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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.
Guide
The 7 Essential Features of a Cutting-Edge Deposit Opening Software
Thursday, April 11, 2024 Credit Snap Let's dive into the essential features that make a deposit account opening platform stand out.
Guide
Is it Time to Replace Your Teller Cash Recyclers?
Wednesday, April 10, 2024 Kinective If your team is starting to have conversations about your TCR (teller cash recycler) replacement strategy... stop where you're at. This workbook will take you through the right questions to ask, and metrics to pay attention to, to save money and maximize budget.
Guide
The Anti-Manual Manual: The Banker's Guide to Automation Intelligence
Wednesday, April 3, 2024 Kinective If you're reading this, you've probably felt personally affected by laborious, cost-prohibitive processes. Whether in your own branch and digital workflows or seeing the impact on your client experience, manually completing tasks can have a costly impact on every point of the client experience.
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.
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.
Guide
5 Essential Trends to Unlocking The Future of Conversational AI
Wednesday, May 3, 2023 Boost.ai Artificial intelligence is having an outsized impact on customer service and redefining how financial institutions interact with their consumers. An increasingly digital world requires digital solutions to streamline customer service, sales, and support.
Guide
Financial Institutions And Member Loyalty: The Value Of Investing In Your Community
Friday, September 9, 2022 Elan Credit Card Learn how charitable giving can have a positive - or negative- impact on your credit union’s growth.