Vizo Financial Corporate CU

We're so excited to celebrate Marian K. and Bill C. this month for their service anniversaries! These staff members are incredible, and we're so thankful for their dedication to serving our members. #ServiceAnniversaries #VizoFinancialRockstars #EmployeeAnniversaries

Now that you know more about our partner, Vertice AI, let’s dive into the features of the new Vertice AI solution that’s available to your credit union through this partnership. By utilizing existing member data in conjunction with AI, Vertice AI develops a single view of member journeys over multiple years and provides predictions about which products your membership may be looking for based on those journeys. Put simply, Vertice AI determines who is most likely to need what and when. Vertice AI segments your membership into levels based on participation, allowing your institution to better understand the tiers of member economic participation. Then, it continually measures increased participation over time as member growth opportunities identified through the solution are executed against. Visit our Vertice AI page to learn more: https://lnkd.in/e6uT7MYV #VerticeAI #AI #ArtificalIntelligence #Partnership #VizoFinancial #creditunions #CreditUnionMovement

"How is your credit union approaching advanced analytics and AI? Are you gaining insights and data-driven recommendations you need to grow, make decisions and drive strategy? A recent survey conducted by Vizo Financial and Vertice AI found that 66 percent of credit unions are exploring data analytics but have not fully implemented any use cases. Similarly, 75 percent are exploring AI but have not fully implemented any use cases. These results indicate strong interest in leveraging data analytics and AI to serve use cases and drive strategy, but the question of "how" remains." Read the rest of this article about how Vertice AI can help your credit union accelerate your analytics and AI journey on the Vizo Financial blog: https://lnkd.in/gP8mt-XF #VizoBlog #CreditUnionBlog #CUBlog #CUEducation #AI

This week, we’re raising awareness about fraud for International Fraud Awareness Week. For the past 24 years, International Fraud Awareness Week has encouraged organizations and individuals alike to be proactive in protecting themselves from bad actors. In honor of this week, Jaime invited Cynthia Hagan, VP of compliance and fraud risk, to the Financial Minds: Meet the Experts podcast. Listen to this episode: https://lnkd.in/gtTZseHU #CUPodcast #Podcast #FinancialMinds #FraudAwareness

On December 4, we're hosting our LAST Quarterly Economic Insights webinar of 2024. Join us, won't you? Here are the details: We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future. Each quarter, Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each no-cost session based on the current environment. These topics may include: - Economic insights and trends - Market and ALM projections - Inflation - Rates - Liquidity - And other timely financial topics Register here: https://lnkd.in/etV6EqyN #VizoWebinars #VizoFinancialWebinars #Webinars #CUEducation #Education

Did you know that Vizo Financial offers consulting services? It's true! Our team has over 100 years worth of experience in areas like: - Business Continuity/Disaster Recovery - Compliance - Enterprise Risk Management (ERM) - IT Security and Risk Mitigation Strategies - Policy and Procedure Assistance - Vendor Management Whether you have a quick question that can be answered over the phone or you need us to come in for a group discussion, we're here and ready to help! Learn more about our consulting services: https://lnkd.in/gYA6id8B #VizoFinancialProductsandServices #Consulting #ConsultingServices #BusinessContinuity #DisasterRecovery #Compliance #ERM #VendorManagement

Why should you subscribe to the Vizo Financial blog? We're so glad you asked! - We post articles on payments, risk management, leadership/culture, money management, marketing and more! - The main purpose of our blog is NOT to sell you on our products and services. Sure, we'll give you information on a product or a service IF it's relevant to the article, but that is not our main purpose. Our goal is to educate you with our articles. - We post new articles on a frequent basis! - Our articles are curated by our experts both here at the Corporate and through our partner organizations. Those are just a few reasons why you should subscribe to the Vizo Financial blog. So, what are you waiting for? Go check out our blog and subscribe to get new articles sent directly to your email! https://lnkd.in/ePKizScg #VizoFinancialBlog #CUBlog #CUExperts 

Are you interested in learning more about our core community CUaxis? If so, join us on November 20 at 2:00 p.m. ET to Meet CUaxis and the CU*BASE core processing system! This no-cost session will provide information on: - The CUaxis core community - The features and functionality of CU*BASE - Additional resources available through the CUaxis community Learn more and register here: https://lnkd.in/eJf2CT7q #Core #CoreProcessing #CoreCommunity #VizoWebinars #VizoFinancialWebinars #CUEducation #Education #Webinars

Did you know that #InternationalFraudAwarenessWeek began on November 17? It's true! In honor of this week, we invite you to check out one of our blog articles about how to identify fraud red flags at your credit union: https://lnkd.in/etm8gFdz #fraud #FraudAwarenessWeek #FraudAwareness #VizoFinancialBlog 

Review Rebellion? That's the task Joe and Jeanne are tackling this time on Ask Joe. Here's what's going down: Malachi recently received a poor performance review, and his manager, Andrew, is worried that his bad attitude is now affecting his colleagues. Watch it unfold: https://lnkd.in/e4iK_nr #askjoe #AskJoeandJeanne #video #leadership #culturecrusaders