David S. Manzer, Ph.D.

Is a full core transformation best for your bank?🤔 Find out when you read The Community Banker's Guide to Moving to a Modern Core System.💻 💡In this ebook, you'll learn about the benefits and challenges with a core transformation and read the best practices for preparing your bank for a successful conversion. 🎉 Not ready for a new core yet? That's ok! It doesn't hurt to explore your options and plan for the future. Click the link below to see what's inside this guide and download it now. ⬇️ https://hubs.li/Q02yjRK00 #CommunityBanking #CoreBanking #CoreModernization 🌟🏦📈

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Kitchen table issues remain front and center for many customers and members at #communitybanks and #creditunions. Offering a checking product that delivers real value to them is the kind of brand reinforcement community FIs can't buy. Delivering not just value in a product but value across customers/members' lives is why BaZing has been boosting primacy, organic growth, and noninterest income to hundreds of community FIs that have joined us. What's more, as banking continues to become more competitive, BaZing helps community FIs differentiate from the competition. #banks #banking #communitybanks #creditunions #checkingproducts #primacy

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As compliance and regulatory standards evolve, maintaining efficient regulatory procedures can become increasingly challenging for banks and regulated institutions. Embedded lease and loan solutions like QuickFi can help banks standardize operational processes ensuring efficient, fully compliant execution. 

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Back in 2019 1st Advantage Federal Credit Union was facing a dilemma many #FinancialInstitutions are facing today - the need to #Upgrade their #ATMFleet. Rather than #SpendCapital on new #ATMs, they turned to ATM USA LLC and #ATMOutsourcing. #SaveMoney #EliminateCompliance #StopUpgradingATMs #ATMManagement #ATMServices #ATMAsAService #OffPremiseATMs #BankAtWork #Bank #CreditUnion #Cash #ATMUSA

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Ever wondered how credit unions operate? Curtis Lowe, Director of Supervision & Regulation, explains their unique structure and benefits in this clip. Dive deeper by watching the full video on YouTube: https://lnkd.in/eieN5-n7 #CreditUnions #FinancialEducation #FSCBarbados

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We've been helping #communitybanks and #creditunions of all sizes create the kind of checking accounts that deliver the kind of experience that customers/members want from modern community FIs. In GNO Federal Credit Union's case, they were looking to differentiate their brand in a very competitive market. We helped deliver that with BaZing and have helped boost their primacy as well as deliver organic growth and drive noninterest income. Here's the story in their words. #banks #banking #communitybanking https://lnkd.in/dXfNnzUq

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Come out to the HMG strategy 2024 C-Level Tech Leadership Summit where I’ll be moderating the 11:00 session on Cutting-Edge Technologies and Partnerships. #HMGStrategy

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Catch this Thursday's joint webinar with AFS and OrboGraph for the latest fraud trends, valuable insight, and practical solutions for fraud prevention! #Fraud #CheckFraud #TrueChecks

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BankersLab® conducted a simulation exercise today at the New Scoring Strategies: The Power of Score Layering and Trended Data Analytics session. Can you beat the top teams? Stop by the Innovation Center to try! #FICOWorld24

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🗓️ Save the date for COCC's Annual Client Conference! Join us to revolutionize your operations with our integrated platforms. Our experts will answer questions and showcase the benefits of our powerful solution. Reserve your spot in our booth to discuss your specific needs. See you there! https://ow.ly/11Rn50RXQiH #ComplianceSolutions #COCCClientConference #FinancialInstitutions #IntegratedPlatforms #StreamlineOperations #ImproveWorkflows

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The stage is set for the first panel of CU Accelerate 2024 featuring our member CEOs from Central One Federal Credit Union, Dover Federal Credit Union, and Merrimack Valley Credit Union! See you at 2pm for a discussion focusing on navigating today's challenges and preparing for tomorrow's opportunities. #ACCELERATE24 #coopdifference

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Providing the right solutions can create stronger, more engaging connections with the members of your financial institution. Learn more about the Marstone platform to see how we support banks and credit unions in strengthening member engagement.

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🔍 Cracking the Code: Indirect Member Conversion in Credit Unions and Community Banks 🔍 For years, the industry has wrestled with the challenge of converting indirect members into primary banking relationships. But what if we’re framing success all wrong? 🤔 Consider This: Instead of fixating on gaining an indirect member's primary banking relationship, why not focus on the reasons they came to you in the first place and identify their immediate needs? One undeniable truth about owning a car is the need to purchase gas. So, why not leverage this opportunity to promote the benefits of your credit card at the time of vehicle financing? 🚀 Reframe Success: Let's shift our metric of success from PFI (Primary Financial Institution) to wallet share. By doing so, we position ourselves as a viable option when these members consider switching their banking relationships in the future. At Strum Platform, we specialize in data-driven marketing strategies that help credit unions and community banks unlock the potential within their existing member base. Let’s redefine success together and transform frustration into opportunity. #DataDrivenMarketing #CreditUnionStrategy #CommunityBanking #MemberEngagement #WalletShare

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The first of 2024. Do you have customers in PA, NY and NJ that were banking there? There are unforeseen circumstances that can impact a client's ability to pay their invoices and they may or may not be predictable by past payment history. This sort of incident is considered when we take a holistic approach to financial risk management in AR.

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