With information separated into more than 16 different systems, American Heritage staff and managers were challenged to consolidate data, proactively serve members by identifying opportunities, and create clear dashboards for reporting. That’s why the cooperative created a joint project office to identify needs throughout the credit union and develop a solution to tell the complete
Artificial intelligence is helping credit unions respond to member requests in a way that doesn’t make self andservice seem like they don’t belong together. The chatbots these cooperatives are deploying not only learn on the job but also offer a touch of personality. During this webinar, Callahan & Associates Alex Gekas will moderate an interactive
Diversity, equity, and inclusion programs continue to be vital and have taken center stage in industries of all types. Credit union DEI programs have also become more prevalent in recent years, but how do you ensure your cooperative keeps moving forward effectively in this long-term journey? During this webinar, Callahan & Associates’ Alix Patterson will
Heartland Credit Union Association (HCUA) Convention & Annual Meeting provides keynote sessions, exhibit hall, topical breakouts and plenty of networking. In-person and virtual options.
Join Corporate Central and ECCHO for this 60-minute webinar where we will review the terms of being an HIDC and discuss how that legal status has consequences when RDC indemnity claims are resolved.
This webinar will cover: • How digital marketing leads to increased connections and sales • How DeepTarget helps financial institutions engage end users • How surprisingly little time Jolt CU invested for its phenomenal results!
As credit unions emerge from nearly two years dominated by the pandemic, there’s a continuing need for credit union executives to learn and benefit from shared knowledge and experience. Callahan’s Virtual Roundtables provide that opportunity. The HR Virtual Roundtable brings together HR professionals to learn, network, and discuss current trends and issues with peers from
Every bank and credit union is different, and it’s unlikely that any off-the-shelf digital banking solution will meet every need. Join us to explore the importance of platform flexibility, including configuration and admin tools, and best practices around leveraging an SDK to address customization. Is your institution ready to quickly adapt to meet tomorrow’s market
This virtual training is a mix of self-paced digital learning and interactive group web events to teach you tips, tricks, and shortcuts for customizing Peer-to-Peer. You gain a better understanding of your market, the knowledge to monitor progress towards specific goals, and provide valuable insight to your team. To get the most out of this
Friction is the enemy of adoption – whether it’s payments, online loan origination, digital apps, or almost any financial institution transaction. During the pandemic, the branches closed and end users adopted digital banking tools and methods beyond what would normally have occurred. MAP recognizes that it’s not just payments that are going full-on digital, it’s
Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line fixes into bottom-line wins.
Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.
The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.
A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.
When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.
From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.