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Aug 7, 2023 | 
cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
5 minutes What's a third-party RIA? What’s a ‘friendly’ broker-dealer? This is the second in a three-part series to help prioritize the burning issues that face credit union leaders, offering actionable tips to help grow wealth management departments. Financial literacy has never been more important.
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Aug 7, 2023 | cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
5 minutes What's a third-party RIA? What’s a ‘friendly’ broker-dealer? This is the second in a three-part series to help prioritize the burning issues that face credit union leaders, offering actionable tips to help grow wealth management departments. Financial literacy has never been more important.
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Aug 4, 2023 | 
cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
3 minutes How well do you know the multicultural spaces in your community? This is reprinted with permission from the Coopera newsletter. Some of my favorite conversations have been with Uber drivers, many of whom are immigrants who share their stories of what it’s like to make a life in the U.S., given the cultural and linguistic hurdles they often face when they first arrive.
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Aug 4, 2023 | cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
3 minutes How well do you know the multicultural spaces in your community? This is reprinted with permission from the Coopera newsletter. Some of my favorite conversations have been with Uber drivers, many of whom are immigrants who share their stories of what it’s like to make a life in the U.S., given the cultural and linguistic hurdles they often face when they first arrive.
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Aug 1, 2023 | 
cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
From the editor When I posted on LinkedIn in June about CUES winning three awards, my smile was ear-to-ear, and I don’t think I’ve stopped smiling since!I am so proud that this magazine’s website, CUmanagement.com, took home gold for best magazine website from the Association Media & Publishing Network. AM&P is for me like CUES is for you, a space to network and learn with peers.
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Aug 1, 2023 | cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
From the editor When I posted on LinkedIn in June about CUES winning three awards, my smile was ear-to-ear, and I don’t think I’ve stopped smiling since!I am so proud that this magazine’s website, CUmanagement.com, took home gold for best magazine website from the Association Media & Publishing Network. AM&P is for me like CUES is for you, a space to network and learn with peers.
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Aug 1, 2023 | 
cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
4 minutes These four use cases for artificial intelligence in the financial services industry can clarify where and how to get started at your credit union. Deploying technology to meet members’ needs these days—wherever they are in their financial services journey—increasingly means leaning into artificial intelligence and predictive analytics. But taking the AI bull by the horns isn’t the right approach for every credit union.
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Aug 1, 2023 | cumanagement.com | Felicia Hudson Hannafan |Stephanie Schwenn Sebring |Neetu Bhagat
4 minutes These four use cases for artificial intelligence in the financial services industry can clarify where and how to get started at your credit union. Deploying technology to meet members’ needs these days—wherever they are in their financial services journey—increasingly means leaning into artificial intelligence and predictive analytics. But taking the AI bull by the horns isn’t the right approach for every credit union.
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Jul 13, 2023 | 
cuinsight.com | Neetu Bhagat
Financial institutions across the nation are bearing the brunt of an unstable economy—and liquidity challenges have taken center stage in the minds of industry leaders. With high interest rates and fear of a looming credit crunch growing, institutions must find ways to unlock liquidity and support sustainable growth. In today’s environment, no financial institution is immune to liquidity challenges.
