Results > Guide: (20)
Advanced Search Filters
Clear Filters
Guide
Wednesday, September 25, 2024
Lodestar
Data Made Simple: A Credit Union's Guide to Strategic Data Management
Discover how the right data warehouse can elevate your credit union's member experience, optimize operations, and fuel long-term success.
Guide
Thursday, April 11, 2024
Credit Snap
The 7 Essential Features of a Cutting-Edge Deposit Opening Software
Let's dive into the essential features that make a deposit account opening platform stand out.
Guide
Wednesday, April 10, 2024
Kinective
Is it Time to Replace Your Teller Cash Recyclers?
If your team is starting to have conversations about your TCR (teller cash recycler) replacement strategy... stop where you're at. This workbook will take you through the right questions to ask, and metrics to pay attention to, to save money and maximize budget.
Guide
Wednesday, April 3, 2024
Kinective
The Anti-Manual Manual: The Banker's Guide to Automation Intelligence
If you're reading this, you've probably felt personally affected by laborious, cost-prohibitive processes. Whether in your own branch and digital workflows or seeing the impact on your client experience, manually completing tasks can have a costly impact on every point of the client experience.
Guide
Friday, March 8, 2024
Lodestar
A Common Sense Approach to Data Governance
Often, financial institutions struggle to establish an effective data governance strategy because there is so much ambiguity around this topic. Lodestar is here to solve that.
Guide
Tuesday, August 29, 2023
FI Strategies
3 Things Every Leader Should Do Today
Being a highly effective leader is a learned skill. Therefore, every leader must consistently hone their skills and establish a regimented process. This report shares three skills and processes every aspiring great leader should begin developing today.
Guide
Wednesday, August 23, 2023
FI Strategies
How to Turn Managers into Coaches and Leaders
For many people in managerial roles, they have received very little, if any, training on how to be a coach and leader. A highly successful transition from “manager” to “coach” requires three key components. Download this free guide to learn more.
Guide
Monday, July 31, 2023
FI Strategies
Four Must-Haves for a Highly Motivated Culture
There are many ways you can try to create an optimally effective culture, but following these four proven steps will position your culture as a real differentiator for attracting, motivating, and retaining employees. Download your 4-step guide now.
Guide
Monday, July 17, 2023
FI Strategies
Four Bookstore Strategies Your Financial Institution Should Adopt
Selling books is certainly a different world than retail banking but there are many lessons banks and credit unions can learn from what Barnes & Noble (B&N) has done. Here are four strategies you should adopt at your organization.
Guide
Monday, May 15, 2023
Boost.ai
How Conversational IVR is Revolutionizing the Modern Contact Center
In this guide, we explore how Financial Institutions can leverage cutting-edge conversational AI-powered voice bots to empower self-service and reduce wait times, creating a positive and lasting brand impression with their customers.
Guide
Wednesday, May 3, 2023
Boost.ai
5 Essential Trends to Unlocking The Future of Conversational AI
Artificial intelligence is having an outsized impact on customer service and redefining how financial institutions interact with their consumers. An increasingly digital world requires digital solutions to streamline customer service, sales, and support.
Guide
Friday, September 9, 2022
Elan Credit Card
