Kenneth Levey

Small Business Financial Exchange, Inc. (SBFE, LLC) partners with four commercial credit reporting agencies that are SBFE Certified Vendors. Through these relationships, Dun & Bradstreet, Equifax, Experian, and LexisNexis Risk Solutions offer SBFE products and services exclusively to SBFE members. #smallbusinesslending, #smallbusinesslendingdata, #datalicensing

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How can credit unions keep their rates synchronized across all digital channels? Managing rates across multiple platforms has always been a challenge for credit unions. Between HELOC rates, auto loans, and mortgages, the traditional approach involves: • Manual updates across multiple web pages • Constant coordination with IT teams • Time-consuming accuracy checks • Rush updates for time-sensitive changes That's where HubDB (in HubSpot) - a dynamic database tool - helps to create a single source of truth for all your rate information. Here's what makes it particularly valuable for credit unions: 1. Create a Single Source of Truth Centralize all your rate data in one secure, manageable table that serves as your master reference. 2. Share Rates Everywhere They Matter Automatically display your rates across web pages, email templates, and partner platforms for consistent messaging 3. Match Your Brand Customize how your rates appear with flexible layouts and styling via HubSpot CRM. 4. Structure Data Your Way Build the perfect rate table with custom columns for rates, terms, and any other information your members need 5. Stay in Complete Control Manage updates, track changes, and maintain compliance with a powerful yet simple dashboard The best part? Once set up, your team can update rates in one place, and they automatically refresh everywhere they're displayed. No more rushing to update multiple pages or worrying about inconsistencies. 💡 Pro Tip: With Marketing Enterprise Hub, you can make your rate tables publicly accessible, enabling seamless integration with partner websites and third-party platforms. #FinancialMarketing #CreditUnions #DigitalTransformation #MarTech #HubSpot

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Check out this latest article by Bonnie Ortiz in CU Insight on how a people audit can be the key to cutting delinquencies and boosting collections efficiency at your credit union. By optimizing your team and aligning roles, you can tackle this head-on and achieve extraordinary results. Need expert guidance? Reach out to O2 Consulting Group—we’re here to help you transform your collections strategy and drive operational excellence across your organization! 🚀 #CreditUnions #Collections #PeopleAudit #Efficiency #OperationalExcellence #Delinquencies #Leadership #FinancialServices https://loom.ly/4qPjcbA

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Check fraud continues to be prevalent even though technological advancements have revolutionized banking. Your institution's customers/members see check fraud as a breach of trust. Read our latest blog discussing clients' expectations for check fraud detection and what your FI can do: https://lnkd.in/gcFMZjzy

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Looking to elevate workflow efficiency? Shastic's AI-Workflow-Automation platform is what your credit union needs to revolutionize operational efficiency and member engagement. Why Choose Shastic? -Streamline Processes: Automate to save time and minimize errors to focus on high-value tasks. -Enhanced Member Experience: Deliver personalized, digital-first services that exceed member expectations. -Drive Efficiency and Growth: Leverage predictive analytics for data-driven decisions, enhancing your competitive edge. -Seamless Integration: Effortlessly connects to your existing systems in minutes with minimal IT lift. 🔍 Transformative Impact From loan processing to member services, witness a tangible improvement in productivity, satisfaction, and ROI. Join the leaders who are already redefining the credit union industry with Shastic. 🌐 Schedule Your Demo Today Don't just keep pace with technology—lead the charge. Request your Shastic demo today and take the first step toward a smarter, more responsive, and member-focused future. https://hubs.ly/Q02Py-7B0 #AI #workflowautomation #efficiency #automation #creditunion #banking #workflow

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Don't delay your #creditunion's #overdraft strategy review. To align market demands and regulatory expectations, discover the three key areas you'll want to evaluate in this ADVANTAGE, powered by JMFA article: https://hubs.li/Q02xl6xk0

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Scott Credit Union is seeing results! 💥 Check out more about their #data journey and #datastrategy here: https://hubs.li/Q02xk4SJ0 #creditunions #credituniondata #datapartner #dataanalytics

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Attending #Payments2024 next week? Don't miss this #FinTech demo on payment fraud prevention and reporting with Jaime Berg, Director, Sales. Take this opportunity to enhance your institution's capabilities as Jaime dives into ACH and Check Positive Pay, EDI Translation, and ACH Returns and NOCs Reporting. Take a minute to catch up with our recent blog post "Exploring Commercial Banking Solutions: A Comprehensive Look at #ACHCreditPayments" 👉 https://bit.ly/3JMI9sx

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2024 MSA Reclassifications: A Game-Changer for Lending Strategies The recent redefinition of MSA/MD boundaries by the Office of Management and Budget isn’t just administrative—it’s a strategic opportunity for financial institutions. ComplianceTech takes a closer look in our latest blog: https://lnkd.in/ek9kywnB Here is why it matters: ✔️ New Lending Opportunities: Discover emerging low- to moderate-income (LMI) markets. ✔️Sharper Risk Assessments: Refine geographic strategies with updated insights. ✔️Competitive Advantage: Identify trends and opportunities ahead of the competition. Real-World Impact: In Cherokee County, GA, a census tract shifted from middle to moderate income after reclassification. This is one of over 1,600 tracts nationwide that experienced changes, impacting 2% of all 2023 mortgage loans. What’s Next? Tracking these changes with tools like LendingPatterns™ can help lenders strategically adapt to the evolving landscape. Learn how reclassifications can reshape your lending strategy by scheduling a meeting with us today: https://lnkd.in/gXu_y_WA

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The CFPB's new rule will subject major payment providers to federal examinations — marking a historic shift in fintech regulation. But, it's not just about oversight. It's about data, power, and the future of financial services. "Google would be the crown jewel of the CFPB's supervisory expansion," notes Richard Crone of Crone Consulting LLC. His firm's analysis reveals the customer lifetime value of unified payment data ranges from $267 to $736 per transaction account. The possibility of being examined just like a big bank will make compliance issues more top of mind at the big techs and fintechs, adds former CFPB insider Gary Stein. It's a "tax on bandwidth and people" that these players haven't faced before.

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Check out one of #YPRClients in this recent article in American Banker, "Fintechs pitch banks with solutions to help consumers deal with debt!" https://hubs.la/Q02x5L8p0 #Fintech #DebtTools #Payments #BankTech #Banks #YPRClient #YPR #FintechRocks #YorkPublicRelations #AmericanBanker

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