Amber McNamara

ICYMI: The latest PYMNTS Intelligence and Velera Playbook, “How Credit Union Innovation Can Drive Gen Z Engagement,” explores the disconnect between credit unions' innovation roadmaps and what Gen Z members want. ➡️ Download the report: https://bit.ly/455LBIW #CreditUnions #DigitalInnovation #GenZ

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Heads up, #CreditUnion #Audit & #Risk Professionals! Our Chief Service Officer, Darron Dunn, and Senior Director of Audit Services, Carrie Dudley Helmle, are headed to ACUARP's Annual Conference this month. You can catch us in Chicago at Booth #18 or join Carrie's breakout session on Internal Fraud Investigations on June 19 at 3:30 p.m. Hope to see you there! ASSOCIATION OF CREDIT UNION AUDIT AND RISK PROFESSIONALS (ACUARP) #InternalAudits #AuditManagement #RiskManagement

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There's still time to register for the 2024 Risk Management Seminar! Join your #CreditUnion peers in Columbus, Ohio, to learn about current risk management methodologies and implementation best practices. View the agenda now: https://bit.ly/45fYIXR

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At Midwest Bank, fraud prevention is one of our top priorities. That's why we offer businesses ACH Positive Pay to protect their finances and reduce the risk of fraud. Learn more about what ACH positive pay is at https://ow.ly/10rQ50Sjcoh #fraudprotection #businessbanking #yourcommunity #yourbank #midwestbank

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Venminder, a CUNA Strategic Services preferred solution, recently sat down with Barb Lowman, CUDE, CUNA Strategic Services, and Idrees Rafiq, Jr, Cornerstone Resources to discuss the relationships between #fintech, credit unions, and third-party risk management. Check out the full panel interview here: https://hubs.ly/Q02GpntM0 #creditunion #TPRM #vendormanagement

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Listen to the FULL PODCAST: https://ow.ly/snoA50SnmvT According to Scott P. Young, Senior Vice President, Emerging Services at Velera (formerly PSCU/Co-op Solutions), credit unions face three major challenges in the realm of digital account opening and credit card origination. The first is a lack of automation, combined with a lack of digitizing and communication. Many credit unions don’t fully grasp the operational efficiencies that can be gained and the human error that can be lessened through automation. And they don’t appreciate that even regulatory disclosures or adverse action notifications can be digitized and automated as well. #creditunions #automation #regulations #fraud #realtime

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LAFCU's Personal Finance Course Transforms Financial Futures Across Generations - Michigan credit union’s comprehensive course empowers participants to conquer debt, elevate credit scores https://bit.ly/3LhO7CQ

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Watch this interface.ai on-demand webinar and learn how Great Lakes Credit Union successfully implemented AI to elevate member experiences to new heights: https://hubs.li/Q02BzY9T0 #creditunion

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Credit Union email timeliness scheduling can be very complicated, but we can devise some simple rules for generality's sake. https://ow.ly/zIwH50Ss0of #creditunions #creditunion #creditunionlife #fintech #leadership #strategy #efficiency #solutions #branding #marketing

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When it comes to harnessing data, small community banks and credit unions often find themselves at a disadvantage. There's fragmented data, limited resources to dedicate, burdens of regulatory compliance, and often heavy learning curves to adopt new tools. Additionally, in the world of banking, they're often not prioritized over larger institutions. Sonder solves that. Read our whitepaper at https://sonderlabs.io/ and explore how your institution can transform challenges into opportunities with the power of data! #DataDrivenFinance #FinancialInnovation #CommunityBanking #CreditUnions

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A Year from Now You May Wish You Had Started Today Investing in HSA: Seizing Opportunities for a Healthier Future 💰 Double-digit Drop in PNC Financial Services' Q2 Earnings Projection 💰 As PNC Financial Services gears up to release its second-quarter earnings results later this month, market analysts are projecting a double-digit drop in earnings. The company, like many others, is feeling the impact of the ongoing economic uncertainties and global health crisis. However, amidst these challenges, there lies an opportunity that could make a significant difference in your financial future. 📊 Investing in HSA: A Wise Move for a Brighter Tomorrow 📈 HSA accounts have emerged as a powerful tool to manage healthcare costs while creating a long-term investment vehicle for individuals and families. By leveraging the advantages of tax-free contributions, potential investment growth, and tax-free withdrawals for qualified medical expenses, investors can secure a healthier financial future. ⚡️ Take Action Now to Avoid the Fear of Missing Out ⚡️ Don't let the fear of missing out (FOMO) hold you back from maximizing the potential of your HSA account. Act today to equip yourself with knowledge, strategies, and expert guidance to grow your HSA investments effectively. With the right investment planning, you can position yourself for significant returns while ensuring your healthcare needs are well taken care of. 📢 Start Investing in Your Health, Wealth, and Well-being Today! 📢 #HSA #Investing #Healthcare #Health #Family #Wellness 🤝 Contact our experienced Investment Advisors now and unlock the full potential of your HSA account! 🚀

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🔗: https://lnkd.in/eJHP65qh Employee turnover, PTO, holidays and weekends, overflow situations, and leaves of absence happen. Your credit union likely can’t spin up a new team member in a matter of days, but having Origence Lending Services in your pocket can support you in these unforeseen circumstances. Don’t wait until your members and your staff need us urgently. Learn more about how we help business continuity. #creditunion #lending #lendingoperations #businesscontinuity 

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To all #CDFI #CreditUnions Worried About Losing Certification: The CDFI Fund's revised CDFI Certification Application WILL NOT result in the loss of your certification, if you contact us now. CU Strategic Planning was at the forefront of advocacy to ensure the revision had the flexibility for credit unions to maintain CDFI Certification. Since then, CU Strategic Planning has been actively working with over 100 credit unions to ensure their recertification success. This includes creating advisory boards, community development mission statements, providing product design insights and defensible justification of product attributes. Most powerfully, with the depth of that expert consulting (not available through a technology company alone), we took a giant leap forward by merging two leading organizations to create a profound alliance with Callahan & Associates, Inc. the national leader in data analytics for credit unions. CU Strategic Planning is now a Callahan & Associates company leveraging the power of the most trusted data system in the movement. As THE credit union CDFI certification experts, we are and have been for the last 16 years working to ensure every credit union serving people of modest means can attain and retain its CDFI Certification. If you believe you are in jeopardy of losing your certification, come to the experts. No one has certified more credit unions as CDFIs than CU Strategic Planning. Learn more: https://lnkd.in/gbvdeYpe Schedule a call: https://lnkd.in/gr_FemEV

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🔈Attention CUNA Strategic Services members! We are excited to team up with CUNA Strategic Services and Dave Olsen from Cooperative Credit Union Association for a webinar panel about safeguarding your credit union's future. 🏦 Be sure to join us on July 24 to discuss emerging threats as well as what to do and how to act quickly when disaster strikes! #CreditUnions #Resilience #MakeRecoveryHappen #Webinar

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