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 to fine-tune your credit union’s money management methods and goals. With sessions on the “big four” for credit unions – the economy, ALM, investments and liquidity – each one-day workshop
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 for credit union mortgage lenders, where we’ll explore the critical topics shaping the future of housing and mortgage lending. Key discussion points will include: • Disaster Recovery: Strategies for credit
CU NextGen Engage is a unique platform designed to foster collaboration, share insights, and pave the way for the future of credit unions. Over the course of three days, participants will have the opportunity to engage with industry experts, learn from seasoned credit union leaders, and gain valuable insights into leading innovation with CU NextGen
CU NextGen Engage is a unique (and free!) event designed to foster collaboration, share insights, and pave the way for the future of credit unions. Participants will have the opportunity to engage with industry experts, learn from seasoned credit union leaders, and gain valuable insights into leading innovation with CU NextGen solutions.
Join us for the TriVerity Collection Academy, where industry professionals come together to share innovative approaches and best practices in collections. This year’s theme, “A Unified Vision for Collections,” emphasizes the importance of collaboration, adaptability and strategic thinking in an ever-evolving industry. Whether you’re looking to improve operational efficiencies, stay ahead of regulatory changes, or
The Visionary 2025 Conference is CU*SOUTH’s marquee annual event, set to take place May 19–21, 2025, at the Rosen Shingle Creek Resort in Orlando, Florida. This premier gathering brings together credit union professionals to explore the latest industry trends, technologies, and strategies. Attendees will connect with industry experts, thought leaders, and peers to share insights
In a mortgage data landscape filled with complex solutions and significant investments, there’s a practical alternative. Join us for a live demonstration of how credit unions can effectively leverage loan-level intelligence and real-time market data without excessive costs or complexity. We’ll show you practical applications of our interactive dashboards – MBS Pivot, FHA Pivot, HMDAVision,
The success of Open Banking depends on aligning implementation with clear strategic goals. From the onset Banks and Credit Unions must define their objectives—whether it’s enhancing customer experience, driving revenue growth, or standing out in the market. Breaking the process into individual phases can provide valuable insights. Many steps can leverage existing policies and processes
Discover actionable insights, proven strategies, and real-world examples designed to boost your credit union’s LinkedIn presence and attract exceptional talent. This webinar empowers credit union professionals to confidently showcase their unique culture, revolutionize recruitment efforts, and elevate their digital brand. Don’t miss this opportunity to transform your approach and connect with a broader pool of
Driving operational efficiencies and improving member satisfaction are key priorities for nearly every financial institution. Although they seem at odds, today’s advanced technologies enable credit unions to achieve both. When integrated into existing processes, AI and other technologies can simplify workflows, save costs, and deliver more personalized member interactions. In this webinar, you’ll learn how
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Don’t stop reading because you think this is a love letter to Zohran Mamdani. It’s not about politics; it’s about connection and authenticity. His people-first campaign offers four lessons for credit unions on speaking with purpose and being heard.
Explore best practices to streamline service, inspire leadership engagement, and improve the member experience.
Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable member growth.
Futureproof your credit union. Learn how ASAPP Financial Technology’s bank.io OXP | Omnichannel Experience Platform supports credit unions as they compete against direct-to-consumer fintechs.
Choosing the right credit union core technology provider helps members, employees, and the credit union thrive.
When Erling Amundson made the jump from Fortune 500s to Langley Federal Credit Union, he brought a knack for member service and systems that listen, learn, and evolve.
Credit unions improve the member experience through training, bilingual service, and bold branch strategies. Explore three stories that show what it takes to connect.
How changing consumer behavior is redefining branches as community spaces for advice, education, and connection.
Increases in credit limits strengthen trust and loyalty; denials risk driving cardholders away.