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Seamless Overdraft Protection: Simplify Member Experience with Online Courtesy Pay+

Seamless Overdraft Protection: Simplify Member Experience with Online Courtesy Pay+

by Devon Wilson | Aug 6, 2024 | Credit Union Solutions, Member Service Representatives

  Handling finances can sometimes lead to unexpected overdrafts, causing frustration and financial stress for credit union members. IMS Integration’s Online Courtesy Pay+ solution offers a straightforward, user-friendly approach to overdraft protection, providing...
Streamlining Financial Operations: The Power of Accessible Trial Balance Reports

Streamlining Financial Operations: The Power of Accessible Trial Balance Reports

by Devon Wilson | Jul 23, 2024 | Credit Union Solutions, Member Service Representatives

Accuracy and efficiency are the lifeblood of financial operations in any credit union. However, the traditional methods of generating and managing trial balance reports often feel like navigating a labyrinth of data — time-consuming, error-prone, and simply...
Optimizing Member Onboarding: The Critical First Steps to Member Satisfaction

Optimizing Member Onboarding: The Critical First Steps to Member Satisfaction

by Devon Wilson | Jul 9, 2024 | Credit Union Solutions, Online Account Opening

  The first impression you make on your new members can set the tone for a lasting relationship. Member onboarding is a crucial phase where credit unions can showcase their commitment to providing exceptional service. An optimized onboarding process not only...
Skip-A-Pay: The Member Retention Tool Your Credit Union Needs

Skip-A-Pay: The Member Retention Tool Your Credit Union Needs

by Devon Wilson | Jun 18, 2024 | Leadership, Marketing, Skip A Pay

In the fast-paced and ever-changing financial landscape, credit unions are constantly seeking innovative ways to attract and retain members. While competitive rates and diverse products are important, financial flexibility has emerged as a key differentiator for...
Safe Travels, Secure Finances: Travel Notification for Your Members

Safe Travels, Secure Finances: Travel Notification for Your Members

by Devon Wilson | Jun 4, 2024 | Leadership, Marketing, Member Service Representatives

In today’s interconnected world, travel has become a regular part of life for many. Whether it’s a weekend getaway or an international adventure, your credit union members are likely to embark on journeys that take them far from home. While travel opens up...
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Recent Posts

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  • The key to Union Member Surveys

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