With credit union attendees nationwide gearing up to attend NAFCU's 46th Annual Conference in Boston early next month (July 9-13), we invited NAFCU's President/CEO Fred Becker on the program to discover exactly what all these attendees can expect and take away from this year's show. Our conversation also turned to Fred's impending retirement at the end of July 2013. In this portion of our conversation, we discussed some of his accomplishments over the years, credit union industry milestones, its recent growth, and where its headed in the next few years. We also touched on the many government officials he has worked during his tenure at NAFCU. Always a pleasure having Mr. Becker on the program. Don't miss this candid and compelling conversation!
It's no secret that the Hispanic population holds great potential for credit unions today and well into the future. But how do credit unions effectively capture this all-important audience's attention? Well, we invited Coopera Consulting's Vice President Gustavo Gruber on the program to find out. Complementing our discussion, Coopera just released a newwhite paper on the topic entitled: "The Multifaceted Hispanic Market". In this white paper, we touched on three new segments which credit unions should focusing on within the Hispanic community: second generation, small business, and the underserved. We go into detail on how credit unions can aim for these potential segments -- and a lot more. Check it out!
Most credit unions don't take their member "onboarding" process for granted, but there are some instances where the task presents a few disheartening hurdles that could jeopardize a consumer's ability to easily join your financial institution -- especially with today's mobile crowd. To delve into this issue a little deeper, we invited Kofax's SVP Mobile Capture Drew Hyatt on the program to discuss three reasons why credit unions need to streamline their onboarding process, making it nothing more than easy. We also discusses the many challenges credit unions face with this task as mobile continues dominate the financial services landscape. Quick and simple are key in this important undertaking. In addition to Drew's practical advice, there's also a bonus two-minute, video demo following the interview. Check it out.
2013 FinovateSpring presentation
To most folks financial planning is the equivalent of getting their wisdom teeth pulled. It's not the most pleasant experience, but it's a must-do endeavor. One company has turned this tedious task into a game for consumers -- or your members in this case so it's not a source of frustration any longer. That company is FlexScore and its CEO Jason Gordo has gamified this planning process so consumers are motivated to become financially fit for a more stable and possibly prosperous future. Check out our interview with Jason to see how he has transformed the financial planning process from faint to fun. FlexScore also had a stellar showing at the recent FinovateSpring in San Francisco. Enjoy!
2013 FinovateSpring presentation
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.