Have you ever wondered what the difference is between insourcing and outsourcing? What would you say to disagree with the other side?
Knowing what fits in better with your credit union is the key to rallying up more members in your community to join your CU. You’ll need to identify what your credit union’s budget is, and figure out if it’s practical to have an employee or a whole department focus on the matter, versus trusting a reliable vendor to confide in with your members’ information. Totally up to your credit union and members! Some say that they feel more protected with someone in-house looking over their information, while others may not care, or trust in the CU to make the right call. It all depends on your credit union’s best practices approach.
Oak Tree will always be there alongside every credit union, to assist with any forms and disclosures they need. With 37 plus years of service in the credit union industry, Oak Tree has provided compliant forms to all 50 states, Puerto Rico, and the Virgin Islands. We trust our documents as much as each credit union trusts their members.