Oak Tree Business Systems, Inc.

Forms Provider for Credit Unions.


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CategoryArticleReads
Business ITIN Lending & Compliance: Cutting Through the Fog | Posted on 2020-01-01 12:05:33 In a Credit Union Times Expert Opinion Column, ITIN Lending & Compliance: Cutting Through the Fog, Oak Tree`s CEO talks about ITIN Lending, and how it represents growth o... Read more.. 0
Business Don’t Let Your Guard down When It Comes to Compliance | Posted on 2020-01-01 12:09:09 As dry subjects go, there aren’t many topics more arid than regulatory compliance. It’s virtually the Mojave Desert of subject matter. Just like a real desert, though... Read more.. 0
Business Oak Tree Business Systems, Inc. was Recently Featured in Credit Union | Posted on 2017-06-22 03:48:26 At Oak Tree, we provide nothing but the highest quality, customized, compliant forms for credit unions. Oak Tree offers specific products and services that can help your ... Read more.. 257
Finances Loan Process - Printable Vs. Digital Forms | Posted on 2017-07-15 02:20:10 Credit unions today are all about options. Forms are no exception. While many use paper forms for the majority of their processing with no issues, digital forms can speed... Read more.. 275
Leadership Humanitarian Highlight 7/20: Credit Union Excellence | Posted on 2017-07-20 10:54:55 For this weeks Humanitarian Highlight we are recognizing credit unions for their excellence in giving back to the community. Take a look at what the following credit unio... Read more.. 577
Finances Humanitarian Highlight 11/9: Acts of Kindness | Posted on 2017-11-10 05:45:35 We’re back this week with more awesome acts of credit union kindness! Here is a rundown of them for this week’s #HumanitarianHighlight. Neighbors FCU ra... Read more.. 372
Business Oak Tree Ad in GCUA’s Connection magazine | Posted on 2018-04-03 02:05:06 Oak Tree recently had an ad placed in Georgia Credit Union Association’s quarterly magazine, Connection. This edition features a story about risk management and co... Read more.. 365
Business Humanitarian Highlight 4/5: Charitable Efforts | Posted on 2018-04-06 01:21:25 Hey credit unions, we are back this week with more Humanitarian Highlights for you to read about! So take some time to check out some awesome credit unions and their char... Read more.. 215
Business Oak Tree Featured in CUES Leadership Column | Posted on 2018-05-22 12:21:49 Oak Tree recently had an article featured in the CUES Leadership Column. Check out a snippet: So the other day I had a few minutes to myself and found myself th... Read more.. 329
Business 2018 Fall Hike the Hill | Posted on 2018-09-05 01:16:54 The credit union industry is constantly changing, and that means being in touch with lawmakers regarding regulatory issues and concerns is important. Not every credit uni... Read more.. 143
Business How Long Should Online Forms Really Take? | Posted on 2019-08-05 09:39:34 Imagine this…you are sitting down filling out a loan application online, and it keeps reiterating the same questions in a different format each time, AND there is a... Read more.. 0
Finances Heating Up Summer With Compliant Lending | Posted on 2019-08-06 08:31:03 Heat up this summer with our blogs all about compliant lending with in the credit union industry! ... Read more.. 0
Business Heating Up Summer with Compliant Lending | Posted on 2019-08-07 08:25:13 With social media, how do your members reach out and engage with your credit union. And this is great! It gives them another outlet to reach out to your credit union to r... Read more.. 0
Advice Testimonials Oak Tree Credit Union Forms | Posted on 2019-08-10 12:39:04 Our Credit Unions are our biggest supporters - take a look for yourself. Read what Credit Unions are saying about Oak Tree and our forms for the past 36 years:... Read more.. 0
Business CU Marketing Corner: Email Marketing Do’s and Don’ts | Posted on 2019-08-12 09:28:38 Building a community through digital channels is very powerful in the advancing digital age. Accessibility to your members is easier than ever if you know where to look! ... Read more.. 0
Business Credit Union Marketing Corner - CU At The Event | Posted on 2019-08-13 08:45:05 There are many reasons to celebrate in the credit union industry, and credit unions know how to party. Year-round, events are put on to spread the benefits of membership,... Read more.. 0
Marketing CU Marketing Services Corner - Financial Fables | Posted on 2019-08-14 08:31:53 Every credit union is unique in ways that are generically defined by their FOM. Unfortunately the basic facts and figures that define membership eligibility does not conv... Read more.. 0
Marketing Credit Union Marketing Corner - CU At The Event | Posted on 2019-08-15 03:22:57 There are many reasons to celebrate in the credit union industry, and credit unions know how to party. Year-round, events are put on to spread the benefits of membership,... Read more.. 0
Marketing CU Marketing Corner - Financial Fables | Posted on 2019-08-15 03:28:21 Once Upon a CU: Members and Financial Fables Every credit union is unique in ways that are generically defined by their FOM. Unfortunately the basic facts and figures ... Read more.. 0
Business Regulation Z’s Role in Credit Unions’ Day-to-Day Business | Posted on 2019-08-19 08:38:24 If you could trace a straight line for consumer protection history, it would start with Regulation Z. Issued in 1968 after consumer credit experienced a massive increase ... Read more.. 0
Finances Heating up summer with Compliant Lending | Posted on 2019-08-20 08:12:47 The last month before back-to-school brings many lending opportunities for your credit union. With the last-minute vacations, remaining home projects, or help with sch... Read more.. 0
Business Heating Up Summer With Compliant Lending | Posted on 2019-08-21 08:12:00 The last month before back-to-school brings many lending opportunities for your credit union. With the last-minute vacations, remaining home projects, or help with sch... Read more.. 0
Finances Summer Lending Solutions to GROW Your Members | Posted on 2019-08-26 09:50:02 Grow your credit union with the easiest forms for your member! To see how Oak Tree can do this for you check out our products & services! ⛱️ 😃... Read more.. 0
Business Credit Union Dreams | Posted on 2019-08-27 08:48:57 Visions of sugarplums dance in the heads of children while they drift through dream world on Christmas Eve, waiting for Santa to arrive. Just like a bride dreams of her f... Read more.. 0
Break-up Credit Union Dreams | Posted on 2019-08-28 08:56:08 Visions of sugarplums dance in the heads of children while they drift through dream world on Christmas Eve, waiting for Santa to arrive. Just like a bride dreams of her f... Read more.. 0
Business Management CU Membership Strategies | Posted on 2019-09-03 09:16:35 In a recent Credit Union Times Expert Opinion Column, Engage Members by Inviting Them to Play, Oak Tree`s CEO talks about the analysis of why credit unions should engage ... Read more.. 0
Business Engage Members by Inviting Them to Play | Posted on 2019-09-04 08:14:07 Often, when we hear terms like “membership strategies” or “member branch experience,” we tend to think of sweeping overhauls that require demograp... Read more.. 0
Business Funds availability policies: The good, the bad and the ugly | Posted on 2019-09-04 08:17:56 Credit union members’ expectations are different today than just a decade ago. Online account access was still evolving and mobile banking apps were clumsy pieces ... Read more.. 0
Business Welcome Fall with Compliant Forms | Posted on 2019-09-10 09:46:00 A lot of new and exciting things are happening in September. No more wearing white after Labor Day, school is back in session, and the trees begin to change colors! At Oa... Read more.. 0
Business Welcome Fall with Compliant Forms | Posted on 2019-09-10 09:49:46 A lot of new and exciting things are happening in September. No more wearing white after Labor Day, school is back in session, and the trees begin to change colors! At Oa... Read more.. 0
Marketing CU Marketing Corner - Creating Personas for Targeting Your Demographic | Posted on 2019-09-11 10:27:07 CU Marketing Corner - Creating Personas for Targeting Your Demographics Every financial institution can improve on the success of some aspect of its services, whether ... Read more.. 0
Marketing CU Marketing Corner: Compliant Contests and Giveaways | Posted on 2019-09-16 08:29:14 Who doesn’t love the chance at some free swag? Even better, what company doesn’t enjoy seeing their logo being advertised by happy members in the community ... Read more.. 0
Business Credit Union Merger Manual | Posted on 2019-09-17 08:28:12 In an article from the CEO Advisory Group, Key Considerations in Merger, it explains the fundamentals of what it takes for a merger to be finalized. Here is an excerpt fr... Read more.. 0
Business Welcome Fall with Compliant Forms | Posted on 2019-09-17 08:31:13 Ways To Improve Member Experience At Your Credit Union. Do you need to open a new branch or focus more on mobile banking? Read about the differences members experience wh... Read more.. 0
Business Credit Union Merger Manual | Posted on 2019-09-18 08:38:05 In an article from the CEO Advisory Group, Key Considerations in Merger, it explains the fundamentals of what it takes for a merger to be finalized. Here is an excerpt fr... Read more.. 0
Business Auto Lending Form Solutions Credit Union Supplier | Posted on 2019-09-19 11:00:21 Oak Tree has the experience and know-how to make the forms that your credit union uses to get your members into a new or used car more friendly and easier to fill out. ... Read more.. 0
Marketing LOL in the age of the telegraph | Posted on 2019-09-23 08:20:43 From “lol” to “brb,” the internet and text messaging gave rise to a unique form of short form language – “textspeak” – i... Read more.. 0
Business Could Ride-Hailing Jump-Start Credit Union Lending? | Posted on 2019-09-24 09:35:56 In a recent Credit Union Journal opinion article, Ride-hailing stalled taxi loans – could it jump-start CU lending?, Richard Gallagher, CEO of Oak Tree Business Sy... Read more.. 0
Business Life Abbreviated | Posted on 2019-09-24 09:39:15 It’s just ADIP (another day in paradise) in the credit union industry. Let’s step AFK (away from keyboard) to dig deep into abbreviations and their history.... Read more.. 0
Finances Could Ride-Hailing Jump-Start Credit Union Lending? | Posted on 2019-09-25 08:22:56 In a recent Credit Union Journal opinion article, Ride-hailing stalled taxi loans – could it jump-start CU lending?, Richard Gallagher, CEO of Oak Tree Business Sy... Read more.. 0
Finances BEST Student Loan Documents For Credit Unions | Posted on 2019-09-30 09:28:08 Introducing the Loan Documents your student members NEED! Check out all of our compliant consumer lending documents for your credit union in this video 💻🍎:... Read more.. 0
Business Online Bill Pay for Our Credit Union Customers | Posted on 2019-10-01 09:00:20 Hey Credit Unions did you know that Oak Tree has online bill pay for our customers? Easy as logging in through our site and entering your 4 digit account pin! 😎 ... Read more.. 0
Business Listening...One...Two...Three | Posted on 2019-10-01 09:03:18 I look around the room and stare at each one of my employees going on and on about what new trends we should be implementing in the company. Everything that my employees ... Read more.. 0
Business Marketing Services Credit Union Visionary Packages | Posted on 2019-10-02 08:57:15 Your credit union is going places and you need the best help to reach those goals in your marketing efforts. Oak Tree offers an elite group of designers and marketing spe... Read more.. 0
Business Data Linking – Migrating to Chip Cards for Security | Posted on 2019-10-02 09:00:57 Keeping data secure is always a top priority for Oak Tree. It`s one of the reasons we offer data integration with our forms packets. Not only does it make business more e... Read more.. 0
Business Data Linking – Migrating to Chip Cards for Security | Posted on 2019-10-03 10:00:16 Keeping data secure is always a top priority for Oak Tree. It`s one of the reasons we offer data integration with our forms packets. Not only does it make business more e... Read more.. 0
Marketing Marketing Services Credit Union Visionary Packages | Posted on 2019-10-04 02:16:35 Your credit union is going places and you need the best help to reach those goals in your marketing efforts. Oak Tree offers an elite group of designers and marketing spe... Read more.. 0
Business I Owe How Much???? | Posted on 2019-10-07 08:41:55 It isn’t a secret that student debt has risen since school tuition has spiked within the last few years. Students and graduates today, are needed to work harder to... Read more.. 0
Business I Owe How Much???? | Posted on 2019-10-11 09:42:31 Student debt is an issue that many people face after graduation. It may take a year to pay it all off or years and years… It still needs to get done. Did you know t... Read more.. 0
Marketing CU Marketing Corner: Mobile-Friendly Websites | Posted on 2019-10-14 09:24:41 Keeping up with the digital age puts a strain on your credit union’s need to innovate to appease member demands for convenience and out-of-branch access to financi... Read more.. 0
Business Oak Tree Blood Drive | Posted on 2019-10-15 08:13:28 A successful blood drive sponsored by Oak Tree Business Systems, Inc. in collaboration with the Southern California Blood Bank was a HIT! Thank you to the many people who... Read more.. 0
Business Blood Drive - Oak Tree Business Systems, Inc. | Posted on 2019-10-15 08:18:00 The October blood drive was a HIT! We couldn’t have been in more awe of how it turned out and the positive response that we received. With support from the Souther... Read more.. 0
Business BEST SPANISH FORMS for Credit Unions | Posted on 2019-10-16 08:04:23 Take the opportunity to offer the Spanish-speaking community compliant forms. Whether you are looking for membership documents, home equity lending, consumer lending,... Read more.. 0
Business Internet of Things (IoT) is Always On, and Always Changing | Posted on 2019-10-16 08:15:50 By now, most of us have heard about the “IoT” (the “Internet of Things”) and are beginning to realize and feel that the web is virtually a living,... Read more.. 0
Business Internet of Things (IoT) is Always On, and Always Changing | Posted on 2019-10-17 09:51:25 By now, most of us have heard about the “IoT” (the “Internet of Things”) and are beginning to realize and feel that the web is virtually a living,... Read more.. 0
Society Oak Tree Asked the Community to Step Up! | Posted on 2019-10-21 08:25:06 A successful blood drive sponsored by Oak Tree Business Systems, Inc. in collaboration with the Southern California Blood Bank was a HIT! ... Read more.. 0
Business How To Get Forms Output in Multiple Formats | Posted on 2019-10-21 08:28:41 Oak Tree has customized solutions for every credit union in multiple formats! Whether it be web-based or laser jetted print forms, Oak Tree has you covered! 💻ðŸ... Read more.. 0
Business Oak Tree Business Systems Blood Drive | Posted on 2019-10-22 08:12:30 Oak Tree Businesses Systems, Inc. – the only credit union forms company you’ll ever need, hosted a local blood drive and had a great turnout.... Read more.. 0
Society Oak Tree Help Donate Blood | Posted on 2019-10-22 08:17:46 A successful blood drive sponsored by Oak Tree Business Systems, Inc. in collaboration with the Southern California Blood Bank was a HIT! Thank you to the many people wh... Read more.. 0
Business The Scariest Part of the Year - Budget Time | Posted on 2019-10-23 10:47:26 Oak Tree delivers your compliant solutions in any format you need! Pre-printed for ease and marketing potential, web-based forms for online electronic devices and laser-g... Read more.. 0
Business Credit Union Budget Time, Trick-or-Treat Yourself to Compliance | Posted on 2019-10-23 10:53:43 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 o... Read more.. 0
Business Virginia’s Blue Eagle CU Continues Digital Transformation Plan | Posted on 2019-10-24 08:56:51 Blue Eagle Credit Union ($156 million, Roanoke, Va.) moved closer to providing a “market of one” member experience with its selection of Chelsea, Mich. Mahalo Banking... Read more.. 0
Business Management Credit Union Proactivity Key to Thwarting Cyber Thieves | Posted on 2019-10-24 08:59:48 With 43% of cybersecurity attacks aimed at small businesses, credit unions must remain vigilant as cyber thieves are constantly working to undermine security protocols th... Read more.. 0
Business The Scariest Part of the Year - Budget Time | Credit Unions | Posted on 2019-10-25 09:14:45 Oak Tree delivers your compliant solutions in any format you need! Pre-printed for ease and marketing potential, web-based forms for online electronic devices and laser-g... Read more.. 0
Business Copyright Laws & Why You Should Stay Compliant | Posted on 2019-10-28 09:19:50 You might not think it, but copyright is a major part of compliance when it comes to credit unions. As the U.S. government states, under the copyright law, the creator of... Read more.. 0
Business Credit Union Products & Services | Oak Tree Business Systems, Inc | Posted on 2019-10-28 09:34:59 Grow your #CreditUnion with compliant lending documents and membership forms from Oak Tree Business Systems, Inc. No matter what your #FOM is, Oak Tree can customize a fo... Read more.. 0
Business Credit Unions and Shared Secured Loans | Posted on 2019-10-29 08:24:22 Do you have a marginally creditworthy member? Members who do not have an established credit history? A millennial perhaps? Why not turn them into a bonafide buyer with sh... Read more.. 0
Business Asked the Community to Help Donate Blood and They Stepped Up | Posted on 2019-10-30 08:14:22 successful blood drive sponsored by Oak Tree Business Systems, Inc. in collaboration with the Southern California Blood Bank was a HIT! Thank you to the many people who ... Read more.. 0
Business Credit Unions and Shared Secured Loans | Posted on 2019-10-31 09:57:08 Do you have a marginally creditworthy member? Members who do not have an established credit history? A millennial perhaps? Why not turn them into a bonafide buyer with sh... Read more.. 0
Business How Credit Unions Celebrated ICUDay in 2019 | Posted on 2019-11-01 10:02:20 International Credit Union Day, or also known as ICU Day, is a day all credit unions take the time to celebrate and recognize their achievements. Has anyone ever thought ... Read more.. 0
Business Credit Union Marketing Corner: 4 Best Benefits of Blogging | Posted on 2019-11-05 09:23:36 Blogging might not sound like an important aspect of a financial institution’s marketing efforts, but in fact blogging can be beneficial to your credit union and its me... Read more.. 0
Business CU Marketing Corner: 4 Best Benefits of Blogging | Posted on 2019-11-06 09:43:27 Blogging might not sound like an important aspect of a financial institution’s marketing efforts, but in fact blogging can be beneficial to your credit union and its me... Read more.. 0
Business Bank Vs Credit Union Mergers | Posted on 2019-11-13 12:53:29 In an article on Credit Union Journal, the topic of credit unions acquiring banks is something that has become more and more common. Ever wondered what why these type of ... Read more.. 0
World Affairs Credit Union World Kindness Day 2019 | Posted on 2019-11-13 12:56:04 When it comes to compliant forms and disclosures for credit unions, there is Oak Tree Business Systems, Inc. For more than 35 years, we have been the ones supplying the b... Read more.. 0
Business Management Bank vs Credit Union Mergers | Posted on 2019-11-13 09:47:48 In an article on Credit Union Journal, the topic of credit unions acquiring banks is something that has become more and more common. Ever wondered what why these type of ... Read more.. 0
Business Loan Zone: As New Loan Growth Plateaus, Credit Unions See Opportunitie | Posted on 2019-11-14 11:13:19 Technology, including social media, AI chatbots and branded apps, will lead the way in helping CUs grow market share. The economy has steadily grown since the recession ... Read more.. 0
Business Credit Union Forensic Analysis Forms | Posted on 2019-11-19 12:10:17 Get a no-cost forensic analysis on your credit union lending documents by a team of professionals that have been in the credit union industry for over 35 years. Get your ... Read more.. 0
Business Prepare for Holiday Shopping Season | Posted on 2019-11-19 09:17:51 As the weather cools down, members get ready for cold-weather activities. From snowboarding and skiing, to hockey, to running, to camping, or whatever... there can be a l... Read more.. 0
Business Credit Union Forms Samples | Posted on 2019-11-20 09:15:54 Oak Tree has perfected the art and science of building customized member-focused forms and disclosures for CUs. This creates a word of mouth buzz, attracting new members ... Read more.. 0
Business Credit Union Holiday Shopping Season | Posted on 2019-11-20 09:19:29 E-Sign Act The digital era has pushed the necessity of face-to-face encounters back a step. Paperwork and in-person meetings are rapidly becoming a thing of the past.... Read more.. 0
Business One-Offs vs. Campaign Strategy | Posted on 2019-11-25 10:34:31 With your credit union advertising, there are many roads to take when creating materials to promote your services to your field of membership. You may have a strong digit... Read more.. 0
Business Compliant Lending Forms and Solutions for Credit Unions | Posted on 2019-11-25 10:44:33 Covering all 50 states for over 35 years, Oak Tree Business Systems, Inc. can help your credit union with forms, lending documents, and marketing services. ???????? He... Read more.. 0
Business Maximizing Your Time at MAXX 2019 | Posted on 2019-11-28 12:09:56 There are certain events each year that the CU industry looks forward to. The Northwest Credit Union Association’s MAXX Event is definitely one of them! This event is a... Read more.. 0
Business CUES feat. Improve Your Members’ Experience Strategies | Posted on 2019-12-02 10:43:08 In a recent CUES Leadership Column, Improve Your Members’ Experience with Simple and Cost-Effective Strategies, Oak Tree`s CEO talks about the consistent efforts to mee... Read more.. 0
Business Inside Marketing: Improve The Member Experience | Posted on 2019-12-02 10:52:54 In an age of rapid digital advances, credit unions are committing significant resources to improve their members’ online and mobile experiences. With so much focus on i... Read more.. 0
Finances Prepare for Holiday Shopping Season | Credit Union Tips | Posted on 2019-12-03 10:44:05 As the weather cools down, members get ready for cold-weather activities. From snowboarding and skiing to hockey, to running, to camping, or whatever... there can be a lo... Read more.. 0
Business Which Came First: The Loan or the Member? | Posted on 2019-12-04 10:27:52 In the article Which Came First: The Loan or the Member?, it exemplifies the true fundamentals of what came first in the credit union world. Just like the saying, which ... Read more.. 0
Business Which Came First: The Loan or the Member | Posted on 2019-12-04 10:31:02 In the article Which Came First: The Loan or the Member? written by Richard Gallagher, CEO at Oak Tree Business Systems, Inc., exemplifies the true fundamentals of wha... Read more.. 0
Business Credit Union Marketing Corner: Credit Union Event Planning | Posted on 2019-12-05 10:39:26 Bringing your community together is an important part of serving your members with different opportunities to further their financial futures. A very popular way to do th... Read more.. 0
Business Hike the Hill, Credit Unions | Posted on 2019-12-09 10:36:04 What a year 2019 was for Hike the Hill. In May, we saw Oregon, Washington, and Idaho visit the Hill in an effort to help credit unions ensure their voices were heard from... Read more.. 0
Business Mortgage Lending Issue: First Time Home Buyers Tips | Posted on 2019-12-09 10:42:14 In a recent Credit Union Times article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., talks about the growth in first time home buyers, and why the... Read more.. 0
Business Forms Integration and Credit Union Mergers: What You Need to Know | Posted on 2019-12-10 10:47:55 In an article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc. exemplifies the true fundamentals of form integrations and credit union mergers. Ever w... Read more.. 0
Business CU Marketing Corner: Credit Union Event Planning | Posted on 2019-12-10 10:51:47 Bringing your community together is an important part of serving your members with different opportunities to further their financial futures. A very popular way to do th... Read more.. 0
Business Business Membership | MBL or Commercial Forms for Credit Unions | Posted on 2019-12-11 10:21:10 Credit unions build their community with business memberships and MBL/Commercial lending opportunities. Oak Tree offers customized Print & Digital Lending packages to cre... Read more.. 0
Business Forms Integration and Credit Union Mergers: What You Need to Know | Posted on 2019-12-11 10:25:44 In an article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc. exemplifies the true fundamentals of form integrations and credit union mergers. Ever w... Read more.. 0
Business Top 50 Credit Unions in 2019 | Posted on 2019-12-16 09:21:13 A credit union is more than a financial institution. It is a unit of people supporting each other and is there for their members for every financial situation good or bad... Read more.. 0
Business Compliant Says As Compliant Does | Posted on 2019-12-16 09:26:44 Working in a credit union, accidents on forms could happen quite regularly and can be overlooked in some matters. Being able to recognize, catch, and prioritize how it ca... Read more.. 0
Business Credit Union Forms by Any Other Name | Posted on 2019-12-17 11:07:01 When running a business, the last thing anyone wants is a setback. Minimizing this risk is key, and can be taken care of with the right training, leadership, and complian... Read more.. 0
Business Forms by Any Other Name | Posted on 2019-12-18 10:22:05 When running a business, the last thing anyone wants is a setback. Minimizing this risk is key, and can be taken care of with the right training, leadership, and complian... Read more.. 0
Marketing CU Marketing Corner: Branding Basics for Your Credit Union | Posted on 2019-12-24 12:35:32 Creating a brand for your credit union is much more than just a logo design. Branding is an opportunity for your financial institution to create a cohesive identity that ... Read more.. 0
Finances How To Review a Vendor Oak Tree Business Systems | Posted on 2019-12-24 12:55:09 Credit unions often need to reach out and partner with vendors for different services. We often come across vendors that we have an opinion of our experience. Here are so... Read more.. 0
Business Forms Integration and Credit Union Mergers: What You Need to Know | Posted on 2019-12-25 01:24:09 In an article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc. exemplifies the true fundamentals of form integrations and credit union mergers.... Read more.. 0
Business Due Diligence Steps for Cloud Storage and Data Processor Storage | Posted on 2019-12-25 01:27:19 Due diligence is the number one most important step any C-level executive has to complete in order to move forward with an agreement or contract with a third-party vendor... Read more.. 0
Business ITIN Lending & Compliance: Cutting Through the Fog | Posted on 2020-01-02 10:34:41 In a Credit Union Times Expert Opinion Column, ITIN Lending & Compliance: Cutting Through the Fog, Oak Tree`s CEO talks about ITIN Lending, and how it represents growth o... Read more.. 0
Business Disclosure Pitfalls; Dos and Don’ts of Credit Union Disclosures | Posted on 2020-01-03 10:59:55 A fascinating topic that we all love to talk about is disclosures. Disclosure regulations do change every so often, so credit unions must make sure that their small print... Read more.. 0
Business Disclosure Pitfalls: Dos and Don’ts of Credit Union Disclosures | Posted on 2020-01-03 11:04:00 A fascinating topic that we all love to talk about is disclosures. Disclosure regulations do change every so often, so credit unions must make sure that their small print... Read more.. 0
Business Credit Union Marketing Corner 17 – PPC and AdWords Benefits | Posted on 2020-01-06 10:38:07 Marketing techniques are shifting and changing with the evolution of technology. Pay-per-click advertising is a widespread popular tool in Search Engine Optimization (SEO... Read more.. 0
Business The Empowerment of Credit Union Leaders & Credit Union Vendors | Posted on 2020-01-06 10:42:02 At Oak Tree we lead the credit union industry with compliant forms and disclosures to help your credit union grow and succeed. ... Read more.. 0
Marketing CU Marketing Corner | Dealing with Bad Reviews for SEO | Posted on 2020-01-07 11:09:01 The classic saying, “Any press is good press” continues to become more and more false with the reliance on online reviews to influence patrons. With the emergence of ... Read more.. 0
Finances Budgeting for Retirement | Posted on 2020-01-07 11:18:32 Are your members budgeting for retirement? If not, one of your products could help. Your membership forms package facilitates sign-up for checking and savings accounts, b... Read more.. 0
Business Credit Unions vs. Banks Infographic | Posted on 2020-01-08 10:36:43 Click Here for the interactive Oak Tree Advantage - Credit Unions Vs. Banks #OpenYourEyesToACreditUnion #CreditUnionvsBanks... Read more.. 0
Business Avoid Fines at Your Credit Union | Posted on 2020-01-08 10:40:07 JP Morgan Chase Bank is not necessarily feeling the love from the CFPB. They were levied a 4.6 million dollar fine by the bureau. It all stems from bad policy and complia... Read more.. 0
Society Humanitarian Highlight 1/9: A Reason to Smile - Oak Tree Business Syst | Posted on 2020-01-09 10:48:31 Hello, hello!! Welcome back to another #HumanitarianHighlight everyone! Thank you to all who have created such a positive impact in their community and who keep striving ... Read more.. 0
Marketing CU Marketing Corner | Dealing with Bad Reviews for SEO | Posted on 2020-01-09 10:50:33 The classic saying, “Any press is good press” continues to become more and more false with the reliance on online reviews to influence patrons. With the emergence of ... Read more.. 0
Finances Credit Union Forms Disclosures | Posted on 2020-01-13 10:24:11 Each credit union is unique in its field of memberships. Meaning not all their lending forms and application disclosures are the same.... Read more.. 0
Business Oak Tree Business Systems, Inc. Consumer Lending | Posted on 2020-01-13 10:28:24 Consumer Lending Documents for Credit Unions. Oak Tree provides customizable consumer lending documents that follow both state and federal regulations. When it comes to l... Read more.. 0
Marketing CU Marketing Corner - Getting Members into the Financial Fitness Gym | Posted on 2020-01-14 10:24:07 Credit Unions and gyms have a few big things in common: Encouragement, Community, and Wellness. Marketing Credit Unions seems like it should be a simple enough task due t... Read more.. 0
Finances How to Introduce Youth to Credit Unions | Posted on 2020-01-15 03:11:24 As a kid, do you remember wanting a toy or game everyone had, but your parents said no? Then when you got your allowance from chores or celebrations, you would tuck that ... Read more.. 0
Business Flood Insurance and Spanish-Speaking Population | Posted on 2020-01-15 10:39:04 In an article posted by Credit Union Times, explains the importance of staying on top of the new changes to the National Flood Insurance Program (NFIP). Staying connected... Read more.. 0
Business Getting Members into the Financial Fitness Gym | Posted on 2020-01-15 10:43:21 Credit Unions and Gyms have a few big things in common: Encouragement, Community, and Wellness. Marketing Credit Unions seems like it should be a simple enough task due t... Read more.. 0
Finances A NEW YEAR, a New LENDING Chance! | Posted on 2020-01-21 10:14:28 Turning over the pages of your calendar from year to year or in this case, turning over into a new decade may be a great time to reassess your documents and forms.... Read more.. 0
Marketing Credit Union Auto Loans Marketing | Posted on 2020-01-21 10:32:24 Auto loans are a big opportunity for your credit union to help your members with lower rates and fees than big banks. ... Read more.. 0
Marketing Credit Union Auto Loans Marketing | Posted on 2020-01-21 10:33:48 Auto loans is a big opportunity for your credit union to help your members with lower rates and fees than big banks. ... Read more.. 0
Business How Do Bank Mergers Benefit My Credit Union? | Posted on 2020-01-23 02:09:11 There have been many challenges and changes to the credit union environment with new regulations, new challenges, new members, new boards, and new mergers.... Read more.. 0
Business Know Before You Owe: Overdraft Protection Tips for Your Members | Posted on 2020-01-23 11:09:17 Nothing is more disheartening to a member than checking their account balance and finding it in the red. That negative sign before an account balance does something to a ... Read more.. 0
Business A NEW YEAR, a New LENDING Chance! | Posted on 2020-01-24 10:34:03 Turning over the pages of your calendar from year to year or in this case, turning over into a new decade may be a great time to reassess your documents and forms.... Read more.. 0
Business The Oak Tree Advantage: Compliance Today and Tomorrow | Posted on 2020-01-24 10:39:29 Check out our Oak Tree Advantage: Compliance Today and Tomorrow and learn all of the awesome things happening in the financial industry!... Read more.. 0
Business Privacy and Compliance with Consumer Data | Posted on 2020-01-24 10:43:34 Are you handling your members’ data correctly? Oftentimes when we think of compliance, forms immediately come to mind. We know the importance of maintaining compliance ... Read more.. 0
Business Spanish Forms For Credit Unions | Posted on 2020-01-27 10:51:23 Take the opportunity to offer the Spanish-speaking community compliant forms. Oak Tree provides your credit union a certification verifying the translation of your forms ... Read more.. 0
Business Management Oak Tree Featured in CU Times: Limitless Loan Opportunities | Posted on 2020-01-27 10:56:49 In the Credit Union Times Expert Opinion Column, Set Up Your Credit Union for Limitless Loan Opportunities, Oak Tree`s CEO talks about the analysis of why credit unions ... Read more.. 0
Business A Chance for Change! | Posted on 2020-01-28 10:33:44 Consumer deposits as well as EFA Act amendments are changing in 2020. These changes affect inflation and inclusion for current & potential members, as well as lending hol... Read more.. 0
Business How Long Should Online Forms Really Take? | Posted on 2020-01-28 10:44:11 Imagine this…you are sitting down filling out a loan application online, and it keeps reiterating the same questions in a different format each time, AND there is a tim... Read more.. 0
Business A Chance for Change! | Posted on 2020-01-29 10:35:53 Membership Regulation Changes Electronic fund transfer regulations are also key to keep your members informed of your CU policy. Regulation E relates to preventative meas... Read more.. 0
Business Day to Day Regulation Z | Posted on 2020-01-29 10:40:26 In a Credit Union Times article, written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., discusses some points to consider when talking about Regulations Z ... Read more.. 0
Business Credit Union Membership Strategies | Posted on 2020-01-30 11:07:03 In a Credit Union Times Expert Opinion Column, Engage Members by Inviting Them to Play, Oak Tree`s CEO talks about the analysis of why credit unions should engage with th... Read more.. 0
Business Credit Union Marketing Corner: SWOT Analysis | Posted on 2020-02-03 10:53:24 There comes a time when your credit union might be stuck, not seeing any results or any change. A time when you can take a step back to assess your position to get creati... Read more.. 0
Business Management Credit Union Merger? Oak Tree is the Answer. | Posted on 2020-02-04 10:07:38 Credit union mergers can bring about a time of uncertainty during the transition. Everything can seem upended. There are new systems to integrate, policies to be revised,... Read more.. 0
Business Life Abbreviated | Posted on 2020-02-05 11:11:45 It’s just ADIP (another day in paradise) in the credit union industry. Let’s step AFK (away from keyboard) to dig deep into abbreviations and their history. Let’s g... Read more.. 0
Business Management Listening...One...Two...Three | Posted on 2020-02-05 11:14:29 I look around the room and stare at each one of my employees going on and on about what new trends we should be implementing in the company. Everything that my employees ... Read more.. 0
Business Listening...One...Two...Three | Posted on 2020-02-06 11:13:52 I look around the room and stare at each one of my employees going on and on about what new trends we should be implementing in the company. Everything that my employees ... Read more.. 0
Business Credit Union Merger? Oak Tree is the Answer. | Posted on 2020-02-06 11:24:10 Credit union mergers can bring about a time of uncertainty during the transition. Everything can seem upended. There are new systems to integrate, policies to be revised,... Read more.. 0
Business Stepping into Management’s Shoes | Posted on 2020-02-10 10:35:35 With millennials taking on more responsibilities in the work place and proving their merit it is important to look at this crop of new leaders.... Read more.. 0
Finances MLA Deadline for Credit Cards is Effective Now | Posted on 2020-02-11 10:15:33 MLA Deadline for Credit Cards Is Effective Now! That was 2017 and since then we still see changes and when those arise you can be sure that Oak Tree Business Systems, Inc... Read more.. 0
Finances I Owe How Much???? | Posted on 2020-02-11 10:22:14 Student debt is an issue that many people face after graduation. It may take a year to pay it all off or years and years… It still needs to get done.... Read more.. 0
Business Copyright Laws & Why You Should Stay Compliant | Posted on 2020-02-12 10:38:22 You might not think it, but copyright is a major part of compliance when it comes to credit unions. As the U.S. government states, under the copyright law, the creator of... Read more.. 0
Business MLA Deadline for Credit Cards | Posted on 2020-02-13 11:00:15 MLA Deadline for Credit Cards Is Effective Now! That was 2017 and since then we still see changes and when those arise you can be sure that Oak Tree Business Systems, Inc... Read more.. 0
Marketing Put a Little Love in Your Forms | Posted on 2020-02-18 10:36:57 Credit cards are a necessity for a growing financial journey. Members rely on credit union services to increase credit scores and to access financial education. ... Read more.. 0
Marketing Put a Little Love in Your Forms | Posted on 2020-02-18 11:07:31 Credit cards are a necessity for a growing financial journey. Members rely on credit union services to increase credit score, and to access financial education. ... Read more.. 0
Business CUES feat. Improve Your Members’ Experience Strategies | Posted on 2020-02-19 10:46:07 In a CUES Leadership Column, Improve Your Members’ Experience with Simple and Cost-Effective Strategies, Oak Tree`s CEO talks about the consistent efforts to meet and e... Read more.. 0
Business Mortgage Lending Issue: First Time Home Buyers Tips | Posted on 2020-02-19 10:51:16 In a Credit Union Times article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., talks about the growth in first time home buyers, and why the indust... Read more.. 0
Society Humanitarian Highlight 2/20/2020: Pure Souls | Posted on 2020-02-20 10:30:23 Hello, hello! We hope you all have had a great week so far and have accomplished any goals you may have had. Our #HumanitarianHighlight for this week is one of a kind, an... Read more.. 0
Marketing Staying Ahead of the Game by Richard Gallagher | Posted on 2020-02-26 12:49:12 Check out this new article by Richard Gallagher, CEO of Oak Tree Business Systems, inc.! As controversial as stress testing may be to some it is an important aspect of th... Read more.. 0
Business Compliant Says As Compliant Does | Posted on 2020-02-26 10:33:37 Compliant (adjective): inclined to agree with others or obey rules, especially to an excessive degree; acquiescent. How well do you know your forms or disclosures? Have y... Read more.. 0
Business Compliant Says As Compliant Does | Posted on 2020-02-26 10:35:16 Compliant (adjective): inclined to agree with others or obey rules, especially to an excessive degree; acquiescent. How well do you know your forms or disclosures? Have y... Read more.. 0
Business Management Forms Integration and Credit Union Mergers: What You Need to Know | Posted on 2020-02-26 10:48:54 In an article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc. exemplifies the true fundamentals of form integrations and credit union mergers.... Read more.. 0
Business Humanitarian Highlight 2/27/2020: A New Way to Flourish | Posted on 2020-02-27 10:37:33 #HumanitarianHighlight is finally here, and we couldn’t be more excited to share what each of the credit unions who are listed down below has done to create such a posi... Read more.. 0
Business The Truth About The Taxpayer First Act (“TFA”) | Posted on 2020-03-02 11:01:32 Readers beware of FAKE NEWS; there are hundreds of rules & regulations your credit union is constantly required to abide by – and it’s a full-time job!... Read more.. 0
Legal Credit Union Regulatory and Legislative Outlook | Posted on 2020-03-03 10:32:26 The NCUA and CFPB are constantly in motion which changes state regulations that might affect your credit union. Oak Tree makes updates and keeps your forms compliant for ... Read more.. 0
Legal Compliant Madness, Credit Union Madness | Posted on 2020-03-03 10:40:24 Are you doing everything to stay compliant? If not, it could cost you. The lesser end of the consequence spectrum could mean a fine of several thousand dollars. More seri... Read more.. 0
Business Due Diligence Steps for Cloud Storage and Data Processor Storage | Posted on 2020-03-04 10:49:36 Due diligence is the number one most important step any C-level executive has to complete in order to move forward with an agreement or contract with a third-party vendor... Read more.. 0
Finances Budgeting for Retirement | Posted on 2020-03-04 10:51:47 Are your members budgeting for retirement? If not, one of your products could help. Your membership forms package facilitates sign-up for checking and savings accounts, b... Read more.. 0
Business Humanitarian Highlight 3/5/2020: WE GOT THIS! | Posted on 2020-03-05 11:16:19 We are back with a brand new #HumanitarianHighlight! This week, we provided our #CUfamily with many different types of positive acts that credit unions have accomplished.... Read more.. 0
Business Compliant Madness, Credit Union Madness | Posted on 2020-03-05 11:23:05 Are you doing everything to stay compliant? If not, it could cost you. The lesser end of the consequence spectrum could mean a fine of several thousand dollars. More seri... Read more.. 0
Business Credit Unions vs. Banks Infographic | Posted on 2020-03-05 11:36:14 Click Here for the interactive Oak Tree Advantage - Credit Unions Vs. Banks #OpenYourEyesToACreditUnion #CreditUnionvsBanks... Read more.. 0
Finances TAXPAYER FIRST ACT PUBLIC LAW 116-25 – JULY 1, 2019 | Posted on 2020-03-09 09:38:34 On the 6th day of June, 2019 the House of Representatives introduced H.R. 3151 (the short title being the “Taxpayer First Act”). The House proceeded with a brief deba... Read more.. 0
Business CUNA GAC 2020 Recap | Posted on 2020-03-09 09:41:50 We had such a great time at #CUNAGAC during the #CUNAGAC2020. So many great #CreditUnions came to our booth and found time to discuss the important topics of compliant do... Read more.. 0
Business Management Carne Asada and Forms: Why Quality Matters for Both | Posted on 2020-03-10 09:29:33 Carne asada. Just saying this word automatically brings to mind all the delicious sides and toppings that go together to complete the ultimate carne asada experience.... Read more.. 0
Business Don’t Let Your Guard down When It Comes to Compliance | Posted on 2020-03-10 09:35:43 As dry subjects go, there aren’t many topics more arid than regulatory compliance. It’s virtually the Mojave Desert of subject matter.... Read more.. 0
Finances How to Introduce Youth to Credit Unions | Posted on 2020-03-10 09:40:26 As a kid, do you remember wanting a toy or game everyone had, but your parents said no? Then when you got your allowance from chores or celebrations, you would tuck that ... Read more.. 0
Finances Lending Checklist for Credit Unions | Posted on 2020-03-11 09:34:55 Have you heard the good news? Credit union lending is on the rise. In 2018, many credit unions outsold banks. That’s right. According to the latest Federal Reserve repo... Read more.. 0
Business Management Carne Asada and Forms: Why Quality Matters for Both | Posted on 2020-03-11 09:38:25 Carne asada. Just saying this word automatically brings to mind all the delicious sides and toppings that go together to complete the ultimate carne asada experience. So ... Read more.. 0
Business Why Credit Unions Should Be Marketing to Younger Members | Posted on 2020-03-16 09:40:17 In a recent CUES article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., exemplifies the growth fundamentally everyone should be aware of.... Read more.. 0
Marketing Inside Marketing: Appealing To Younger Members | Posted on 2020-03-17 09:37:43 The average age of a credit union member worldwide is mid-to-late 40s: In Canada, the median age is 53; in Australia, the United Kingdom and U.S., it’s 47.... Read more.. 0
Finances Forms Madness for Credit Unions | Posted on 2020-03-17 09:43:29 Home Equity Lending programs are our specialty, Closed-End, and Open-End Home Equity Lending (including Open-End lending in Texas!). Credit unions, examiners, and attorne... Read more.. 0
Business ITIN Lending & Compliance: Cutting Through the Fog | Posted on 2020-03-17 09:47:31 In a Credit Union Times Expert Opinion Column, ITIN Lending & Compliance: Cutting Through the Fog, Oak Tree`s CEO talks about ITIN Lending, and how it represents growth o... Read more.. 0
Business Overdraft Protection: Did You Digitally Forget Something? | Posted on 2020-03-18 09:39:06 The digital age is here to stay. Electronic devices like phones and tablets have almost become extensions of ourselves. We use them for work, life, and play (come on, you... Read more.. 0
Finances Forms Madness | Credit Union Lending | Posted on 2020-03-18 09:48:21 Home Equity Lending programs are our specialty, Closed-End, and Open-End Home Equity Lending (including Open-End lending in Texas!). Credit unions, examiners, and attorne... Read more.. 0
Business Humanitarian Highlight 3/19/2020: Luck of the CU | Posted on 2020-03-19 10:14:22 Hello everyone! We hope you are all doing well and are getting ready to finish up the week strong. The #HumanitarianHighlight this week is special, and we hope you feel i... Read more.. 0
Marketing CU Marketing Corner: How to Keep Up with Marketing Trends | Posted on 2020-03-23 10:10:58 Awareness is a powerful tool in growing your credit union. It takes a lot of effort to consistently stay up to date with current trends in the credit union industry, let ... Read more.. 0
Marketing Forms Madness | Celebrate Great Compliance | Posted on 2020-03-23 10:38:41 It used to be that when anyone talked about forms, pre-printed versions immediately came to mind. Although pre-printed forms are still a vital component, the era of laser... Read more.. 0
Marketing Forms Madness | Celebrate Great Compliance | Posted on 2020-03-23 10:51:39 It used to be that when anyone talked about forms, pre-printed versions immediately came to mind. Although pre-printed forms are still a vital component, the era of laser... Read more.. 0
Finances Why Members Switch Financial Institutions | Posted on 2020-03-24 10:22:29 With apps, websites, customer relationship analytics and the changing needs of multiple generations, financial institutions are feeling the pinch. Consumers are using the... Read more.. 0
Finances CU Times: Limitless Loan Opportunities | Posted on 2020-03-24 10:25:43 In a recent Credit Union Times Expert Opinion Column, Set Up Your Credit Union for Limitless Loan Opportunities, Oak Tree`s CEO talks about the analysis of why credit uni... Read more.. 0
Finances Know Before You Owe: Overdraft Protection Tips for Your Members | Posted on 2020-03-26 11:09:59 Nothing is more disheartening to a member than checking their account balance and finding it in the red. That negative sign before an account balance does something to a ... Read more.. 0
Legal Compliant Consumer Lending Forms for Credit Unions | Posted on 2020-03-30 11:22:05 Credit Card and consumer loan programs are primary lending products for members! Always provide compliant forms and disclosures to keep you and your members compliant dur... Read more.. 0
Finances How does your credit union stack up? | Posted on 2020-03-30 11:34:53 Oak Tree had an article featured in the CU Times magazine. The article highlights the current landscape of mobile banking and the concerns that credit unions may have reg... Read more.. 0
Advice A Positive Message During COVID-19 | Posted on 2020-04-01 09:38:37 We know the world is going through a hard time with the COVID-19 pandemic, so we at Oak Tree wanted to give you some ideas and share fun things to do to keep you smiling ... Read more.. 0
Advice A Positive Message During COVID-19 | Posted on 2020-04-01 09:43:30 We know the world is going through a hard time with the COVID-19 pandemic, so we at Oak Tree wanted to give you some ideas and share fun things to do to keep you smiling ... Read more.. 0
Business Why Members Switch Financial Institutions | Posted on 2020-04-06 09:33:49 In a recent Credit Union Times article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., talks about the causes of why members decide to switch financ... Read more.. 0
Finances Credit Union Forms: National Credit Union Youth Month Benefits for Mem | Posted on 2020-04-07 09:13:25 The month of April is an important time of year for credit unions. National Credit Union Youth Month is an opportunity for credit unions to gain a new generation of membe... Read more.. 0
Finances National Credit Union Youth Month Benefits for Member Growth | Posted on 2020-04-07 09:19:42 The month of April is an important time of year for credit unions. National Credit Union Youth Month is an opportunity for credit unions to gain a new generation of membe... Read more.. 0
Finances These 4 Things Keep Credit Union Members Happy | Posted on 2020-04-07 09:47:26 So how do you keep members engaged so they keep coming back for your products and services first every time? The answers may surprise you, but they shouldn’t. In order ... Read more.. 0
Finances Paycheck Protection Program & MBL Loans - Compliance Bulletin | Posted on 2020-04-08 09:49:12 As a valued credit union, we wanted to inform you that Oak Tree is putting together a COVID-19 component for the commercial MBL package, free to our customers who use our... Read more.. 0
Finances PPP Loans & MBL - Urgent Credit Union Compliance Bulletin | Posted on 2020-04-08 10:18:02 As a valued credit union, we wanted to inform you that Oak Tree is putting together a COVID-19 component for the commercial MBL package, free to our customers who use our... Read more.. 0
Finances MBL Lending - P3 Loans - Urgent Compliance Bulletin | Posted on 2020-04-08 10:26:44 As a valued credit union, we wanted to inform you that Oak Tree is putting together a COVID-19 component for the commercial MBL package, free to our customers who use ou... Read more.. 0
Legal Courts Make Two Decisions Affecting Credit Unions | Posted on 2020-04-13 09:14:52 The NCUA’s authority to amend the rules surrounding the field of membership is upheld, expanding the communities credit unions will be able to serve. Staying informed a... Read more.. 0
Finances Why Members Switch Financial Institutions | Posted on 2020-04-15 02:29:05 With apps, websites, customer relationship analytics and the changing needs of multiple generations, financial institutions are feeling the pinch. Consumers are using the... Read more.. 0
Finances Spring Into Lending Credit Union Documents and Regulations | Posted on 2020-04-15 02:37:19 To all of our customers: for clarification on how to use this form, please do not hesitate to contact us. We are here to help your credit union provide the best services ... Read more.. 0
Finances Spring Into Lending Credit Union Forms Solutions | Posted on 2020-04-15 02:45:45 To all of our customers: for clarification on how to use this form, please do not hesitate to contact us. We are here to help your credit union provide the best services ... Read more.. 0
Business Listening...One...Two...Three | Posted on 2020-04-16 10:50:00 I look around the room and stare at each one of my employees going on and on about what new trends we should be implementing in the company. Everything that my employees ... Read more.. 0
Business I Owe How Much???? | Posted on 2020-04-16 10:54:24 Student debt is an issue that many people face after graduation. It may take a year to pay it all off or years and years… It still needs to get done. Did you know that ... Read more.. 0
Career Quality of Life | Posted on 2020-04-17 09:41:44 Make no mistake - "Quality of Life" drives us all. Our actions each day, sleeping, walking, eating, working, exercising, socializing, and so very much more, are all motiv... Read more.. 0
Business Quality of Life Credit Unions | Posted on 2020-04-17 09:47:08 Make no mistake - "Quality of Life" drives us all. Our actions each day, sleeping, walking, eating, working, exercising, socializing, and so very much more, are all motiv... Read more.. 0
Business Support From Your Local Credit Union Member Support | Posted on 2020-04-17 09:51:25 CreditUnions are essential financial pillars of the community and your members rely on you for your positivity and support in uncertain times. ???????? ... Read more.. 0
Business Humanitarian Highlight 4/16/2020: Keeping it Positive | Posted on 2020-04-20 09:40:59 Well, hello #CUfamily! Welcome back to another #HumanitarianHighlight on this gorgeous Thursday. We hope everyone has stayed healthy during this hard time and just know t... Read more.. 0
Marketing Credit Union Marketing Corner: Tips and Tools for Local SEO | Posted on 2020-04-20 10:06:37 As a credit union, you have a unique advantage when using online and digital tools to promote your business and grow lending, membership, etc. A field of membership gives... Read more.. 0
Business How to Adjust Your CU Marketing Strategy During COVID-19 | Posted on 2020-04-20 10:10:01 The pandemic virus that is currently making its way around the globe is inevitably affecting everyone. As your member’s lives have been unexpectedly uprooted, so have t... Read more.. 0
Business Support From Your Local Credit Union Member Support | Posted on 2020-04-20 10:13:32 Credit Unions are essential financial pillars of the community and your members rely on you for your positivity and support in uncertain times.... Read more.. 0
Business Spring Into Lending - Credit Unions | Posted on 2020-04-22 09:48:37 Your membership has a chance to grow and reach underserved areas of many communities, including alternative language speaking communities! Better banking is for all curre... Read more.. 0
Business Spring Into Lending | Posted on 2020-04-22 09:55:17 Your membership has a chance to grow and reach underserved areas of many communities, including alternative language speaking communities! Better banking is for all curre... Read more.. 0
Home Management Mortgage Lending Issue: First Time Home Buyers Tips | Posted on 2020-04-22 09:58:52 In a Credit Union Times article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., talks about the growth in first time home buyers, and why the indust... Read more.. 0
Business Launching a Credit Card Push at Your Credit Union | Posted on 2020-04-22 10:06:25 Now with that being said, there are many companies out there including credit unions who have endured this inclination of wants from their members, which have entitled a ... Read more.. 0
Business Dynamic Nature of Regulatory Compliance | Posted on 2020-04-22 10:10:13 In the world of financial institutions, regulations and policies are ever-changing and it can become a challenge to remain abreast of those changes. New federal consumer ... Read more.. 0
Business Credit Union Marketing Corner: Tips and Tools for Local SEO | Posted on 2020-04-23 09:50:25 As a credit union, you have a unique advantage when using online and digital tools to promote your business and grow lending, membership, etc. A field of membership gives... Read more.. 0
Society Humanitarian Highlight 4/23/2020: Renew | Posted on 2020-04-27 10:07:25 Hello everyone, and welcome back for another #HumanitarianHighlight! With so much craziness going on in the world, it’s important to find some positivity! If that’s w... Read more.. 0
Women's Interest The Power of Women in the Work Industry | Posted on 2020-04-27 10:23:56 Women have come a long way in the workforce. They have undergone many challenges in fighting for the right to work, fighting for equal pay, and making a stand in not back... Read more.. 0
Finances Lending Checklist for Credit Unions | Posted on 2020-04-27 10:26:46 Have you heard the good news? Credit union lending is on the rise. In 2018, many credit unions outsold banks. That’s right. According to the latest Federal Reserve repo... Read more.. 0
Business Dynamic Nature of Regulatory Compliance | Posted on 2020-04-27 10:29:59 In the world of financial institutions, regulations and policies are ever-changing and it can become a challenge to remain abreast of those changes. New federal consumer ... Read more.. 0
Business Spring Into Lending - Credit Unions | Posted on 2020-04-27 10:40:46 Your membership has a chance to grow and reach underserved areas of many communities, including alternative language speaking communities! Better banking is for all curre... Read more.. 0
Finances Lending Checklist for Credit Unions | Posted on 2020-04-29 09:14:34 Awareness. Are your members aware of the different types of loans you offer? Each member has the potential to become a new loan customer. Make sure your staff is in tune ... Read more.. 0
Finances Risk-Based Lending, Pricing, and Compliance | Posted on 2020-04-29 09:17:03 The fundamentals of risk-based lending. The best way to know how to steer away from this tricky topic is to follow these steps accordingly.... Read more.. 0
Finances Compliant Says As Compliant Does | Posted on 2020-04-29 09:20:49 Compliant (adjective): inclined to agree with others or obey rules, especially to an excessive degree; acquiescent. How well do you know your forms or disclosures? Have y... Read more.. 0
Finances Day to Day Regulation Z | Posted on 2020-04-29 09:28:21 In a Credit Union Times article, it discusses some points to consider when talking about Regulations Z and Credit Unions. With different scenarios occurring every so ofte... Read more.. 0
Business Terms, Conditions, and Disclosures: Credit Unions vs. Banks | Posted on 2020-04-30 09:56:48 Regulations over the past decade have forced financial institutions to more clearly disclose their terms and conditions. For many, this has revealed bait-and-switch tacti... Read more.. 0
Business Humanitarian Highlight 4/30/2020: Aspire | Posted on 2020-04-30 10:54:39 Hello! Are you hyped for another #HumanitarianHighlight? We are! With so much chaos in the world, it can be helpful to look on the bright side of things. If you or a cred... Read more.. 0
Marketing 4 Benefits of Video Marketing - Credit Union Strategy | Posted on 2020-05-04 10:15:53 What are the 4 major benefits of having video marketing content? ???? ... Read more.. 0
Business Home Mortgages - Credit Union Lending | Posted on 2020-05-04 10:35:21 With warmer weather approaching, it is time to start thinking about your members and their homes. They have dreams, after all. Maybe they dream of a strong new roof, a mo... Read more.. 0
Business Embracing the Member Experience Amidst the Coronavirus Pandemic | Posted on 2020-05-13 03:19:03 In a recent CUES article written by Richard Gallagher, CEO at Oak Tree Business Systems, Inc., exemplifies the importance of making sure your members feel secure and impo... Read more.. 0
Marketing Life Imitates Social Media: How Credit Unions Can Remain Relatable | Posted on 2020-05-13 03:27:21 A whopping seven-in-ten Americans are active on social media. On Facebook alone, 75% of users check their accounts at least once a day. As popular social media platforms ... Read more.. 0
Business Dynamic Nature of Regulatory Compliance | Posted on 2020-05-13 03:44:32 In the world of financial institutions, regulations and policies are ever-changing and it can become a challenge to remain abreast of those changes. New federal consumer ... Read more.. 0
Business Dynamic Nature of Regulatory Compliance | Posted on 2020-05-13 03:49:11 In the world of financial institutions, regulations and policies are ever-changing and it can become a challenge to remain abreast of those changes. New federal consumer ... Read more.. 0
Leadership Humanitarian Highlight 5/28/2020: Happiness | Posted on 2020-05-28 09:28:15 Hello everyone, and welcome back to another #HumanitarianHighlight! We hope you are all safe and healthy during this rough time. What have you all been up to? When scroll... Read more.. 0
Leadership Humanitarian Highlight 5/28/2020: Happiness | Posted on 2020-05-28 09:29:28 Hello everyone, and welcome back to another #HumanitarianHighlight! ... Read more.. 0