Bobbi McVey-Blath, CPTM, CBFM

Credit unions: Your member experience requires constant attention and vigilance. Make sure that you: - Regularly assess your member journey across all channels. - Define your brand thoroughly for a consistent experience. - Create a journey map to identify all touchpoints. - Conduct monthly trainings to keep everyone aligned. As you map out your customer journey, don't forget your member authentication processes. Are outdated methods like one-time passcodes or knowledge-based questions frustrating your members? If so, IDgo offers a seamless, passwordless solution that not only enhances member experience, but also bolsters fraud protection. #CreditUnions #MemberExperience #Authentication

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https://lnkd.in/gHedYqst Latest North Dakota Today Interview, Talking Core Upgrade at CCU and some Fraud Prevention!

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For our Credit Union friends... Check out our latest blog post for CU Division's top 5 essential steps to bolster your crisis management strategy. From proactive planning to transparent communication, these tips will help you navigate any storm with confidence. Don't wait until a crisis hits—get prepared now! 💪📈 https://lnkd.in/ekSdTarS

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"During the exam I have to constantly decide if I want to go along to get along" Anonymous Treichel Client. When I was at NCUA we would hear through trade associations that credit unions feared retaliation. We would ask for specifics as we could not really do anything without knowing the name of the credit union. Until I changed teams and began consulting I didn't realize that quite frequently that CEOs had to decide if they were going to simply go along to get along. Intentions are nearly always good on both sides - but the path of least resistance is taken to avoid confrontation more often than I ever knew. If you find yourself facing this challenge, reach out and I can assist you in deciding how to best handle your examination -- and which examiner mandates can likely be negotiated. #ncua #cuna #gac #creditunions #johncandy #planestrainsautomobiles #stevemartin

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Do you need to retain a critical executive? Is it time to reward your best leaders? Are you looking for the executives that will take you to the next level? Are you approaching a leadership transition? Almost all credit union boards are faced with one of these questions, and if that describes your credit union or non-profit, a Supplemental Executive Retirement Plan (SERPs) maybe the answer. Join us for a webinar so we can guide you through the process!

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Do you need to retain a critical executive? Is it time to reward your best leaders? Are you looking for the executives that will take you to the next level? Are you approaching a leadership transition? Almost all credit union boards are faced with one of these questions, and if that describes your credit union or non-profit, a SERP might be the answer. As a non-qualified supplemental retirement plan that is flexible in the amount that may be provided, SERPs allow organizations to attract and retain the best people. Credit Unions, universities, hospitals and other non-profits who are used to seeing their top talent wooed away by lucrative incentives in the for-profit sector can compete with a SERP. How can we help your organization?

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International Credit Union Week isn’t over yet! 🎉 We have TWO more giveaway questions coming your way, and you don’t want to miss out! 💥 Stay tuned, test your credit union knowledge, and get ready to WIN🥳 #CWJCCU #InternationalCreditUnionWeek #Giveaway #CreditUnion

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Curious how Member Voice works? Watch this video to see how Member Voice leverages data from over 4,700 credit union members to help your institution improve communication with your members and maximize the value you deliver to them. If understanding your membership better is a top priority for 2025, visit Filene.org/member-voice or reach out directly to [email protected] and you're in!

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There's still time to register for this new webinar series, Safeguarding Your Credit Union’s Future, from CUNA Strategic Services. This monthly webinar series will take on the hot topics in the movement and connect you with alliance providers who can help you safeguard your #creditunion against threats and bridge the gaps that prevent your credit union from growing and thriving. Join CSS and ADVANTAGE, powered by JMFA on May 30 to hear from expert panelists on the future of overdrafts amid heightened competition as they discuss the challenges and opportunities facing credit unions and address topics including regulatory expectations, evolving consumer needs, and strategies to preserve revenue. Register: https://hubs.li/Q02wQLQx0

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