The very real risks of compliance constipation

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Are suffocating clouds of fine print choking your carefully honed marketing messages? We understand your pain. We’ve remixed some of our favorite thoughts on the very real risks of compliance constipation from seven years of SharediDiz articles. Paperwork Reduction “People in operations, compliance, or underwriting have an understandable bias toward absolute safety — collect all the information…

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Congrats to our winning clients!

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It’s always nice when others think highly of the work you do. And when those others are peers judging your work against the best of the industry, well, it feels even better. CUNA’s Marketing & Business Development Council handed out their awards at last week’s conference and two of our…

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Spring thaw opportunities

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It’s no secret that it’s been a long, brutal winter. And even though we’re past the official start of spring, winter isn’t over yet in much of the country. From depressed car and home sales to sky-high heating bills, there’s no doubt that below-normal temps and worse-than-average weather have had…

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Miscellaneous MAC2013

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Hot Tips From an open forum of attendees, here are a few ideas that were shared: If you promote your posts on Facebook (say, for something like a loan promotion), you can use the referral forms to track. One CU separated out boat loans as a niche market, at a…

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Decrease friction, increase loans

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In this article on eSign from the fine folks over at CreditUnions.com, they tossed in a statistic that absolutely floored me: only 8.5% of credit unions larger than $20 million offer electronic signatures. (I really hope that’s a typo.) It’s the year 2013 — we still don’t have flying cars…

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Don't Chase younger members away!

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Credit unions. Just when you thought you knew them, something like this happens. My daughter graduated from college and has moved to northern California for a wonderful full-time job training dogs to become service dogs. She’s got health insurance and a 401(k). But she needs a car. Because I know…

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