Do you know what makes the Christmas holiday so special? It allows for all to come together to help out those in need. Our #HumanitarianHighlight today is a bit longer because there is just so much that has happened within the credit union industry.
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Oaktreebiz submitted the following stories to BizSugar
Humanitarian Highlight 12/19: Ring-a-Ding-Ding - Oak Tree Business Systems, Inc.
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From https://www.oaktreebiz.com 1681 days ago
Credit Union Forms by Any Other Name
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From https://www.linkedin.com 1683 days ago
When running a business, the last thing anyone wants is a setback. Minimizing this risk is key, and can be taken care of with the right training, leadership, and compliance. Sometimes it is not all that simple though, as not all problems derive from within the business, or in your case, credit unio
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Compliant Says As Compliant Does
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From https://www.oaktreebiz.com 1684 days ago
Working in a credit union, accidents on forms could happen quite regularly and can be overlooked in some matters. Being able to recognize, catch, and prioritize how it can be fixed will create a path to a successful outcome.
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Humanitarian Highlight 12/12: Courage for the Present - Oak Tree Business Systems, Inc.
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From https://www.oaktreebiz.com 1688 days ago
Happy #HumanitarianHighlight, everyone!! We hope you all have had a great week so far. The greatest thing about a post like these are highlighting the extraordinary efforts many credit unions partake in. Whether it is donating money, planting trees, or volunteering, being able to show the world tha
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Forms Integration and Credit Union Mergers: What You Need to Know
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From https://www.linkedin.com 1690 days ago
In an article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc. exemplifies the true fundamentals of form integrations and credit union mergers. Ever wonder what the key is to survive the credit union industry or what to do when any document changes occur?
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Mortgage Lending Issue: First Time Home Buyers Tips
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From https://www.oaktreebiz.com 1691 days ago
In a recent Credit Union Times article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., talks about the growth in first time home buyers, and why the industry is struggling for it. Here is a snippet from the article
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Credit Union Marketing Corner: Credit Union Event Planning
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From https://www.linkedin.com 1695 days ago
Bringing your community together is an important part of serving your members with different opportunities to further their financial futures. A very popular way to do this is by putting on an event like your annual meeting, financial literacy classes and programs, reality fairs, branch-openings, a
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Prepare for Holiday Shopping Season
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From https://www.linkedin.com 1697 days ago
As the weather cools down, members get ready for cold-weather activities. From snowboarding and skiing to hockey, to running, to camping, or whatever... there can be a loan for it. Check out Oak Tree’s compliant consumer lending packages on our website.
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CUES feat. Improve Your Members’ Experience Strategies
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From https://www.oaktreebiz.com 1698 days ago
In a recent CUES Leadership Column, Improve Your Members’ Experience with Simple and Cost-Effective Strategies, Oak Tree`s CEO talks about the consistent efforts to meet and exceed consumer expectations through process improvement and simple acts of kindness lead to loyalty and growth. Here is an e
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Humanitarian Highlight 11/28: Gratitude - Oak Tree Business Systems, Inc.
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From https://www.oaktreebiz.com 1703 days ago
Happy Thanksgiving everyone!! On this week's #HumanitarianHighlight, we selected a few credit unions who have all done different acts of kindness within their community. Check it out and let us know what you think!
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