A Financial Tune-Up for Your CU: Deposit Growth and Loan Diversification

Podcast Series - Part 1

About the Podcast

Listen to the second installment of this series here.

In Part 1 of this series with Tracy Mottweiler, Director of Product Management at Allied Solutions, we discuss the big issues affecting credit union deposit growth. Today, more than a thousand credit unions are seeing 90% or higher loan to share ratio, and even more are seeing a major decrease in loan volume.

Listen for the successful strategies institutions are using to overcome these challenges, from reward-based checking programs to retail deposit programs. Hear about the technologies that can help you leverage data and strengthen relationships. Discover how to grow your lending programs—better yet, your organization—with these valuable insights.

*This content represents the opinion and views of the presenter, and do not necessarily reflect the opinions or views of Allied Solutions.

About the Presenter

Traci MottweilerTraci Mottweiler, Director, Product Management, Allied Solutions

Traci Mottweiler has over 22 years of experience providing lending solutions to financial institutions. In her current role with Allied Solutions, she is responsible for identifying, developing, and maintaining strong underwriter and provider relationships across a variety of lending products and services. She manages a robust portfolio of products, including mortgage, auto, student and alternative lending solutions, along with ATM/debit/checking programs, and ESignature and text solution offerings. Additionally, Traci oversees both marketing and educational efforts for products and partners, in turn helping to bolster brand and market presence.