Victor PanteaI’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 […]
Victor PanteaResearch 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.
Victor PanteaConsider 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 […]
Victor PanteaIt 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 […]
Victor PanteaCollaborative 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 […]
David DamstraDevelop and invest in a network based solution that would seamlessly seek to identify a loan solution for every member who requests a loan, regardless of loan type, credit history, […]
Victor PanteaDesign 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.
Victor PanteaIdentify 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 […]
David DamstraBuild an entrepreneurial network that brings sustainable and strategically impactful collaborative innovation to the CU industry. Develop 2018 Business plan 1. Calendar 2. Budget 3. Agenda 4. Governance Documentation
David DamstraCEOs and CU*a.com partners, partner with credit unions on specialized engagement, developing guidelines to free CU to work for others-GIG employees. For example: 1. Succession Planning 2. HR Support/Talent Searches […]