Entries by Heidi Reyes

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Keys to a Clear & Effective Objectives Statement for Your RFP Process

Among the many financial institutions that have implemented new loan origination systems (LOS), core systems, or other systems, a number of them find they’re really not getting what they wanted out of the new technology.  Having heard so many implementation stories, we wanted to share a few of the lessons learned and, hopefully, save you […]

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The Competency of Being Proficient in Identifying and Creating an Evolving and Sustainable Business Model

In a past edition of our c. notes, we discuss the Key Competencies of a Strategic C-Suite Team.  While in the c. notes we demonstrate 7 key competencies, in this blog we focus on the first competency – proficient at identifying and creating an evolving and sustainable business model. Visualizing and articulating the long-term view […]

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Are Unprofitable Loans Creating a Liquidity Challenge?

Liquidity remains a relevant topic, and we have written several blogs recently dealing with this important issue:  Deposit and Liquidity Concerns and Is Your Certificate Promotion Doing What You Want?.  Some places are seeing liquidity tighten due to outflows in deposits, though for many credit unions liquidity pressures are being driven primarily by growth in loans.  […]