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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...
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...
Promoting Financial Wellness with Courtesy Pay

Promoting Financial Wellness with Courtesy Pay

by Devon Wilson | Nov 5, 2024 | Credit Union Solutions, Member Service Representatives

  Promoting financial wellness is a critical goal for credit unions, as it helps members build a strong foundation for long-term financial success. IMS Integration’s Courtesy Pay+ solution, which simplifies the overdraft protection enrollment process, can...
ESG Initiatives: How IMSI Digital Solutions Support Sustainable Credit Union Practices

ESG Initiatives: How IMSI Digital Solutions Support Sustainable Credit Union Practices

by Devon Wilson | Oct 22, 2024 | Community Outreach for CUs, Marketing, Member Service Representatives, Online Account Opening

In an era of heightened environmental awareness and social responsibility, credit unions are increasingly focusing on Environmental, Social, and Governance (ESG) initiatives. As member-owned cooperatives, credit unions are uniquely positioned to drive positive change...
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Recent Posts

  • Balancing Automation and Human Touch: Enhancing Member Experience with Courtesy Pay
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  • The Psychology of Digital Banking: How Online Account Opening Impacts Member Trust
  • The Environmental Impact of Digital Statements: Make-A-Statement’s Role in Sustainability
  • Bridging the Digital Divide: Adapting Online Services for Older Credit Union Members

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