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Running a Holiday Skip-a-Pay Promotion Without Swamping Your Staff

Running a Holiday Skip-a-Pay Promotion Without Swamping Your Staff

by Devon Wilson | Oct 20, 2026 | Credit Union Solutions, Skip A Pay

A holiday skip-a-pay promotion lets members defer one loan payment during the busiest spending months, often for a fee, usually with the loan’s term extended. Members appreciate it. Staff often dread it, because requests arrive by email, fax, and paper, and each one...
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...
What to Expect From Your Annual Workflow Review

What to Expect From Your Annual Workflow Review

by Devon Wilson | Sep 3, 2026 | Credit Union Solutions, Online Account Opening, Web Loan Applications

A workflow can be working exactly as it was designed and still be ready for improvement.Credit union operations change throughout the year. Member expectations shift. Staff develop new habits around the tools they use every day. New products, policies, vendors, and...
Reducing Manual Workload with Rules-Based Automation

Reducing Manual Workload with Rules-Based Automation

by Devon Wilson | Feb 12, 2026 | Credit Union Solutions, Web Loan Applications

Credit union teams are being asked to do more every year. They support member growth, protect data, meet compliance requirements, and deliver faster service, often without expanding headcount. In many institutions, the real constraint is not effort. It is the volume...
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Recent Posts

  • Vendor Due Diligence: Security Questions to Ask Before Core Access
  • Running a Holiday Skip-a-Pay Promotion Without Swamping Your Staff
  • Heading to Jack Henry Connect? Symitar Integration Questions to Ask
  • Technology Consolidation During a Credit Union Merger
  • Preparing for a Core Conversion: Reducing Migration Risk

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