A Consumer-First Approach to Overdrafts

November 26 , 2024

A free webinar brought to you by CUNA Strategic Services and ADVANTAGE.

Featured Speakers: Jessica Pickett, Senior Implementation Manager, and Sean York, Regional Director 

As regulatory expectations evolve and consumer needs shift, it’s crucial for credit unions to adapt. Are you meeting the growing demands of your members, or are you simply assuming you are? A consumer-first approach is no longer optional – it’s essential for remaining competitive in today’s financial landscape.

In this on-demand webinar, learn how to design an overdraft strategy that puts member needs at the center, helping your credit union build trust, mitigate reputational risks, and drive sustainable growth. By adopting a more tailored approach, you’ll ensure long-term success while providing exceptional service to your members.

Watch to discover how to:

• Prioritize Member Needs: Understand how to respond and adapt to changing member expectations, keeping your credit union relevant and trusted.
• Embrace a Consumer-First Overdraft Strategy: Explore alternatives to traditional DIY and algorithm-based models to reduce risk and enhance service delivery.
• Align with Today’s Best Practices: Gain actionable insights to safeguard your credit union’s reputation and foster lasting member relationships.

About Advantage

ADVANTAGE, powered by JMFA, is dedicated to empowering financial institutions with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, checking account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection. With a rich history of serving credit unions nationwide, we are committed to delivering exceptional value and fostering long-lasting partnerships. Choose ADVANTAGE, to elevate your performance, identify new opportunities, and build more value.