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eBook
5 Ways to Leverage AI for Better Training
Monday, December 9, 2024 LemonadeLXP Inc Embracing AI for training and knowledge management is no longer a luxury. As customer expectations rise and regulations become more stringent, FIs must harness the power of AI to stay competitive in today’s fast-paced financial landscape.
Guide
Data Made Simple: A Credit Union's Guide to Strategic Data Management
Wednesday, September 25, 2024 Lodestar Discover how the right data warehouse can elevate your credit union's member experience, optimize operations, and fuel long-term success.
White Paper
How to Maximize Your Core Conversion Success
Monday, July 8, 2024 Lodestar Learn how integrating a data warehouse into your core conversion strategy can pave the way for enhanced efficiency and long-term success.
Guide
A Common Sense Approach to Data Governance
Friday, March 8, 2024 Lodestar Often, financial institutions struggle to establish an effective data governance strategy because there is so much ambiguity around this topic. Lodestar is here to solve that.
eBook
Supercharge Member Growth with These 5 CRM Secrets
Thursday, September 21, 2023 Solutions Metrix Drive member engagement and increase operational efficiencies in your institution by unleashing CRM’s potential - but first, dive into expert strategies that ensure implementation success with this complimentary eBook!
Guide
3 Things Every Leader Should Do Today
Tuesday, August 29, 2023 FI Strategies Being a highly effective leader is a learned skill. Therefore, every leader must consistently hone their skills and establish a regimented process. This report shares three skills and processes every aspiring great leader should begin developing today.
Guide
How to Turn Managers into Coaches and Leaders
Wednesday, August 23, 2023 FI Strategies For many people in managerial roles, they have received very little, if any, training on how to be a coach and leader. A highly successful transition from “manager” to “coach” requires three key components. Download this free guide to learn more.
Guide
Four Must-Haves for a Highly Motivated Culture
Monday, July 31, 2023 FI Strategies There are many ways you can try to create an optimally effective culture, but following these four proven steps will position your culture as a real differentiator for attracting, motivating, and retaining employees. Download your 4-step guide now.
Guide
Four Bookstore Strategies Your Financial Institution Should Adopt
Monday, July 17, 2023 FI Strategies Selling books is certainly a different world than retail banking but there are many lessons banks and credit unions can learn from what Barnes & Noble (B&N) has done. Here are four strategies you should adopt at your organization.
Guide
How Conversational IVR is Revolutionizing the Modern Contact Center
Monday, May 15, 2023 Boost.ai In this guide, we explore how Financial Institutions can leverage cutting-edge conversational AI-powered voice bots to empower self-service and reduce wait times, creating a positive and lasting brand impression with their customers.
Research / Report
Critical Components of a Thriving Branch Culture
Monday, May 1, 2023 FI Strategies Download this report which explores how to enhance your cultural components and better satisfy the needs of your customers and employees.
White Paper
Think Beyond Credit Score: How Credit Unions Can Grow and Engage Members
Thursday, September 22, 2022 Elan Credit Card As generational desires for credit card services shift, take a new look at your credit union's digital capabilities and card member qualifications.