to discuss: Recertification – what needs to be done NOW to retain your certification and how CU Strategic Planning can help you with 2023 and 2024 data. The new certification standards – how to work with them to benefit your credit union, and how the new reg impacts current CDFI awards.

BSA, AML, and Fraud Automation Workflows

April 19, 2024 No Comments

Financial Strategies Workshop

Vizo Financial Corporate Credit Union March 21, 2025

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed ...

ACUMA Fast Track Webinar: The Future of Housing: Navigating Disaster Recovery, Policy Shifts, and Portfolio Resilience for Credit Union Mortgage Lenders, sponsored by ACES Quality Management

American Credit Union Mortgage Association (ACUMA) March 7, 2025

The housing landscape is evolving in response to various challenges, including natural disasters, policy changes, and economic pressures. Join us for an insightful webinar tailored ...

Generative AI Series: Marketing (Virtual Roundtable)

Callahan & Associates, Inc. February 28, 2025

The Generative AI Roundtable Series is designed to equip credit union executives with the knowledge and insights needed to harness the power of generative AI. ...