Sean Daly

💡 FAQ: Who are the ISOs? Independent Sales Organizations (ISOs) are key players in the world of credit card processing for small businesses. They connect Transaction Acquiring Banks and Transaction Processors to negotiate the best rates. While ISOs can choose their partners, they must follow specific rules, including avoiding "High Risk" industries like travel and towing due to high chargeback rates. Learn more on our blog, "Explaining Merchant Processing and the Statement Fees," at: https://lnkd.in/eE7xtfTW

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Macro Global's blog on FSCS reporting: Discover how credit unions can overcome regulatory, technical, and operational challenges that thrive in today's competitive financial environment, ensuring prosperity. https://lnkd.in/gKZ4ch2S #FSCS #SCV #FSCSreporting #CreditUnions #RegTech #RegulatoryCompliance #regulatoryrequirements #macroglobaluk #SCVAlliance #SCVForza

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DCG’s deposit forecast indicates that the industry is still not back to “normal” regarding expectations for deposit cost relief and balance growth in 2025. Andrew Mitchell shares more on the path forward: https://hubs.ly/Q02X8Q9x0 #bankingindustry #creditunions #deposits

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Uncover inefficiencies and enhance operations with a Business Opportunity Assessment before deciding on new implementations. Watch highlights from the video as we discuss the challenges and opportunities financial institutions face when considering system optimization versus replacement. https://hubs.li/Q02VWkcn0

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Discover how the CFPB's Section 1033 rule is reshaping bank reconciliation and enhancing banking ERP interfaces! Check out our latest blog on unlocking efficiency in financial processes. #BankReconciliation #ERP #FinTech #Automation #Yardi #MRIsoftware https://lnkd.in/gYzM2ZEG

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Boards play a critical role in ensuring their credit union meets compliance responsibilities. #YPRClient offers insights into this amid an ever-changing regulatory environment in the June issue of CUES' CU Management. Read it here! https://hubs.la/Q02zrbCW0 #compliance #regtech #boardsofdirectors #creditunion #fintech #YPR

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New Blog Post: For banks and credit unions, the annual budgeting process is necessary but stressful. Read our latest blog for steps on how to reduce that stress with early preparation and planning - set yourself up for success. Thank you Martin Webster for sharing your insights! https://lnkd.in/g-afTXJf

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Marketing communications policies in the #wealthindustry provide an outline or blueprint that guides all elements of communication within an organization. Here are some ways to avoid #FINRA fines in the latest Digital Wealth News #Martech Minutes https://lnkd.in/gX_Frv49

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Latest Finopotamus News: Ncontracts Senior Leaders Publish Book on FI Compliance Best Practices; Offer Tips for 2025 Stephanie Lyon Michael Berman Kelly Pike #fintech #creditunions #compliance #fintechbooks #fintechauthors #digitalbanking #doddfrank #peoplehelpingpeople

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Member expectations are soaring, yet many credit unions struggle to keep up. A Salesforce report shows 76% of consumers expect consistent interactions, but only 29% of financial institutions deliver. Zendesk and Creatio are helping credit unions bridge this gap, offering seamless, personalized services that boost loyalty and efficiency. With Gans Subramanian joining the International Credit Union Contact Center Conference, we’ll dive into how these solutions can help credit unions meet growing member expectations and create a lasting impact. Read our blog to know more. #BlogPosting #FinancialServices #CustomerExperience #CreditUnions #AI #CRM #BTRNSFRMD

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For the final session of the virtual Small Credit Union Workshop, Andi Crockett, Vizo Financial's product manager, is discussing how to automate ACH processing and the benefits to your credit union to help relieve operational staffing issues now and into the future should there be more ACH processing timeframes. #ACHOriginations #ACHforBusiness #InstantPayments #VizoFinancialEvents #VizoSCW24

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Boards play a critical role in ensuring their credit union meets compliance responsibilities. #YPRClient offers insights into this amid an ever-changing regulatory environment in the June issue of CUES' CU Management. Read it here! https://hubs.la/Q02FV4pw0 #compliance #regtech #boardsofdirectors #creditunion #fintech #YPR

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Are you struggling with the challenges of managing a DB plan? From funding volatility and increasing longevity to regulatory pressures and economic uncertainty, the hurdles can be daunting. Learn how Market Return Cash Balance plans provide effective solutions. https://hubs.la/Q02zSW5Y0

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