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CUNA KRM to deliver exec training webinars

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MADISON, Wis. (3/27/08)--Credit union executives can hear speakers and receive the same training offered by Harvard Business, Kiplinger Washington Editors, and more, in a new webinar series made possible through a partnership between the Credit Union National Association and KRM Information Services. The first two offerings of the new executive series will be taught by:
* Best-selling author and strategic consultant Keith Ferrazzi, who will kick off the series with “Building Your Success One Relationship at a Time” on April 2. Ferrazzi will reveal his formula for success through a combination of marketing acumen and relationship-building savvy. He will explain how to avoid unconstructive behaviors that prevent success and how to leverage new relationship knowledge for increased employee retention. Registrants also will receive a copy of Ferrazzi’s book, “Never Eat Alone: And Other Secrets to Success One Relationship at a Time.” * Patrick Lencioni, author of current bestseller “The Five Dysfunctions of a Team,” who unveils the keys to successful manager-employee relationships during “Turning the Daily Grind Into Daily Fulfillment.” This May 20 webinar pinpoints the core issues that make a job miserable or satisfying and the three reasons that managers don’t deal with these core issues. Finally, he offers the steps to take to bring satisfaction to any job.
During a webinar, students hear and see a presentation, ask questions of the instructor, and refer to handouts, by using a phone and a computer with an Internet connection. For more information, use the link.

Member Connect added to CUBASE system

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GRAND RAPIDS, Mich. (3/27/08)--Credit unions using the CU*BASE processing system are connecting with members more consistently by utilizing CU*Answers’ Members Connect, the company said. The product was recently announced as a standard CU*BASE feature to make it easier for credit unions to regularly communicate with their members. Member Connect provides a single focal point to access different marketing delivery channels. Member Connect allows clients to export desired data to a single file. The file may then be used to reinforce a credit union’s message to it members, by:
* Creating a free-form text message to members the next time they log in to online banking; * Sending an e-mail message to these members’ e-mail addresses; * Printing mailing labels; * Creating a mailing list database to send to a third-party marketing source; * Preparing for monthly or quarterly selective statement inserts delivered to certain members; and * Creating telemarketing trackers to allow member service staff to follow up with the members over the phone.
Examples of how clients use Member Connect include:
* “Where your members borrow”--A database mining tool designed to report third-party institutions where members borrow, and notify the members about new loans rates; and * “Where your members shop”--Analyzing where members spend retail dollars, and contacting them with special savings at stores they frequent.

Dexmas paperless mortgage package up and running

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PITTSBURGH (3/27/08)--Mortgage company Atlantis Financial Services Inc. has developed a paperless mortgage application process using software developed by a company that provides software for credit unions. Franklin Park, Pa.-based Atlantis tapped Edina, Minn.-based Dexma, which provides software for credit unions, to develop ASAPmortgageonline.com. The site went live in January and can process a mortgage approval in 10 minutes (Pittsburgh Post-Gazette March 19). Borrowers begin the application process with a questionnaire and then the system checks for compliance with U.S. Department of Housing and Urban Development underwriting standards. If the underwriting is approved, the applicant receives an approval letter which can be printed or sent via the Web to the title company. So far, only half of the applications can be completed completely online, Atlantis CEO Dave Nearhoof told the Post-Gazette. Most applications require some interaction with a representative--sometimes more information is needed, or the borrower doesn’t meet the criteria. Not everyone is comfortable with completing a mortgage application completely online, but unlike humans, the computerized system doesn’t miss a day of work, Nearhoof told the newspaper. Electronic application processes have been coming for a long time. In 1999, the National Conference of Commissioners on Uniform State Laws drafted legislation that would allow states to render electronic signatures as valid, the newspaper said. In five to 10 years, all mortgage processing could be online, Harry Gardner, president of the Mortgage Bankers Association, told the newspaper. He noted that a paperless process would not remove the human element and could improve communication between lenders and borrowers.