Kristopher Pahlek

Meeting and exceeding your Target Market lending goals has never been more crucial for CDFI credit unions and their members! Scroll down to our on-demand webinar: Increasing Your Credit Union's Target Market Lending: https://loom.ly/rxTLqco #CDFIs #creditunions #lending

3

We're CDFI credit unions' Easy Button! We do the heavy liftining so you don't have to, but we love what we do and THAT's what makes it easy. Learn more: https://loom.ly/FlDwS8c #creditunions #CDFIs #CUDifference #TestimonialTuesday

4

Have you heard about our new referral program? If not, we'd love to tell you all about it! This program is for credit unions that utilize the CU*BASE core processing system through CUaxis. Here's how it will work: Qualified Leads - For every qualified* credit union lead you submit to CUaxis, you will receive a $25 gift card. Demo - If one of those leads participates in a high-level overview demo of the CU*BASE core processing system, your credit union will receive an additional $25 gift card. Contract - If the credit union lead signs a contract with CUaxis, your credit union will receive a one-time $500 discount on your core processing monthly bill. And to reward your referral for signing a core contract with CUaxis, they'll receive a discount on their set-up fees! So, what are you waiting for? Go out...tell one, tell all about CUaxis' new Referral Program! If you have any referral's you'd like to submit, let us know: https://lnkd.in/e6eYj8Y5 #CUBASE #CoreProcessing #Core #CoreSystem #CUaxis #CollaborationAmongCooperatives #CollaborativeCommunity #CoreCommunity

1

https://hubs.li/Q02z53PV0 Providing a fast and convenient lending experience is imperative to maintaining member satisfaction within your credit union. Register for next week’s webinar to learn why 165 credit unions have already partnered with Origence Lending Services. Bob Nealon, George Batty, & Sam Clark

23

We're less than one week out from the Michigan Mortgage Lenders Association's Annual Lending Conference! Registration closes this week, so don't miss your chance to meet with our Chief Information Officer Shawn Ansley to discuss how to improve your secondary market strategy...and hear from a stellar line-up of nationally renowned speakers on improving your business in today's market, of course! 😉 Don't miss out! Register here: https://lnkd.in/g7ymzjv7 #mortgage #capitalmarkets #secondarymarket #hedging #hedgeadvisory

10

Still handling loans manually? It’s time to let technology take the wheel! Our latest blog dives into how loan management software can streamline your operations, reduce errors, and save time—leaving your team free to focus on what really matters. Ready for a change? Check it out here: https://bit.ly/3XAR1bm

1

1 Comment

Top 3 Tips to Decrease Loan Application Abandonment - Increase completion rates and elevate member satisfaction by reducing loan application abandonment for your credit union. https://hubs.ly/Q02v3v_W0

4

Credit unions have a big challenge at hand. Expanding their traditional consumer member base to work with Main Street businesses is not something that can happen overnight. Luckily, Stephen Markley at Diamond Credit Union is up to the challenge — especially when he knows he can leverage Vertical IQ, just like he had at a former company. Learn why he says Vertical IQ is a key part of Diamond Credit Union's strategic plan and success: https://hubs.ly/Q02Z9NMc0 #ReadinessWins #IndustryIntelligence #CreditUnions

11

Whether ACH, check, or wire, your institution must understand how to properly handle business banking exceptions. This webinar will ensure you know where to find the rules, are well versed in the liability involved, and can proactively protect your bank. https://lnkd.in/g6TqjFYY 📅 August 7, 2024 8:00 am – 9:30 am PT 9:00 am – 10:30 am MT 10:00 am – 11:30 am CT 11:00 am – 12:30 pm ET After this webinar you'll be able to: ✔ Understand the different business agreements required with accountholders ✔ Explain the various payment streams accountholders may use ✔ Recognize the security controls that should be in place ✔ Explain error resolution requirements for ACH, check, and wire ✔ Interpret the regulatory guidance for each payment system . . . #cbwn #communitybanks #banking #communitybanking #banks #bankwebinar #banktraining #BankingInsights #ACH #businessbanking

2

🙌 Many thanks to the Auto Fin Journal for the covering our latest partnership with Affinity Federal Credit Union. We are committed to continuing our work to make the auto lending process more secure and efficient. Full article at the link ⬇️ https://hubs.la/Q02Lb2QJ0 Cherokee Media Group #creditunions #fraudprevention #riskmanagement

18

Our Managing Vendor Issues and Challenges at Your Credit Union webinar is available on demand! Yesterday, we discussed the importance of having a vendor issue management process and tips for resolving challenges. Watch today: https://hubs.ly/Q02Y3xVS0 #vendormanagement #creditunion #issuemanagement

3

"In today’s digital age, a strong marketing presence is essential to attract new members and retain your existing base. So, what’s the solution? Many credit unions [and banks] turn to hiring a dedicated marketing professional. However, bringing someone on board full-time can be a significant financial commitment." #ownersrepresentative #financialinstitution #bank #bankdesign #creditunion #credituniondesign #structurefirst

2

We know that #communitybanks and #creditunions are always looking for effective ways to get the most out of their financial products to boost primacy, organic growth, differentiate from competitors, as well as fend off the megabanks and big regionals. In our new, free webinar, Dave DeFazio will talk about how building value-added, subscription-based product line-up can accomplish a lot of those goals, even in today's competitive world. #banks #banking #communitybanking #creditunions #checkingaccounts #SMBs https://lnkd.in/e5GrXiWG

11