Insights from The Lab

Credit Union Transformation

Category: Credit Union Transformation

Credit Union Executive 2023 Operations Improvement Playbook

A complete three-part guide for addressing the “perfect storm” of adverse market conditions confronting credit unions now—and preparing for a forever-changed, volatile future The credit union industry is reeling amid an onslaught of challenges that include: Constant market shocks Generational turnover with a transient workforce as replacements Ever-increasing core system capability constraints and cost Members …

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How to Automate Reconciliations in the Credit Union Industry with Robotic Process Automation

Most workers in the business world believe that reconciliations are a routine task that only accountants deal with as part of their jobs. However, in the credit union industry, financial and operational reconciliations are a way of life for operations staff throughout the organization. Routine reconciliation tasks are often perceived as required drudgery and the …

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Ultimate Credit Union Bot 3-Pack

Real-world realized automation benefits for credit union execs Works with whatever core, systems, and processes you use! Indisputably valuable: Save 1,000s of hours of tedious labor every year! U.S.-based development. Direct, clear communication. Pays for itself ASAP! If you’re just starting—or tried before or are trying to catch up to your peer credit unions who …

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How to automate mobile-deposit account setup for your credit union with RPA

Credit Union execs: Now you can allocate human talent to higher-value activities  For every member of your credit union that wants the convenience of depositing checks via their mobile device, there’s a surprising amount of back-office work that’s required from your credit union’s staff.   This is a common issue among credit unions. It’s because …

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Improvements from Start-to-Finish

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