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Using Trial Balance+ to Streamline Credit Union Operations

Using Trial Balance+ to Streamline Credit Union Operations

by Devon Wilson | Jan 13, 2025 | Credit Union Solutions, Leadership, Member Service Representatives

  When credit union staff need to verify specific transactions or resolve member inquiries, searching through extensive trial balance reports can create significant operational bottlenecks. IMS Integration’s Trial Balance+ transforms this essential function...
Attract New Business Partnerships: Merchant Lending Portal

Attract New Business Partnerships: Merchant Lending Portal

by Devon Wilson | Dec 17, 2024 | Community Outreach for CUs, Credit Union Solutions, Merchant Lending Portal

  As a credit union, partnering with local merchants can be a powerful way to expand your lending portfolio and support the businesses in your community. IMS Integration’s Merchant Lending Portal provides a streamlined and efficient way to manage these...
Expand Credit Union Reach With Online Account Opening & Social Media

Expand Credit Union Reach With Online Account Opening & Social Media

by Devon Wilson | Dec 10, 2024 | Credit Union Solutions, Marketing, Member Service Representatives, Online Account Opening, Web Loan Applications

  Social media has become an essential tool for credit unions to connect with potential members and expand their reach. By integrating your online account opening process with social media platforms, you can tap into a vast audience and make it easier for...
Improving Loan Approval Processes with Web Loan Applications

Improving Loan Approval Processes with Web Loan Applications

by Devon Wilson | Dec 3, 2024 | Credit Union Solutions, Web Loan Applications

  In today’s fast-paced world, credit union members expect a seamless and efficient loan application process. Traditional loan approval processes, however, often involve lengthy paper applications, manual data entry, and extended wait times for decisions....
Boost Member Engagement with Targeted Marketing Using Make A Statement

Boost Member Engagement with Targeted Marketing Using Make A Statement

by Devon Wilson | Nov 19, 2024 | Credit Union Solutions, eNotices, Member Service Representatives

  In today’s competitive financial landscape, credit unions must find innovative ways to engage their members and build lasting relationships. IMS Integration’s Make A Statement solution not only streamlines statement management processes but also...
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Recent Posts

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  • Bridging the Digital Divide: Adapting Online Services for Older Credit Union Members

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