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Technology Consolidation During a Credit Union Merger

Technology Consolidation During a Credit Union Merger

by Devon Wilson | Sep 28, 2026 | Credit Union Solutions, Leadership

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: two sets of applications, contracts,...
Preparing for a Core Conversion: Reducing Migration Risk

Preparing for a Core Conversion: Reducing Migration Risk

by Devon Wilson | Sep 13, 2026 | Credit Union Solutions, Leadership

A core conversion changes far more than the system that stores member and account data. It changes how employees find information, how digital applications create records, how payments post, how documents are indexed, how reports are produced, and how dozens of...
The key to Union Member Surveys

The key to Union Member Surveys

by Devon Wilson | Oct 27, 2025 | Community Outreach for CUs, Credit Union Solutions

Credit unions thrive on strong member relationships and one of the best ways to strengthen those relationships is to listen. Member surveys provide valuable insights into satisfaction, service quality, and emerging needs. When paired with automation and system...
How to Cross-Sell and Upsell Your Credit Union Services

How to Cross-Sell and Upsell Your Credit Union Services

by Devon Wilson | Oct 27, 2025 | Community Outreach for CUs, Credit Union Solutions

Member relationships are the foundation of every credit union. But while many focus on bringing in new members, the real growth often lies in serving your existing ones more effectively. By using integration and automation tools, credit unions can uncover member...
Simplifying Compliance: How Credit Unions Can Streamline CDD and KYC

Simplifying Compliance: How Credit Unions Can Streamline CDD and KYC

by Devon Wilson | Sep 24, 2025 | Community Outreach for CUs, Credit Union Solutions

Compliance has never been optional for credit unions. Regulations around Customer Due Diligence (CDD) and Know Your Customer (KYC) are essential for preventing fraud, money laundering, and other financial crimes. But while these processes protect both institutions and...
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Recent Posts

  • Technology Consolidation During a Credit Union Merger
  • Preparing for a Core Conversion: Reducing Migration Risk
  • Layered Fraud Prevention in Digital Account Opening
  • What to Expect From Your Annual Workflow Review
  • Secure and Convenient: How an Integrated Loan Payment Solution Supports Members

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