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:
[04:01] What used to be strategic planning has turned into strategic adjustments because you have to stay fluid.
[12:55] One safeguard is diversifying lending channels. Start reaching out to alternatives channels now.
[19:39] Start leveraging some of those alternative lending channels, driving opportunities at an accelerated pace, and using technology to bring efficiency to the process.
Presented By
Charlie Peterson
Senior Vice President, Strategic Initiatives | Allied Solutions
With more than 34 years of diverse experience in the financial services Charlie Peterson has supported over 1000 clients in nineteen states providing 'best in class' 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.
Jarrett Settles
National Sales Consultant, Technology & Lending | Allied Solutions
Jarrett Settles is the National Sales Consultant for Lending, Deposits, and Technology at Allied Solutions. He works with credit union executives to identify barriers and opportunities for growth and develop innovative business solutions. He also advises financial institutions of all shapes and sizes on digital transformation and data strategy.
Key areas of focus that Jarrett brings to financial institutions surround generational divides in consumer behavior, data-driven loan and deposit growth solutions, as well as expertise in fintech, insurtech, and financial institution technology.