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We can help you with adapting to these uncertain times. Are you looking for ways to strengthen revenue, reduce expenses, or improve service delivery? A fresh look at your overdraft strategy or a review of your vendor service contracts could be solutions to helping you keep your profitability and performance on-track and provide more value to account holders.  

 

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Resources

Check out the latest insight from our team to help you achieve measurable results!

Keep your regulatory guard up
Keep your regulatory guard up

At the end of a year filled with more challenges than anyone could have imagined when it began, banks and credit unions anticipate how COVID-19 will continue to impact operations, performance and safe service delivery. But it will also be wise to remain vigilant in providing a transparent overdraft service, compliant practices and clear, consistent messaging for account holders who are struggling to make ends meet, in order to avoid potential compliance and legal scrutiny in 2021.

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Plan for 2021 with Confidence
Plan for 2021 with Confidence
Proven overdraft solution and cost-saving strategies can provide income to fund service initiatives

A year ago, as banks and credit unions began the annual review of strategic planning initiatives, expectations for 2020 were high. But the impact of COVID-19 created a series of unprecedented circumstances that have altered the way financial institutions provide service and challenged the ability of many to pay for new initiatives and the technology that consumers have come to expect. Learn how a fully disclosed overdraft program and renegotiating your vendor contracts can help you recover lost revenue and prepare for the opportunities that a New Year will bring.

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No-Tricks Overdraft Strategy
No-Tricks Overdraft Strategy
Five ways to treat your account holders with financial peace of mind

Living through financial uncertainties can be scary for consumers who don’t have a safety net to rely on to help them pay their bills and care for their families. Learn how to calm your account holders’ fears by treating them to a transparent overdraft solution with fully disclosed service and no tricks. 

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COVID-19 Best Practices for Overdraft Services
COVID-19 Best Practices for Overdraft Services
Sharpen your focus to maintain compliance amid pandemic distractions

To remain agile and contend with the current environment learn more about maintaining compliance amid the current pandemic. Based on reviewing project data for clients over the past several months JMFA’s CEO, John Cohron, shares advice on how to improve performance and prepare for the post-pandemic recovery, as well as how to maintain compliance peace of mind, provide valuable, communicated services to your account holders, and much more.

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COVID-19 Impact & Trends Update on Overdraft Services
Overdraft Services Trends Update: The impact of COVID-19 and how to plan for recovery

Learn about how the pandemic has affected revenue and overall performance for community banks and credit unions over the past several months. Plus, you’ll also gain some perspectives for addressing updates and compliance considerations for your overdraft program.

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Survival Tips, Part 2: How to Leverage the Right Tools for Compliance Peace of Mind
Survival Tips, Part 2: How to Leverage the Right Tools for Compliance Peace of Mind
Regulatory certainty and proper management strengthen overdraft program success
In uncertain times, providing financial security for account holders, while maintaining a strong bottom line are critical components of a successful business strategy. But it’s also imperative not to overlook essential regulatory requirements and best practice expectations of the services you provide. Learn how to leverage the right tools and expert support to achieve optimal results and compliance peace of mind when it comes to maintaining a successful overdraft strategy in Part 2 of our Survival Tips series. Read more
Contactless Payments: The New Normal and How to Offset the Costs
Contactless Payments: The New Normal and How to Offset the Costs

Contactless payment cards and digital services used to be a luxury but now they are must-haves to keep up with consumer preferences. Find out what contactless payment cards are all about, the benefits, and the reasons why you should issue them ASAP. You would be surprised that it takes little work on your part to offset the costs of issuing contactless cards. With savings from contract negotiations, the additional dollars could help create stronger value with upgrades like contactless payment cards and improve your bottom line. 

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Survival Tips, Part 1: How to Achieve Optimal Results, Pandemic or Not
Survival Tips, Part 1: How to Achieve Optimal Results, Pandemic or Not
Ensure your overdraft solution contributes to service improvements and future growth

As financial institutions continue to address the myriad challenges the pandemic has created for maintaining effective operations, meeting performance goals and account holder expectations still remains top of mind. Following are tips that will help your institution recover lost revenue and provide financial peace of mind for your account holders, when many need it most.

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Expense Reduction Leads to Silver-Lining Results
Expense Reduction Leads to Silver-Lining Results
Uncovering contract savings can mitigate economic impact of COVID-19 and improve services

Months after the onset of the Coronavirus pandemic, the added expenses needed to keep staff and consumers safe, and the economic impact of reduced earnings have created performance concerns for many financial institutions. Learn how a review of your existing service contracts can expose a silver lining to the situation by uncovering significant cost-savings, potential monetary incentives and improved vendor relations.  

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Three Ways to Improve Your Account Holders’ Overdraft Experience
Three Ways to Improve Your Account Holders’ Overdraft Experience

Great service experiences are like glue when it comes to creating brand loyalty—especially when it involves protecting someone’s financial security. Here are three ways to improve your overdraft solution that will restore your account holders’ peace of mind when they have a financial shortfall and create stronger, long-lasting relationships while safeguarding your institution’s compliance and protecting revenue.

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Mid-Year Reassessment Leads to Improved Outcomes
Mid-Year Reassessment Leads to Improved Outcomes
4 things you can do now to address the challenges of COVID-19

The first half of 2020 has been filled with a combination of economic, business and service delivery challenges like we’ve have never seen before. As we reach the mid-year point, here are a few steps your bank or credit union can take to fortify your bottom line, maintain compliance awareness and improve the service experience for account holders in order to face the changing environment with confidence.

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PODCAST:  Why training is a valuable tool to create a win for all
PODCAST: Why training is a valuable tool to create a win for all

Studies show training improves productivity, employee satisfaction, and motivation—all of which boosts staff retention. Training can be one of your best tools for enhancing growth and supporting measurable results. At this time, as we all deal with changes in the workplace environment, leveraging new training opportunities is one way to keep employees engaged and productive. You’ll enjoy hearing from JMFA’s lead trainers as he shares some refreshing perspectives!

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PODCAST: The Ins & Outs of Contract Negotiations to Maximize Savings
PODCAST: The Ins & Outs of Contract Negotiations to Maximize Savings

Our latest podcast covers ways to address immediate revenue needs by looking at savings opportunities within your vendor contracts. In this episode, you’ll learn useful tips on how to improve the bottom line without putting an extra strain on your internal resources.

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Are You Providing Enough Support to Your Compliance Officer?
Are You Providing Enough Support to Your Compliance Officer?
Compliance Corner

Now more than ever, your compliance officer may be struggling to keep up with the massive number of regulatory alerts and changes occurring across the industry. Learn how you can better support their efforts, supplement their expertise and protect against legal scrutiny.  

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Three Reasons You Have Leverage to Negotiate Vendor Contracts Right Now
Three Reasons You Have Leverage to Negotiate Vendor Contracts Right Now
Ask the Expert Series

Thinking your bank or credit union isn’t large enough to negotiate major savings on your vendor contracts—especially now with the COVID-19 crisis? Think again. Here are the truths about negotiating that you can’t afford to ignore.  

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