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Technology Roadmap: Top Considerations When Evaluating Critical Vendors

May 13, 2024

A free webinar brought to you by CUNA Strategic Services and ADVANTAGE.

In an era when banking is increasingly becoming digital-first, community-based credit unions are under pressure not just to keep up, but to also lead. With consumer behaviors shifting at an unprecedented pace, implementing digital strategies to compete with the big banks is easier than you might think.

Learn ways you can unravel the complexities of evaluating and selecting critical technology that aligns with your strategic growth initiatives to steer your credit union toward a future-proof technology landscape.

Key takeaways:

  • Prioritize Strategic Growth Initiatives: Guidance on how to align technology selection with your growth priorities for maximum impact.
  • Technology Roadmapping: Create a forward-looking technology roadmap that supports long-term goals while remaining adaptable to the industry’s fast-changing landscape.
  • Seamless Experience Essentials: Explore vital elements to deliver frictionless experiences for your account holders and staff.
  • Vendor Capabilities Assessments: Learn how to evaluate technology vendors and options to meet your current and future needs effectively.
  • Effective Contract Negotiation: Gain insights and strategies for negotiating technology contracts to secure favorable terms.

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ADVANTAGE, powered by JMFA, is dedicated to empowering financial institutions with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, checking account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection. With a rich history of serving credit unions nationwide, we are committed to delivering exceptional value and fostering long-lasting partnerships. Choose ADVANTAGE, to elevate your performance, identify new opportunities, and build more value.