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Emerging Trends Driving Digital Transformation

https://ccua.com/events/emerging-trends-driving-digital-transformation/

Learn about the major trends that will shape financial services in 2021 and beyond, including uncertain macroeconomic and regulatory environments, growing competition from fintechs and digital giants, increased wallet-spreading among financial consumers, and changing workforce demands.Monday, April 26th 10-11 AM PT...

Type: Events - CUBOS

Event Date: April 26, 2021, PT

Data Insights: Credit Union Panel Discussion on Data Insights

https://ccua.com/events/data-insights-credit-union-panel-discussion-on-data-insights/

Join a panel of credit union leaders who will share their journeys to capture and harness data, creating value for their business owner members.

Type: Events - CUBOS

Event Date: April 28, 2022, EDT

Increasing Relationship Manager Resilience: Driving Digital Dexterity on the Frontline

https://ccua.com/events/increasing-relationship-manager-resilience-driving-digital-dexterity-on-the-frontline/

On November 20, 2020 Gartner shared information with CUBOS member credit unions. The COVID-19 crisis has pushed banks to sustain and increase investments in technology, especially around the frontline. However, Gartner data indicates that Relationship Manager’s Digital Dexterity – their...

Type: Events - CUBOS

Event Date: November 20, 2020, EST

Member Needs in Current Challenging Environment

https://ccua.com/events/member-needs-in-current-challenging-environment/

Based on surveys administered by Gartner both before and during the pandemic, we will focus on how financial consumer behaviours and needs evolved during 2020 and what these changes, or lack thereof, will mean for leaders now and moving forward.Wednesday,...

Type: Events - CUBOS

Event Date: May 26, 2021, PT

New Skills for Technology Adoption

https://ccua.com/events/new-skills-for-technology-adoption/

Learn common pitfalls to avoid to drive and sustain technology adoption, key steps to optimize the impact of tech usage and best practices from peers who are successfully creating value from tech adoption on the frontline.Monday, May 10th 10-11 AM PT...

Type: Events - CUBOS

Event Date: May 10, 2021, PT

Accelerating Agile-Like Principles for Faster Ways of Working

https://ccua.com/events/accelerating-agile-like-principles-for-faster-ways-of-working/

On December 2, 2020 Gartner shared information with CUBOS member credit unions. Financial services leaders have been trying to instill an agile approach across their organizations but consistently cite culture as a barrier to widespread adoption despite extensive change management efforts....

Type: Events - CUBOS

Event Date: December 2, 2020, EST

The Sense-Making Approach to Client Engagement

https://ccua.com/events/the-sense-making-approach-to-client-engagement/

On November 4, 2020 Gartner shared information with CUBOS member credit unions. COVID-19 has scrambled both commercial banking and wealth management clients, forcing them to make financial decisions in a highly chaotic environment. Learn about a new sales approach to...

Type: Events - CUBOS

Event Date: November 4, 2020, EST

Virtual Sales — A Hidden Opportunity?

https://ccua.com/events/virtual-sales-a-hidden-opportunity/

On October 21, 2020 Gartner shared information with CUBOS member credit unions.Relationship Managers and advisors have relied on in-person interactions to drive sales for decades, but COVID-19 has eliminated their ability to meet with prospects and clients. As at least...

Type: Events - CUBOS

Event Date: October 21, 2020, EST

Data Insights: Webinar Introduction to Data Insight Focused Tools and Resources

https://ccua.com/events/data-insights-webinar-introduction-to-data-insight-focused-tools-and-resources/

Join us at 12:30 pm Eastern to learn about the important tools and resources available to support your credit union’s data insights journey, including: An assessment tool that allows credit unions to evaluate the effectiveness of their data analytics capabilities...

Type: Events - CUBOS

Event Date: April 19, 2022, EDT

How Financial Services Leaders Will Drive Customer (and Industry) Recovery

https://ccua.com/events/how-financial-services-leaders-will-drive-customer-and-industry-recovery/

On October 7, 2020 Gartner shared information with CUBOS member credit unions. How financial services leaders respond to COVID-19 will define the industry for a generation, particularly as customer trust in financial institutions never fully recovered from the 2008 financial crisis....

Type: Events - CUBOS

Event Date: October 7, 2020,