Allied Solutions is the NAFCU Services Preferred Partner for Insurance- Bond, Creditor Placed (CPI), Guaranteed Asset Protection (GAP), Mechanical Breakdown Protection (MBP), and REFUND Plus®.
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Key Takeaways:
- [01:57] You are going to see a 20% increase in organic loan and converting loan apps. If you do it across all avenues as a large credit union, you could have as large as a 500% improvement in organic loan application and completion.
- [05:46] Forester says, “36% of the time we get inaccurate information via a call center.” If I have to make up for the time the member is upset for getting the wrong information then we have a complete loss of efficiency.
- [15:46] Start now, not later. If you push this off, you are already behind your competition. You can do this in such a simple way. This might be the most important initiative that you take on for your future, your balance sheet, and how your members rate you.
Presented By
Charlie Peterson
Senior Vice President, Strategic Initiatives | Allied Solutions
With more than 35 years of diverse experience in financial services, Charlie has supported 1000+ clients in nineteen states providing insurance, income, loss mitigation, and technology efficiencies to the credit union marketplace. His passion and drive in lending growth, loan participation, client consultation, and digital channel development have been his hallmarks. In his current role with Allied Solutions, Charlie is helping credit unions nationwide successfully execute on their visions and plans for growth.