The most neglected part of your credit union workflow

Every part of your community bank or credit union workflow is important…but it doesn’t feel that way. Some functions get more credit than others. Some talents are dismissed as time-wasting tactics.

By far, the most neglected part of your workflow is at the very beginning.

And the “beginning” doesn’t mean when someone tosses an idea onto the table. There are questions you need to ask even before an idea appears. Questions like:

• What problems should we solve?

 

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