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If your credit union is looking to reduce member-inquiry phone calls and emails, then IntelliResponse's virtual agent technology may be the answer to empower your members to help themselves. We invited the company's CEO, David Lloyd, to join us and discuss this future glimpse of member services. (BTW: It's here.) Already entrenched in the financial services industry, credit unions included, David explains the many uses of IntelliResponse's virtual agent -- which ultimately frees your MSRs to converse with members on deeper financial needs, while the virtual agent manages the other more common transactional items. In addition, it can even provide members with cross-sell opportunities, as well. Oh, and it's mobile, too. This technology is simply fascinating, and, again, it's a glimpse of what's to come in the near future in regards to providing your members with more efficient and informative services. Check out our chat with David to get the details and let us know what you think. Visit: www.intelliresponse.com Short on time? Watch the trailer below... With nCino's Bank Operating System, CEO Pierre Naude truly believes his technology can transform the industry. Creating a proactive lending culture with his system, credit unions can see a 360-degree view of member activity so MSR's can remain vigilant of their impending needs. In addition, Pierre's technology mitigates compliancy concerns -- something credit unions have been concerned about for the last few years with the onslaught of regulations. This is just the tip of the iceberg, as Pierre has much to say about today's antiquated banking operations culture -- which he believes is in need of an overdue overhaul. Find out in detail how Pierre plans to transform the FI industry and how credit unions will play a major role. Enjoy! Visit: ncino.com Short on time? Watch the trailer below... In part 2 of 3 of our Bluepoint Solutions case study series, Blue Eagle Credit Union's Jeff Thompson explains why he chose Bluepoint to transform his credit union into a paperless environment. Jeff essentially looked for process improvement and ease of use with the technology, while Bluepoint's Andrew Tilbury explains how his company uses their subject matter experts in the "discovery" process to ensure all the pieces fit for maximum benefit. See how their efforts laid the groundwork for the credit union's future success.
Visit: www.bluepointsolutions.com www.blueeaglecreditunion.com Does Paul Fiore have the Midas touch -- metaphorically, of course? In a smart, strategic sense, it seems so with his successful string of FI technology ventures in the last decade or two. Today, we are catching up with Paul to discuss his latest project that's setting the stage for the future of payments: CU Wallet. We discuss how the CUSO started (his inspiration: Borders, Blockbuster, and Tower Records), what the plans are, and where this technology service is headed. In addition, we touch on other trendy items such as tokenization, Google and Apple "getting out of the bad end of the transaction," and Paul's little-known movie production "hobby." There are many more takeaways from Mr. Fiore, so check it out and enjoy! Visit: cuwallet.com Short on time? Watch the trailer below... In part 1 of this three-part series, Blue Eagle Credit Union's Jeff Thompson describes the many pain points his credit union experienced prior to employing Bluepoint Solutions' ECM services to become paper free and provide more streamlined operations in-house.
Visit: www.bluepointsolutions.com www.blueeaglecreditunion.com |
Mike Lawson, HostMarried 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. Categories
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