Preferred Partners

Delivering Innovative Solutions to Credit Unions

Delivering Innovative Solutions to Credit Unions

Our Preferred Partners: Trusted and Vetted Providers for NAFCU Members.

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Congratulations to our 2014 Innovation Award Winners!

Congratulations to our 2014 Innovation Award Winners!

The awards recognize excellence and innovation in Preferred Partner solutions for credit unions.

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2014 NAFCU-BFB Survey of Executive Compensation and Benefits

2014 NAFCU-BFB Survey of Executive Compensation and Benefits

Watch a free webinar to review the findings of the 2014 NAFCU-BFB Survey.

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Educational Resources

Why Your Credit Union Should Offer Wealth Management Services To All Members (Webinar)

October 21, 2014

   Why Your Credit Union Should Offer Wealth Management Services To All Members (Webinar) When: Thursday, November 6, 2014 Time: 2:00 pm - 3:00 pm (ET) Join us in this session to learn about the outstanding opportunity to offer holistic wealth management services that that can serve all members, regardl

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Understanding the Fundamentals of Credit Union Third Party Vendor Due Diligence (Webinar)

October 21, 2014

Third party vendor due diligence will continue to become more critical in the credit union space going forward. This webinar will provide NAFCU member credit unions with valuable insight into best practices related to vendor due diligence elements. Additionally, a checklist will be provided  to assist in ensuring credit unions are equipped with the appropriate information  to position them for compliance with regulatory requirements. Finally, helpful tips for analysis of vendor proposals will be shared with participants.

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Enhancing the Board – CEO Relationship (Webinar)

October 16, 2014

As your credit union grows in complexity, the relationship between the board and the CEO is critically important to the overall success of the organization.  This session explores research regarding different styles of boards, different types of CEOs and how the focus both have on coordination, collaboration, and communication creates ease, improved success, and adds value to the organization.  The session includes commentary and case studies of boards developing, involving, and improving relationships with the CEO.

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From the NAFCU Services Blog

Unraveling Qualified Expenses for Coverdell ESAs

With students back in school and those glaring tuition bills coming due, many of your Coverdell education savings account (ESA) members may be seeking distributions to help pay (or be reimbursed for) their education expenses.

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Featured Preferred Partner

GlobalVision Logo

Over the past 8 years, GlobalVision's PATRIOT OFFICER® has become the de facto standard for passing BSA/AML examinations. It empowers credit unions to comply with the Bank Secrecy Act, USA PATRIOT Act, Anti-Money Laundering, Anti-Terrorist Financing, Customer Due Diligence, Enhanced Due Diligence, Identity Theft Red Flags, OFAC, PEP, and other related regulatory requirements.

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In the News

Allied Solutions Deploys SmartVideos; Early Results Prove Effectiveness of Customer Engagement Solutions

October 17, 2014

Carmel, IN – October 8, 2014 – Allied Solutions, provider of products and services to financial institutions, today announced it will offer SmartVideo technology, powered by SundaySky, to all its credit union clients.  In the financial services marketplace, consumers have many options, making the need to invest in technology solutions even greater in order to differentiate from competitors, and retain loyal customers. With personalized videos tailored to each individual, members are engaged in a way that traditional print and electronic communications simply cannot. 

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Carmel Based Allied Solutions Experiencing Record Growth

October 16, 2014

Allied Solutions, with headquarters in Carmel, Indiana, is one of the largest providers of insurance, lending, and marketing products to financial institutions. Allied is excited to report they are experiencing record growth and are looking for more people to join their team!

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Congratulations to our 2014 Innovation Award Winners!

September 17, 2014

We all feel the strain of keeping up with the changing times. Many credit union CEOs agree that attracting and retaining members is one of the top three challenges that credit unions face. In order to meet the ever-evolving needs of members, credit unions should rely on innovative solutions to add to their product portfolio. 

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