Available On-Demand
Gain insights into some of the pivotal questions shaping the outlook of overdraft services.
Credit unions face mounting pressure to strike a delicate balance between delivering exceptional service and safeguarding financial stability. From the NCUA’s inclusion of overdraft practices in its 2024 supervisory priorities to awaiting the outcome of the CFPB’s proposed rule, the stakes have never been higher.
Listen as Barb Lowman, President of CUNA Strategic Services, explored the critical nuances of this landscape with the ADVANTAGE team. From the risks of overreacting or underreacting to the most effective ways to preserve income and mitigate risk exposure, our expert panel provides greater clarity on how you can create a successful strategy.
KEY TOPICS INCLUDED:
- Evolving expectations of regulators and examiners
- Essential factors for informed decision-making
- Navigating intensifying competitive market conditions
- Addressing consumer needs and delivering value
- Approaches for safeguarding revenue and reducing uncertainty
PANELISTS:
- Barb Lowman, President, CUNA Strategic Services
- John Cohron, CEO, ADVANTAGE
- Cheryl Lawson, EVP of Compliance Review, ADVANTAGE
- Jennifer Simmons, VP of National Alliances, ADVANTAGE
Complete the form to learn about how to enhance your overdraft strategy and ensure compliance.