The Scariest Part of the Year - Budget Time
Every month we publish an email to help those in the credit union industry to keep up on any news in the document and compliance side of things. We also go into some of our marketing articles or advice as well as go into more depth on the various products we provide to our credit union partners.
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Budgeting for Compliant Forms
|Whether you are new to outsourcing forms, or you are transitioning to a new forms provider, the process is sure to be a long one. You need to gather multiple quotes from various companies, go through your credit union's due diligence process, and present it to the board for approval. Well, during that process, it may seem like the most logical idea to go with the cheapest forms provider, but here are some reasons you should budget for compliance on our blog or try our ADA compliant forms.|
Turn That “No” Into a “Yes” for Your Marketing Budget
|October is the time of year when you need to present your proposed budget for 2020. Often, credit unions are not left with much of a budget for marketing. But investing in marketing is one of the best ways to grow your credit union. Help executives and board members see the importance of investing in a strategic marketing plan. Check out these ways to help you turn that “no” into a “yes” at your marketing budget meeting. Grow your field of membership with online friendly forms and disclosures. Get a Quote Here.|
ALERT: Reg CC changes prompt revisions to your Funds Availability Policy
The Compliant Adventures of #AskRich