The latest from Robbie Burgett

Sep 13, 2021 - by Allied Solutions

White paper: What’s the risk? Benefits of insurance tracking

A sound risk management strategy for lenders should include a comprehensive insurance tracking program to remain protected from loss. This whitepaper discuses regulations and compliance issues related to tracking insurance ...

Aug 28, 2021 - by Velocity Solutions

White paper: The battle for small business lending – part three

In Part 3, we’ll talk about effective rallying cries to bring the business borrowers to your financial institution. In other words, why should they borrow from you rather than ...

Aug 27, 2021 - by Velocity Solutions

White paper: The battle for small business lending – part two

In Part 2, we’ll discuss the power of a digital platform in defeating the competition! Digital technology allows your bank or credit union to provide small business loans efficiently, ...

Aug 16, 2021 - by DDJ Myers

Part 3: Credit union leaders plan post-pandemic merger & acquisition strategies

From early conversations to transitional considerations, 25 credit union executives and board members provide a roadmap for navigating through the merger process in this white paper from DDJ Myers. The ...

Aug 2, 2021 - by VisiFI

The member’s purchase journey

How can Credit Unions cope with digital transformation and the rising competition with banks? What can be done, during the member’s journey, to solve needs across every interaction between ...

Jul 22, 2021 - by Dataprise

How to prepare for the next cyber attack

What is your cyber recovery strategy and cyber risk threshold? Who has better insight into your cyber vulnerabilities – your IT leader, or cyber criminals? Does cyber insurance make you a ...

Jul 21, 2021 - by Velocity Solutions

White paper: The battle for small business lending – part one

In this series, we will lay out a battle plan for overcoming obstacles and conquering the competition in the digital small business lending space.

Jul 17, 2021 - by 2020 Analytics

Case study: CU manages growing loan portfolio with new 2020 platform

When it comes to analytics access and customizable data reporting, Twenty Twenty’s new loan portfolio management platform was the best option for Memphis City Employees Credit Union, says Nathan ...