Anybody can come into your credit union and say anything. That’s a fact. This is especially true of most sales people. Their end goal is to get a sale for the company and usually, the salesperson is rewarded for their efforts. It is important to be vigilant in this regard. Ask the following few que
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The Cost of Doing Business with Others


From https://www.linkedin.com 1522 days ago
The Cost of Doing Business with Others


From https://www.linkedin.com 1523 days ago
A paradox exists in the credit union industry. Credit unions spend incredible amounts of time and marketing dollars on switch kits for new members. Hours are spent thinking about signage, the new member experience, and implementation. Credit unions think about these things a lot before executing be
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Carne Asada and Forms: Why Quality Matters for Both


From https://www.oaktreebiz.com 1524 days ago
What are forms? A definition of a form is “a printed document with blank spaces for information to be inserted.” A form, in other words, is a document. Again, another vague definition. But, without documents, credit unions would have no way of knowing the necessary information required to sign up a
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Humanitarian Highlight 3/21: Get Inspired


From https://www.oaktreebiz.com 1528 days ago
Hello everyone and welcome back to another #HumanitarianHighlight! What better way to spend a Thursday, than to get inspired from the CUs mentioned below?!
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Credit Union Lending Luck


From https://www.linkedin.com 1530 days ago
Check out this past months credit union blogs! Disclosures: Explore Credit Card Disclosures, Compliance Support: Changing Rates Need Proper Disclosures , CU Leadership Tips: Two Cents for Credit Union Leaders, Membership: Which Came First: The Loan or the Member?
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Credit Union Marketing Corner: Traditional vs. Digital


From https://www.oaktreebiz.com 1531 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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Humanitarian Highlight 3/14: Going the Extra Mile


From https://www.oaktreebiz.com 1535 days ago
Welcome back to another #HumanitarianHighlight!! We have a special HH this week due to all the CUs who truly went out of their way to help their #community.
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Credit Union Lending Documents and Core Processors Options


From https://www.linkedin.com 1536 days ago
Are you considering a data processor switch? If so, there are several things to consider in order to ensure the process goes smoothly. Following these steps will make the transition efficient and minimize any headaches.
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Credit Union Lending Documents and Data Processors


From https://www.linkedin.com 1537 days ago
Are you considering a data processor switch? If so, there are several things to consider in order to ensure the process goes smoothly. Following these steps will make the transition efficient and minimize any headaches.
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Forms by Any Other Name


From https://www.oaktreebiz.com 1538 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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