Member engagement is at the heart of any successful credit union, and it is important for members to know that we care about their financial well-being. Wealth management services play a pivotal role in this equation. By offering a full range of financial services, you can enhance member relationships and meet their evolving financial needs. Copper Financial has found that members are more likely to stick around when their credit union is diverse in its financial offerings. Members are close to 90% highly engaged when they utilize a wealth management offering within their credit union, increasing brand loyalty, and fostering closer relationships. With a wealth management solution like Copper Financial, you can increase your member retention, while also ensuring that your members are well taken care-of. Schedule a demo today! cu.financial/contact-us/ Source: https://lnkd.in/gCS6F_tX #creditunion #wealthmanagement #invest #memberengagement
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Discover how Texas Capital Bank successfully optimized their banking profitability! We are thrilled to introduce our latest case study featuring Texas Capital Bank, a leading financial institution in the US. They reimagined their approach to banking profitability and made it futureproof for the years to come. 🔍 Dive into their success story here: https://lnkd.in/ef67ZKei #BankingProfitability #FinancialPerformance #CostPerform
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Add peace of mind to the end of every business day with an Automated Sweep account from Bank of Sun Prairie. It syncs your business checking with a line of credit or deposit account to eliminate overdrafts and make the most of your funds. Simply put, it’s the hands-off way to maintain a target balance in checking. You set the threshold and the accounts work together to maintain it. At the end of the day, if there’s a deficit in checking, funds sweep in to cover it. You can even reverse the flow if there’s a surplus. Visit https://lnkd.in/gT_TJEEP to learn more. Member FDIC #BusinessBanking
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Add peace of mind to the end of every business day with an Automated Sweep account from Bank of Sun Prairie. It syncs your business checking with a line of credit or deposit account to eliminate overdrafts and make the most of your funds. Simply put, it’s the hands-off way to maintain a target balance in checking. You set the threshold and the accounts work together to maintain it. At the end of the day, if there’s a deficit in checking, funds sweep in to cover it. You can even reverse the flow if there’s a surplus. Visit https://lnkd.in/gT_TJEEP to learn more. Member FDIC #BusinessBanking
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Enhance Member Satisfaction with Seamless Digital Solutions For credit unions, meeting members where they are – paper or digital – is essential. At OSG, we specialize in seamless digital solutions to manage your members' journeys and grow strong relationships. Explore our Credit Union solutions here: https://lnkd.in/dewvgVeV. Let's discuss how our strategies can optimize member experiences and streamline your communications. #CreditUnions #DigitalSolutions #MemberSatisfaction
Credit Unions - OSG
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If your business sends or receives payments on tight deadlines, Bank of Sun Prairie wire transfers are a great financial management tool for you to consider. Wire Transfers are a very optimal method for sending or receiving payments. It is secure by providing you with extra assurance through confirmation and a great financial management tool for your business. Visit https://lnkd.in/dj8ryrJ6 to learn what wire transfers are and the benefits they offer. Member FDIC #BusinessBanking
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The successful conversion of Coast Capital Savings credit card portfolio onto the Collabria card program is a great example of collaboration amongst partners. Check out the story below. #makingitpossible #creditunioncreditcards #thepossibilitypeople #thecredituniondifference #strongertogether
Coast Capital Savings needed a more modern, more robust credit card solution. And they needed it fast. As a full-service provider with ample experience in program and platform conversions, we had the expertise to meet the needs of their membership and expand their cardholder base. To ensure the switch was carried out smoothly and effectively, we did what we do best. We listened. We learned. Together, with Coast Capital, we made it possible. And we’re excited to share our experience with you. More here: https://ow.ly/NqRy50RhZxj #StrongerTogether #TheCreditUnionDifference #CreditUnionCreditCards #ThePossibilityPeople #MakingItPossible
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Add peace of mind to the end of every business day with an Automated Sweep account from Bank of Sun Prairie. It syncs your business checking with a line of credit or deposit account to eliminate overdrafts and make the most of your funds. Simply put, it’s the hands-off way to maintain a target balance in checking. You set the threshold and the accounts work together to maintain it. At the end of the day, if there’s a deficit in checking, funds sweep in to cover it. You can even reverse the flow if there’s a surplus. Visit https://lnkd.in/gT_TJEEP to learn more. Member FDIC #BusinessBanking
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Co-founder of Amerisource Secured Income Fund, Advocate for American energy independence, Author of The Green Real Deal
We experienced strong loan growth across our entire portfolio in 2023. This was fueled by expanding our product and service capabilities in key markets, combined with persistent uncertainty in the banking sector not seen since the 2008 financial crisis. The failure of three major U.S. financial institutions led many banks to pare back middle market lending to preserve liquidity. We continued to focus on lower middle market opportunities in growth sectors underserved by traditional banks. We further expanded our bridge loan product and equity co-investment platform through partnerships with select private equity investors and independent sponsors. Amerisource’s continued success would not be possible without our clients and referral partners’ support and confidence, and we are grateful for those partnerships. We expect another year of significant growth and expansion in 2024 in our products, markets, and relationships. Check out our year-in-review 2023 https://lnkd.in/gtFstB5S
web link
amerisource.us.com
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📊 “The share of credit unions providing professional financial advice to members continued to grow, reaching 23.4% last year. That is almost double the prevalence of investment services in credit unions in 2011.” The growth in credit union investment management service offerings is a positive sign. However, there are still thousands of credit unions that can likely benefit from offering their members access to wealth management services. A properly designed fiduciary focused wealth management program can help credit unions further their mission. In addition, it can yield numerous benefits for the credit union and its membership such as : 📈 Improve Financial Outcomes for Members 🧭 Help members navigate financial complexities 👛 Gain Greater Member Wallet Share 💸 Diversify Revenue 📋 Discover cross selling opportunities Interested in offering a wealth management program to your membership or reviewing your current program? Please contact me at evan@partnerpf.com or visit Polaris Financial #creditunions #communitybanks #fintech #wealthmanagement #investments https://lnkd.in/gVdjgxe8
More Credit Unions Are Offering Financial Advice
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Starting fresh or rebuilding your credit? 🚀 A secured credit card might be your best ally. By securing your credit line with a deposit, you demonstrate financial responsibility without the risk. It's a smart step towards establishing or repairing your credit, showing lenders you're ready for the responsibility. Ready to pave the way for a brighter financial future? Explore your options at keycreditrepair.com 🌟 #CreditBuilding #SecuredCard #FinancialFreedom
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