Nelnet’s Post

Did I mention it ... implementations can be hard! 🤖 A huge thank you to team Jovia Financial Credit Union, Evan Get, Dennis Klemenz, Robin Block, Casey Mauldin and the rest of the wonderful Jovia family! From the initial strategy sessions in person in Long Island, where we planned out the project goals, to a brief but unforgettable pause to enjoy Jovia Financial Credit Union's incredible Super Bowl ad earlier this year – the teamwork was phenomenal. Honestly, I feel so lucky to be working with y'all! We navigated every challenge -- yes, no implementation is challenge-free -- with precision and dedication, culminating in a successful launch. I wanted to express how grateful were are for the hour-long conversations around change, Processes and People. (Change)-managing Processes and People is equally as important as the technology solution itself. As Evan Get flatteringly stated, "I want to thank the Clutch team for working hard to make this launch error-free, a great technical achievement in my book!" Here's to more successful partnerships and celebrating every milestone along the way! 🚀 #Partnership #Teamwork #DigitalTransformation #CreditUnions

Below is a sample of recent transactions completed by the Virgin Money Y&NE Strategic Finance Team evidencing our commitment to the market and I am delighted to have completed 2 of these transactions myself. We continue to grow the book and support local businesses and have a strong pipeline of deals that should complete in the upcoming months....#virginmoney #acquisitionfinance #corporatefinance

📣 Sound On! 📣 "I just can't tell you how pleased I am with the visuals," said Modesto's First Federal Credit Union CEO & President Leslie Ramirez when asked about her experience with ViClarity's technology platform. Modesto's First FCU partners with ViClarity to streamline their strategic planning processes and drive growth with enhanced oversight and dynamic reports. Check out the full interview with Leslie: https://lnkd.in/gea-bg6C #GRCsoftware #CreditUnions #StrategicPlanning

Today we spotlight Joe Stevens, our Senior Account Manager in our Commercial team! Learn more about Joe, from what he loves most about his role to a questionable unpopular opinion… 🤨⚽ Who would you like to see next? #charlesanddean #team #employeespotlight #financebroker #brokeroftheyear #businessfinance #vehiclefinance #meettheexpert

2024 Tekkie Award Nominations Have Been Extended! You have until May 15, 2024!   For 2024, the Tekkie Award categories will have more of a functional focus than in years past. Specifically, the 2024 Tekkie Award categories are: Member Growth. For credit unions that have leveraged technology to attract and retain members, with measurable results. Revenue Growth. For credit unions that have realized greater revenue by effectively applying technology, again with measurable results. Increased Efficiency. For credit unions that have measurably lowered expenses and/or boosted productivity using technology. Innovation. Crossing all categories, this award is for credit unions that have stepped ahead of their peers in identifying and applying a unique technology stack. Game Changer. This award recognizes a vendor collaboration with one or more credit unions to deploy a particular product that proved to be a true game changer. People Helping People. For credit unions that exemplify the “People Helping People” philosophy in community development, financial educational services, small business growth, assistance programs or other ways that support their members and/or communities. Submissions for People Helping People are free. Use coupon code PHP below. This coupon code cannot be used with any other categories. Tech CUSO of the Year. For technology-focused CUSOs in recognition of their continued contribution to the advancement of credit union technology. Nominations for the 2024 Tekkie Awards are now open and will close May 15, 2024.

As we step into February, the focus is on relationships. Building a culture of respect can foster strong relationships. At Southern Bank, we embrace each individual who walks through our doors as unique, and we extend the utmost respect in every interaction. It's not just banking; it's building meaningful relationships. To learn more about our values, watch this: https://ow.ly/2S6C50Qv78e

Big news to start the week! 👏👏 We are proud to share that Simon Cutler features in the VouchedFor Top Rated UK Financial Advisers list published in The Times for the 7th consecutive year. What an incredible achievement which means so much to all of our Blackdown Financial team as this success is based solely on client feedback. 👏💚 #BlackdownFinancial #VouchedFor #ClientFeedback #Taunton 

Are your employees enjoying the perks of Success Credit Union membership? It’s time to give them access to exclusive financial benefits, personalized service, and more! 🌟 Give your employees the benefit of Success Credit Union today. #SuccessCreditUnion #EmployeeBenefits

To kick off 2024, I’ve answered a few questions about Arbuthnot Latham and my role here, please see the article below. If anyone in my network would like to explore a private banking relationship, or knows someone who might, please do get in touch.

Carta's latest issues have led to the shutdown of its secondary trading business. We are in a business where trust is key. The power of social media should not be taken for granted. The network effect behind Karri Saarinen's outburst on X that made waves through social media created an industry-wide outrage that certain Carta employees leveraged confidential information on their systems flagging the massive conflict of interest between holding information and contact details of a cap table and running a secondary marketplace. Check out George Hammond's insightful article in the Financial Times in the comments below. #secondaries #carta #dataprivacy #venturecapital