I’ve been going to ACUMA meetings for the last few years and heard a continuous chorus of dissatisfaction with the current community of sub-servicing options available to credit unions and mortgage focused CUSOs. Customization, price, system integrations, technology obsolescence are all reasons that we think that the time is right for a CU/CUSO owned subservicing […]
Research and design prototype Personal Financial Management (PFM) and Business Financial Management (BFM) solutions. Create Know Your Money (KYM) and Know Your Small/Medium Enterprise (KYSME) dashboards.
Consider a more orchestrated sales plan for CU*BASE nationally. What does it mean to group providers for CU*Answers to add another territory or potentially open a storefront in a new territory?
It is recognized that many of the potential on-going strategic benefits of Site4 have yet to be realized. The broader strategic value of this network asset will remain untapped until the network owners and partners contribute those services necessary to solidify and stabilize the firm in 2018, including a CEO mentor (paid), administrative assistant and […]
Collaborative effort of Site4 partners to develop the “SmartOperator +” operations programming initiative. The primary objective of this initiative is to optimize all operational processes. It will increase automation of operations, reduce human operator inputs, add error checking and process logging protocols. This will benefit all three core processors and Site4.
Design joint investment and ownership opportunity in data analytics business (Asterisk Intelligence) and further support for building data analysis skill sets in our clients … regional boot camps.
Identify the network support and budget necessary to build national awareness and education campaign for the networked business model. Identify venues and primary marketing and education strategy for CU industry and interested participants.
Our strategy is based in a belief that technological evolution in today’s credit unions provides an opportunity to shift the paradigm of exam protocols away from a point in time activity that occurs at either a 12 or 18 month cycle to a process that allows for continuous surveillance and observation of strategic decisions, credit […]
Few if any credit unions have implemented modern statistically driven procurement strategies, which allow them minimize inventory costs, decrease the chances of both overstocking and ever running out of mission critical supplies and take advantage of scalable purchasing opportunities.
Regulatory requirements have forced the evolution of Vendor Management from a static process to a dynamic event. Constant review of your vendor relationship is the new standard, both objectively; audits, financials, insurances doc, etc., and subjectively news feeds, community based evaluations, etc.