As financial institutions continue to look for ways to be successful, economic and regulatory challenges – along with new technologies and service initiatives – can cause leadership to rethink how time and resources should be spent. Learn how providing a proven, reliable financial safety net can strengthen account holder relationships and have a positive impact on your institution’s long-term performance.

By: Charles Shanley, SPHR, CFS
Also featured on CU Insight

As Baby Boomers continue to retire and the improving economy increases the availability of new job opportunities, the odds of losing long-term leadership or highly-skilled personnel are on the rise. For institutions that don’t have internal bench strength or ready access to qualified candidates to fill important open positions, the future could be challenging. Learn how building and maintaining a cost-effective internal training strategy and well-thought out succession plan can infuse your institution with the talent you need to succeed.

By Kelly Flynn, National Sales Director

While many financial institutions remain focused on addressing the migration of their credit and debit cards to new EMV security standards, they shouldn’t overlook the potential savings and service improvements they could get from their current card brand and processing contracts. The EMV migration process is expected to continue into 2017, however your institution can get started right away to uncover lower costs, possible signing incentives, and better account holder services with a professional review  and renegotiation of your existing credit and debit card vendor agreements.

By J. Keith Hughey, Senior Consultant

Generating revenue and growth are essential for maintaining stability for all financial institutions. But oftentimes, marketing resources are focused on attracting new prospects instead of capturing additional business from current account holders – even though conventional wisdom asserts that it costs far more to gain new business than to grow an existing relationship. Learn four strategic steps you can take to capture a greater share of wallet from your existing account holders and increase their level of loyalty to your institution.