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Credit Unions 2.0: Revolutionizing your financial operations

Time
June 20, 2024
01:30 p.m. (EST)

Digital transformation is reshaping the financial landscape and credit unions are no exception. You value innovation in the financial space and to meet the growing expectations of your members, you must evolve to stay competitive.

Explore use cases and valuable insights about how modernizing the finance function can transform your credit union by driving growth, improving efficiency, and maintaining member satisfaction. In this virtual webinar, our industry professionals will describe the practical steps required to modernize your finance function and help you build a roadmap to get you ready for your transformation.

Key topics covered:

  • Building your digital modernization roadmap: Learn how you can define strategic goals, prioritize initiatives, and establish clear timelines to achieve efficient and integrated digital systems.
  • Integrating finance and operations: Explore examples of how integrating financial management with operational processes improves efficiency, transparency, and strategic alignment across the organization.
  • Exploring robotic process automation (RPA): Understand practical examples of how RPA can help automate repetitive tasks and improve accuracy and efficiency.
  • Understanding the value of analytics: Learn how analytics provides data-driven insights that enhance decision-making, optimize financial performance, and identify opportunities for cost savings and revenue growth.

Speakers:

Tina Brennan, Partner, Finance & Operations

Roshan David, Partner, Strategy, Value Creation & Analytics

Andrey Isaev, Senior Manager, Modern Workplace

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