Due diligence is the number one most important step any C-level executive has to complete in order to move forward with an agreement or contract with a third-party vendor.
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Due Diligence Steps for Cloud Storage and Data Processor Storage
Posted by oaktreebiz under TechnologyFrom https://www.oaktreebiz.com 2041 days ago
Due diligence is the number one most important step any C-level executive has to complete in order to move forward with an agreement or contract.
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Humanitarian Highlight 4/18: Generosity
Posted by oaktreebiz under FinanceFrom https://www.oaktreebiz.com 2045 days ago
It's finally that time of the week, #HumanitarianHighlight day! It truly is an inspiration to see and witness CU efforts in wanting to uplift the community.
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Mid-size Credit Unions
Posted by oaktreebiz under ManagementFrom https://www.linkedin.com 2047 days ago
The Wisconsin Credit Union League hosted a CEO Roundtable last August. Designed to foster networking and share knowledge, the event allows CEOs to meet face to face with other mid-sized Wisconsin credit union CEOs. These events can be a real source of strength for midsized credit unions.
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Forms Integration and Credit Union Mergers
Posted by oaktreebiz under FinanceFrom https://ceoadvisory.com 2048 days ago
Maybe water cooler talk has you curious. All it takes is one whisper of the word “merger” for the rumor mill to crank up. And while mergers are not bad in and of themselves, they are disruptors. Credit union staff and members may be a bit uneasy during the transition.
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Humanitarian Highlight 4/11: Kindhearted
Posted by oaktreebiz under FinanceFrom https://www.oaktreebiz.com 2052 days ago
This week's #HumanitarianHighlight is a special one and we are so excited to give these incredible credit unions a shout.
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Credit Union Marketing Corner: Dealing with Bad Reviews for SEO
Posted by oaktreebiz under MarketingFrom https://www.oaktreebiz.com 2055 days ago
The classic saying, “Any press is good press” continues to become more and more false with the reliance on online reviews to influence patrons. With the emergence of more and more review sites, blogs, comment sections, etc., it is impossible to ignore online opinion when considering SEO and potenti
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Humanitarian Highlight 4/4: It's Your Turn
Posted by oaktreebiz under FinanceFrom https://www.oaktreebiz.com 2059 days ago
It's time for another #HumanitarianHighlight!! Need some inspiration to help end the week? Check out our blog!
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Credit Union Lending Luck
Posted by oaktreebiz under FinanceFrom https://www.linkedin.com 2060 days ago
With a constant influx of varying data, outlining effective marketing strategies can confuse even the most experienced marketer in which way to sway. Is direct mail worth it? Isn’t digital marketing the way to go as the years progress?
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Disclosure Pitfalls
Posted by oaktreebiz under ManagementFrom https://www.oaktreebiz.com 2062 days ago
Disclosure regulations do change every so often, so credit unions must make sure that their small print is up to date. Making sure to follow along with which disclosure forms go with which account or making sure that all your staff is aware about the updates is imperative to the company. Mind that
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