Mary Schulz

Eager to kickstart your credit union's #GenAI journey? Get insights from Q2’s Corey Gross in this recent Credit Union Times article. 🔎 Learn how to implement GenAI for your success strategically. Check it out below. 👇 https://bit.ly/3AgUZOI

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🎥  Ready to see how a modern intranet can transform your credit union? Paige Marchand from Access Credit Union spills the tea on how ThoughtFarmer became their secret weapon for all things communication, boosting employee engagement, and driving connection. 🤩 From managing mergers ensuring alignment, to being the single source of truth making member service better, this is what an intranet should be. See how ThoughtFarmer helps banks and credit unions level up their employee and customer experience. 👇

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Will technology replace human expertise in creating superior #lending experiences, or will it enhance the human touch? Discover how innovative technology can fine-tune your #creditunion operations to hit all the right notes. Dive into our latest blog to explore insights on optimizing efficiency and driving growth.

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We're closing out B2B Payments 2024 on a high note with a live virtual conversation starring Corrie DeCamp, Chief Product Officer at Billtrust! This panel will explore the compelling reasons for automating AR processes, addressing the challenges and inefficiencies of manual AR, including high costs, errors, and delayed payments. It's not too late, register for free now! https://hubs.ly/Q02V_0Lq0

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Struggling with back-office bottlenecks? Don't let an outdated document management process hold your mortgage organization back! 📄⚙️ ⚠️ Read our blog post to uncover the top signs you're in need of a process upgrade: https://hubs.la/Q02w--9f0 #mortgage #documentmanagement

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In the latest episode of the 5 MoN Performance Matters Podcast series, Bob Mosher chats with Tom Liddell, Learning & Performance Design Manager at MidFirst Bank, about scaling proof of concepts in organizations. . Whether you're just starting your workflow learning journey or looking to enhance your current approach, this episode is packed with actionable takeaways! . Tune in now for an engaging discussion on continuous improvement, metrics, and making incremental progress. https://lnkd.in/eVDwKaz4 . #LearningAndDevelopment #ContinuousImprovement #PerformanceMatters #Leadership #WorkflowLearning #5MomentsofNeed #ScalingSuccess #5MoN #APPLYSynergies

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Banks can unlock the power of big data and cloud computing for compliance by overcoming challenges with strong data governance, specialized skills, and scalable projects. Read on to see how to stay compliant and efficient in a complex regulatory world.

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How can you leverage open standards like BPMN, DMN, and MISMO to create a streamlined compliant approach to mortgage lending? Watch a recording of Trisotech's latest webinar to get an overview of each standard and see how each can be leveraged when creating low-code loan applications here: https://ow.ly/CQhB50RwN5J #mortgagetech #mortgagelending

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Nice quick video by 11:FS on the challenges and opportunities facing credit unions. The ground credit unions occupy on the banking battlefield is under attack. With big banks approaching on one side and digital challengers on the other, the time for credit unions to act is now. Watch this: https://lnkd.in/eMEWVf8D At Backbase, we believe that credit unions have a very important role to play and can act from an area of strength with the trust they have from the local communities they serve and the members they have. By playing to these strengths, their purpose, tailored to their segments and enhanced with the right balance between human and digital - they can be highly successful. if you want to understand more, please see how we help Navy Federal Credit Union (the largest Credit Union in the world) achieve just this here: https://lnkd.in/etakqgnm

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Check out this #USNews article https://lnkd.in/gcZCwutf featuring a couple of my colleagues... As a small business owner, choosing the right bank or credit union can greatly impact your operational efficiency and growth. The right one will provide not only essential lending, credit cards, payments, and digital banking services but also valuable insights and support tailored to your specific needs. To discover important questions to ask and key factors to consider when selecting the right banking partner for your business, check out the full #USNews article https://lnkd.in/gcZCwutf #SmallBusiness #Banking #DigitalBanking #Entrepreneurship #BusinessGrowth

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Approach your digital banking implementation with confidence! In our upcoming webinar, digital banking leaders from Alkami, Nutmeg State Financial Credit Union and Mascoma Bank will share their top strategies for driving impactful and successful retail banking, and business banking implementations. Don’t miss the chance to hear from this panel of industry experts: https://lnkd.in/gHzmbuK8 #DigitalBanking #Webinar #BankingInnovation #Banks #CreditUnions

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It's day 2 of CUNA OME Council Conference and we've already spoken with so many credit unions on how our AI is transforming the banking experience. We're at booth #211 for another 2 days - so please come by, say hello to these friendly faces, and chat with us about our industry-leading, Generative AI solutions that are used by 100+ financial institutions. #VoiceAI #ChatAI #CreditUnions #FutureofBanking #CUs #AI #GenAI

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📞 Why Consumers Call: The Final Word & How Directlink Can Help Throughout this series, we’ve explored the various reasons consumers still reach out to their banks and credit unions, from questions about products and services to urgent requests for assistance. But here’s the key takeaway: while consumer calls are often inevitable, you can streamline, manage, and even reduce the volume of incoming calls with the right solutions. That’s where Directlink comes in. Our Conversational AI platform is designed to handle the bulk of these calls efficiently, providing instant responses, guiding customers through self-service options, and ensuring a seamless experience. Ready to see how Directlink can help you manage your incoming calls and improve customer satisfaction?   Learn More: https://www.directlink.ai Let’s make your customer service more efficient and less reliant on high call volumes. #ConversationalAI #CommunityBanks #CreditUnions #AI #CustomerExperience #MemberExperience #AIinBanking #Fintech #DigitalTransformation

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🆕 In the June edition of the 2024 Credit Union Innovation Readiness Index, a PYMNTS Intelligence and Velera collaboration, we examine how CUs can reap the benefits of digital innovation to gain members and reduce churn. ➡️ Read the article and download the report: https://bit.ly/3VnDJxZ #CreditUnions #DigitalInnovation #WeAreVelera

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Loyalty programs go beyond just discounts – they’re about building relationships and having your customers be brand ambassadors too. Discover the secrets to creating a successful customer loyalty program with insights from Clover. #Clover #Fiserv #SmallBusiness

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