Blog
Stay up-to-date with the latest developments in credit unions and how they can impact your financial future.
Vendor Due Diligence: Security Questions to Ask Before Core Access
Before any vendor connects to your core, get clear answers on access, data handling, incident notice, continuity, and exit. Use these security questions and a starter questionnaire for your next review.
Running a Holiday Skip-a-Pay Promotion Without Swamping Your Staff
A holiday skip-a-pay promotion can swamp lending and member service teams. Write eligibility rules a system can check, show members the terms up front, and let approved requests post to the core.
Heading to Jack Henry Connect? Symitar Integration Questions to Ask
Symitar credit unions will hear a lot of vendor pitches at Jack Henry Connect 2026. These 12 questions on real-time posting, member experience, fraud checks, and support help you build a short list worth a demo.
Technology Consolidation During a Credit Union Merger
A credit union merger may be approved on paper long before the technology feels like one institution. Behind the member notices, new signage, and organizational changes are two operating environments that were built independently.
Preparing for a Core Conversion: Reducing Migration Risk
A core conversion changes how data moves, how workflows run, and how staff work every day. Lower migration risk comes from the months before go-live: clean data, mapped dependencies, layered testing, and a rehearsed cutover.
Layered Fraud Prevention in Digital Account Opening
Digital account opening is convenient for members and attractive to fraudsters. Layering eligibility checks, identity verification, data validation, and risk signals adds friction for fraud while legitimate applicants move quickly.
What to Expect From Your Annual Workflow Review
A workflow can run exactly as designed and still be ready for improvement. IMSI’s complimentary annual workflow review uses real usage data and staff input to find friction and prioritize the changes that matter most.
Secure and Convenient: How an Integrated Loan Payment Solution Supports Members
Delinquency is often a payment experience problem before it becomes a credit problem. A loan payment channel that’s secure, mobile, and fully integrated with the core removes the friction that turns intent to pay into a missed payment.
Giving Members 24/7 Loan Access: The Case for a Fully Integrated Web Loan Application
Loans are a primary revenue stream, and members apply on their own schedule. A web loan application that connects directly to KeyStone and uses the existing LOS delivers real-time decisions around the clock, without adding staff review time.
Keeping Applications Moving: How Workbox Messaging Center Supports Secure Staff-Member Communication
An application submitted is not an application completed. Most stall in the follow-up phase, where staff need one more document and the exchange happens over email. Workbox Messaging Center keeps that conversation secure and inside the workflow.