Eric Evans

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

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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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As ACH transactions become more common and faster, Banks, Credit Unions, and Fintechs need a solution to protect against fraud and unauthorized returns. 🛡️ Join our webinar on August 28th at 10am PT to explore 4 key features of Unit21’s ACH solution, learn how to safeguard your institution, and discover ways to streamline ACH fraud prevention. 🔎 ✅ Register now to secure your spot: https://hubs.li/Q02Md9j60 #ACH #ACHFraud #FraudPrevention

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Why wait for members to fire you before making a change? By adopting Shastic’s platform, your credit union gains an edge in delivering seamless experiences while staying true to its mission of member-first service. Don’t let fintechs define what convenience looks like—delight your members! https://hubs.ly/Q02WwlGh0 #AI #RPA #Banking #CreditUnion #Lending #AIWorkflowAutomation #WorkflowAutomation #Efficiency #Loan #Fintech #PeopleHelpingPeople

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"In the face of economic uncertainty, banks and credit unions face immense pressure to reduce costs and streamline operations. Marketing budgets are often among the first cut. However, this can be short-sighted and can harm an institution’s long-term growth. Here’s how to hold onto your marketing budget this year and how to build a strong case that justifies your initiatives and proves their worth." #ownersrepresentative #financialinstitution #creditunion #credituniondesign #bank #bankdesign #structurefirst

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What type of #CreditUnion are you? Are you a Future Watcher or a Future Thinker? https://lnkd.in/gJZcaXpY Here at #BankSocial, we believe that both are important in the future of #OpenBanking. We’re here to help credit unions make that leap from watching to thinking, from seeing to building. We understand that the road to transformation can be complex, and we’re ready to make it a little easier.

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Credit Union email timeliness scheduling can be very complicated, but we can devise some simple rules for generality's sake. https://ow.ly/zIwH50Ss0of #creditunions #creditunion #creditunionlife #fintech #leadership #strategy #efficiency #solutions #branding #marketing

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MidWestOne Bank has doubled digital account openings with a streamlined mobile-first solution, bringing account setup down to under 2 minutes! By modernizing technology and fostering collaboration, they transformed legacy systems into a seamless, secure experience. Here’s how they made it happen: ✅ Prioritizing mobile-first for rapid onboarding ✅ Partnering with experts like RCG for a winning solution ✅ Engaging stakeholders from day one If you’re ready to reshape your digital journey, don’t miss these insights. Read the full story here: https://lnkd.in/gKw_4XEF #DigitalBanking #Fintech #DigitalTransformation #RCGGlobalServices

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Choosing a product vendor isn't a decision to be taken lightly. To help you ask the right questions, we’ve developed this eBook with 6 things to look for in a document imaging and loan management partner>> https://bit.ly/4bpfKnL #banks #creditunions #commerciallending #AccuAccount #loanmanagement #bankkdocumentimaging #eBook

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💡 Banks and Credit Unions are cutting error handling in half with ACH automation! 💡 Don’t miss this mini-case study from CTO Kent Brown and ACH expert Blake Herring, which reveals how automating ACH processes can transform your operations, eliminate rejected files, and free up valuable resources for more strategic tasks. 🌟 👉 Read the blog here: https://lnkd.in/gFtPAFvg #ACH #BankingInnovation #Fintech #ACHAutomation #FinancialServices #BankingEfficiency

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🔍 What #lenders want to focus on: ✅ Winning new business ✅ Serving customers ✅ Underwriting loans 😩 What they're forced to focus on: ❎ Managing multiple payments vendors ❎ Troubleshooting without transparency ❎ Struggling to reconcile siloed or nonexistent #data Learn how Moov can help lenders stay focused by providing them with a comprehensive, flexible #payments solution and single source of truth for their transactional data. 👇

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Are Teller Cash Recyclers reaching a tipping point? The banking world has been slow to adopt TCRs for many reasons including costs and a push towards digital banking at the expense of branches. That may be changing. http://ow.ly/YFai105zZwM

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Now you can prevent failed incoming ACH debits 🛟 This new feature enables your customers to automatically move money from a different account to keep an incoming ACH debit from failing due to insufficient funds. https://lnkd.in/gwb_VbVf 

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Visit us at #SymWest to learn why Catalyst is a trusted option for the FedNow Service, and join Glenn Wheeler's session where he'll discuss payments transformation & the ability to transact and settle a payment to anyone at any time. ➡️💲 #creditunions #Symitar

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Digital payment services and apps are incredibly popular, especially among younger consumers. If credit unions don't take the time to learn about and implement these services, they could quickly fall behind! Check out our interview with Finastra's Mihail Duta: https://loom.ly/n3vqlGQ #creditunions #payments

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