Aaron Meffert

Is your institution still relying on manual processes for commercial account onboarding? It’s time to rethink how you approach business banking. Discover how a digital-first strategy can enhance efficiency, reduce fraud, and improve customer satisfaction. The future of business onboarding is here. Read more: https://lnkd.in/eaGwqJFz #DigitalTransformation #BusinessBanking #CustomerExperience #CommercialLending #FinTech

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The answer is simple, people want choice! Jim Short from Orbility shares how partnering with NMI for over 20-years has helped them offer a range of digital solutions to consumers by giving them the flexibility to choose how they pay. #NMI #UnattendedPayments #PaymentSolutions

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Our latest Small Business Banker Scorecard reported improved digital payment and transfer services for small businesses. 73% of Scorecard banks offer ACH payments to small businesses and 55% provide a consolidated view of transactions for tracking payments and cash flow. https://loom.ly/znL5xgs #smallbusiness #banking #payments

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Great slide from Brett King’s “CU 5.0 blueprint for tomorrow’s credit unions” session at the TruStage Discovery2024 Conference. We agree that digital delivers better member service and drives growth for credit unions. It’s what we’re delivering for leading credit unions with FIQ Journey. This easy to implement, white-label platform brings hybrid digital advice and self-directed investing together in a single investor experience, providing members with the digital engagement they want and credit unions with the proven, scalable technology they need for profitable organic growth. Whether your goal is democratization of the investing process to attract new members or a small accounts solution for member retention to stop ACH outflows, our team can work with your credit union to integrate FIQ Journey into your existing systems, infrastructure, and member care teams, minimizing disruptions and the need for expensive modifications. You can learn more about FIQ Journey here: https://lnkd.in/g62NVJnh #creditunions #digitaltransformation #discovery2024 #banking #fintech

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🌟 Did you know that switching to ACH payments can save you up to 4% in processing fees? 💸 Ready to start saving money? Watch the full webinar recording and learn how ACH can improve your bottom line! 🚀💳 https://hubs.ly/Q02-c9RW0 #ACHpayments #SaveMoney #WebinarRecording #ACH #Software #LOUSoftware #BusinessManagement

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PayShap isn’t a standalone app. It’s accessed through your bank channels. This means that all of your bank’s safety features also apply to PayShap. ​ ​ Learn more: bit.ly/46kBkZw ​ ​ #PayShap #InstantPayments #NowThatsShap #ShapID

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The Future of ACH: The Value and How to Include It in Your Payment Strategy #SaaS #Integrated #Payments #Prepaid #Print #Mail #Fintech https://hubs.ly/Q02Rn85l0

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Many banks and credit unions use Alchemer Digital to collect and respond to in-app and web customer feedback. This helps them drive data-driven product decisions and increase member retention. Learn how Advantis Credit Union uses Alchemer Digital to increase ROI and improve customer satisfaction, loyalty, and retention. https://lnkd.in/gitbeBgE

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Want to take your laundrette business cashless? Start by discovering how Speed Queen increased their revenue by up to 400% with TNS' UnattendedPayments solution, while also reducing vandalism and eliminating cash handling challenges. Learn more about transforming your business today!    Read the full story: https://bit.ly/3LVr80x #TNSPaymentsMarket #UnattendedPayments #Selfservice #SpeedQueen

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Transitioning digital banking providers shouldn’t disrupt your credit union’s service. With Constellation Digital Partners, we make it seamless. Our flexible platform and dedicated team ensures minimal downtime and a smooth shift to new technology – keeping your members top of mind. 📱 Learn more about our Digital Banking Platform: https://lnkd.in/e5V-Cy5f #DigitalTransformation #CreditUnionInnovation #FintechSolutions #ConstellationDigitalPartners

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Did you know The Payments Perspective Podcast is on YouTube? 💡 Each episode features industry leaders discussing key payments topics and issues. Watch and subscribe to our channel here: https://lnkd.in/e5-4Hd4h #Wespay #ThePaymentsPerspectivePodcast

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When customers expect options to pay online, businesses benefit from the use of electronic lockbox, or eLockbox. This is a remittance payment service that allows customers to make payments in whichever form they prefer while delivering those funds in one simple ACH deposit and compressed data file. Learn how bank lockbox services work in this blog: https://hubs.li/Q02z3RNh0

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Is your credit union tapping into the full potential of its data? Are you leveraging data to strategize and unlock new membership and product opportunities? With Vizo Financial’s partnership with Vertice AI, this is now possible. Through this collaboration, Vizo Financial is empowering credit unions to accelerate growth with a cutting-edge, rapidly deployable member growth solution, available to Vizo Financial members on exclusive terms. This solution democratizes access to advanced analytics, allowing credit unions of any size to offer the personalized member experiences that today’s market demands. Vertice AI’s Solution transforms your member data into actionable insights, delivering a single view of each member and predicting their needs — so you know who needs what, and when. Credit unions can now drive growth with targeted engagement and measurable results, without the expense of building or overloading in-house data science teams. Why Choose Vertice AI? With 70+ metrics across demographics, product relationships, and financial behaviors, Vertice AI helps credit unions understand their membership, scale their analytics, and maximize growth potential. Its proprietary scoring system quantifies each member’s economic participation, empowering you to create engagement strategies tailored to each member’s unique journey. Join Us! Vizo Financial will be hosting an informative webinar on November 19, 2024, at 2:00 p.m. ET to dive deeper into this powerful partnership. Don’t miss out on this opportunity to learn how Vertice AI can unlock new growth for your credit union. Register here: https://lnkd.in/ewZxyT89 Learn more about how Vizo Financial is unlocking member growth with our new solution, powered by Vertice AI, on the Vizo Financial blog: https://lnkd.in/ehrcZD2S #VizoBlog #CreditUnionBlog #CUBlog #CUEducation #AI #Technology

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As we continue our daily series this week of tailored AI prompt templates for credit unions, today’s focus is on marketing teams. All 5 of today’s AI prompts are designed to help your credit union’s marketers quickly engage members, sharpen campaigns, and boost conversion rates. This first template will help you ideate sales copy for any purpose using the Problem-Agitate-Solution (PAS) formula. --- You are an expert copywriter for [Insert credit union name] with decades of experience in the credit union industry writing high quality sales copy that converts. Your task is to write a [Insert desired length in words or paragraphs] marketing [insert desired format (ex. email, webpage, etc.] to promote [insert product/service] to [Insert target audience]. You should write this copy with a tone that is [Insert desired tone. Examples: Excited and engaging, Serious and informative, Heartfelt and community-focused, etc.] Use the Problem-Agitate-Solution copywriting formula: Step 1 Problem: Clearly describe a significant problem or pain point the target audience faces that is relevant to the product/service. Step 2 Agitate: Expand on why this problem is so frustrating, costly or painful for the reader. Make them feel the consequences of inaction. Step 3 Solution: Introduce [insert product/service] as the ideal solution that will eliminate their problem and improve their situation. Focus on the key benefits and outcomes. Call-to-Action: End with a clear call-to-action to [Insert desired action] --- Check out all five AI prompts for credit union marketers here: https://lnkd.in/gq9QxRUx Subscribe to our newsletter to get one AI prompt tailored for credit unions delivered to your inbox weekly: https://lnkd.in/gqjzJ3Dv

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🚀 Is your bank or credit union ready to enhance its marketing game? Our latest blog post from Marketing Director Monica Hoyer, CPC, ELI-MP dives into the power of marketing automation for financial services. Discover how personalized email campaigns, automated onboarding, lead nurturing, and more can transform your customer engagement and operational efficiency. 💼📈 #marketingautomation #financialservices #banking #creditunions

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Stay in the loop, in real-time. 💡 Vendstash mobile app keeps you updated on every transaction milestone—payment success, order confirmation, and more. No surprises, just peace of mind. 🔔 COMING TO YOU THIS NOVEMBER! Stay tuned👀 #Vendstash #escrowpayments #securetransactions #ecommerce #trends #content #viral

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Read this Sharetec Systems article to learn about how they are providing #creditunions with #instantpayments to meet members' everyday needs: https://hubs.li/Q02Ys6TL0

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