AI Case Study: Digital Onboarding

This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here!

This case study covers the leading player in AI-based digital onboarding for credit union members, Digital Onboarding.

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AI Case Studies: Posh Technologies

This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here!

This case study covers the leading player in AI-based credit union chatbots. Posh Technologies’ conversational AI includes capabilities for web, SMS, social, mobile, IVR, and home digital assistants, such as Amazon Echo and Google Home.

Stay tuned to the CU 2.0 blog while we feature more excerpts from our financial guide to AI!

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Are Your Audit and Compliance Methods Limiting Your Growth? Try This.

You might have the best growth plans and product portfolio available. You could have a great team of leaders ready to carry out your vision for 2021 and beyond.

But regulatory compliance and audit assurance can be drag on forward progress. But there’s a way to cut that time in half. Following three quick tips will significantly reduce the time your organization spends on audits, examinations and monitoring activities.

This Fintech Friday was inspired by Redboard’s Findings Accountability Framework webinar.

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Growing Your Direct Auto Loan Portfolio with Loanify

How many direct auto loans do you preapprove for members? Aaaaand how many of those members end up with dealer financing?

Dealer financing won’t be terribly advantageous to the member. Any former car salesman will tell you that financing is where they really make their money. And it’s also where you lose it!

So, let’s dig into a new CUSO, Loanify, to see how they help credit unions grow their loan portfolios… and help members get better deals on their cars.

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