TOPIC: COO

Last Week to Register for COMPLIMENTARY Executive Summit in Ft. Lauderdale, 2/5

There’s no question about it: Data and Digitization are key to your financial institution's future success.

If your institution is not developing a plan to adapt and meet consumer demands in this increasingly digital world, you risk ceding your position to other financial institutions and non-bank competitors alike.

Attend the Velocity Solutions Executive Summit on February 5, 2019FREE to financial institution executives*—to learn proven strategies that will help move your credit union into the digital revolution by harnessing the power of big data, digital solutions and automation.

Delivered in one power-packed day and led by seasoned presenters with decades of experience, Executive Summit topics include:

  • Digital Banking Strategies and the Regulatory Landscape
  • Leveraging Data & Digitization to Build Revenue & Relationships
  • Digital & Dynamic Data-Driven Overdraft Management
  • Big Data Profits through a Unified Platform Approach
  • The Power and Profitability of Digital Lending
  • Digital & Social Strategies for Account Acquisition

*Includes the one-day seminar, one hotel night, your roundtrip airfare and event-related meals.

Click here to see the agenda: http://bit.ly/2Ru4McQ

Space is limited. Click here to register: http://bit.ly/2RxmdJx

Click here to see what past attendees say about the Velocity Executive Summits! (video) http://bit.ly/2Rr5CH4

Can’t attend the February 5 Executive Summit? Click here to see more 2019 sessions: http://bit.ly/2RwkyDK

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    Free Webinar: Beneficial Ownership for Bank Executives

    May 11th is only two days away and it is crucial that all bank executives are up to speed on how these changes will affect your institution. Join us tomorrow, as former regulator and compliance expert, Jessica Caballero, breaks down what financial institution executives need to know about the ruling, and how the new rule will affect your organization and your customer relationships.

    We will also discuss what questions you need to be asking your staff to determine if your institution will be in full compliance, what tasks are still ahead, and what regulators will be asking about during your next exam.

    Register here

      We have a new poll! Tell us about how you work with fintech providers.

      Person at a Company (USA)

      Hi all,

      Thank you to all who participated in our last survey! We'll be releasing the results shortly. We have a new poll up that will take 30 seconds (6 questions) regarding how your FI views and works with new and innovative fintech providers in the industry. Would love to get your input and we will share the results with anyone who participates once the survey is closed. Thanks!

      Take the survey here.

        Ticking Time Bomb: Why A Free Vendor Management Checklist Is A Disaster Waiting to Happen

        Hello, bankers! Today we are discussing the risks of choosing a one-size-fits-all, free vendor management checklist. This post was originally published on the Ncontracts blog.

        Ticking Time Bomb: Why A Free Vendor Management Checklist Is A Disaster Waiting to Happen

        There is temptation in the world of management. With regulatory scrutiny increasing and cost a concern, free vendor management checklists seem like an easy solution. But is that free checklist going to cost you down the road? My experience says yes...

        READ THE FULL ARTICLE: Download the attached PDF

          2017 Credit Union Call Center & Benchmarking Survey

          The results are in from this year’s 2017 Credit Union Contact Center Benchmarking Survey conducted by Strategic Contact. Register to learn how your institution stacks up and what key trends will impact your strategy for the year ahead. Registrants will also receive a link to download the results of the survey following the webinar.

          Join Lori Bocklund, President of Strategic Contact, and Al Rosenbaum, EVP of Customer Success at SilverCloud Inc., as they discuss the impact of and insights behind this year’s results. Gain a better understanding of the current industry landscape, while learning how to improve your member service and respond to growing competition. In this webinar, we’ll focus on:

          • The tensions, drivers, and disconnects behind a strategy focused on member experience
          • The challenges of relying on training, coaching, and development to address issues of high call volume and attrition
          • Call center staffing issues, metrics, and technology usage trends and gaps
          • Current approaches to reducing workload and improving agent performance
          • & much more

          Register today to secure a spot!