🎉✨ Happy New Year, everyone! 🎊 As we turn the page to 2025, let’s embrace new beginnings with open hearts and cheerful spirits! 🥂 Cheers to fresh starts, prosperity, and dreams of operational efficiencies! What is your team looking forward to this year at your Credit Union? #CUAdvisors #NewYear2025 #2025Goals #CheersTo2025 #NewYearNewYou #TeamWork #HappyNewYear #NewBeginnings #OperationalExcellence #ProsperityMindset #CreditUnion #FinancialWellness #TeamGrowth
CU Advisors
Business Consulting and Services
Santa Clara, Utah 100 followers
Take the right path to success.
About us
CU Advisors was established to help credit unions ensure their core and online banking programs offer the proper technology for their members and operate efficiently with the best possible value for the client. As a trusted advisor, our experts collaborate with vendor partners for a deep-dive in understanding the strategy and the needs of the credit union stakeholders; our goal with every partnership is to recommend the appropriate solution at the appropriate price – all at a cost-savings to the institution. We’re honest, experienced and can help the credit union secure best-in-class solutions without breaking the proverbial bank. www.cu-advisors.com
- Website
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https://www.cu-advisors.com/
External link for CU Advisors
- Industry
- Business Consulting and Services
- Company size
- 1 employee
- Headquarters
- Santa Clara, Utah
- Type
- Self-Owned
- Founded
- 2018
- Specialties
- Contract and Vendor Management, Price Reduction Review, Online Banking Strategy, Mobile Banking Strategy, Processor Evaluations, RFP Management, Third-Party Negotiations, Consulting, Negotiations, Evaluations, Assessments, Technology Consulting, and Technology Assessments and Payments Evaluation
Locations
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Primary
Santa Clara, Utah 84765, US
Employees at CU Advisors
Updates
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🎄✨ Merry Christmas, everyone! 🎁❤️ From our family to yours, may your day be filled with the joy of giving, and the magic of cherished traditions. Embrace the twinkling lights, delicious treats, and festive laughter as we celebrate love and togetherness. 🌟🎉#cuadvisors #MerryChristmas #JoyfulMoments #ChristmasSpirit #FamilyTraditions #JoyfulCelebrations #FestiveSeason #HolidayMagic #ChristmasJoy #SeasonOfGiving #ChristmasVibes
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On the longest night of the year, may you and yours find warmth and peace together. A happy winter solstice to you! #cuadvisors #WinterSolstice #SolsticeCelebration #HappySolstice #SeasonOfLight #WinterMagic #StayWarm #PeaceAndJoy #CozyNights
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"Younger consumers and higher-income individuals are particularly drawn to secured credit cards. For financial institutions attempting to attract these credit outsiders, the key lies in understanding the motivations behind their interest in secured cards." The article continues, "To engage these consumers effectively, FIs should focus on offering transparent terms, low fees, and strong customer support. The goal is to build trust by positioning secured cards as tools for achieving major financial milestones — whether it’s managing larger purchases or improving credit for future loans." CU Advisors can help your team highlight the benefits benefits of secured cards as a controlled, low-risk financial tool that will resonate across both younger, higher-income groups and more cautious, older members. Give us a call at 818-468-6419 to set up your no-cost, no-obligation consultation. https://ow.ly/xnto50UqRFU #cuadvisors #SecuredCreditCards #FinancialLiteracy #CreditManagement #ConsumerFinance #CreditBuilding #MillennialFinance #FinancialAdvisors #TrustInFinance #FinancialConsultation
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According to a recent report, "Instant payments are becoming a must-have for financial institutions, with 78% of FIs and businesses considering them essential for their operations. But faster payments carry inherent risks, due to their irreversibility, making fraud recovery nearly impossible." The article continues, "To effectively combat fraud, FIs are turning to AI and ML technologies, which are proving effective at detecting fraud in faster payments. These technologies analyze large amounts of transaction data in real time, spotting suspicious activity and preventing fraudulent payments before they are completed." If your CU needs to reassess your fraud detection strategies, give CU Advisors a call. We can help you explore the solutions that will help minimize risk. Give us a call at 818-468-6419 to set up your no-cost, no-obligation consultation. https://ow.ly/oVav50UmvWy #cuadvisors #FraudDetection #InstantPayments #FinancialInstitutions #AIInFinance #MachineLearning #RiskManagement #PaymentSecurity #FraudPrevention #FintechSolutions #CreditUnion
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Happy Thanksgiving, everyone! 🦃❤️ May your day be filled with laughter, love, and cherished moments with family and friends. What are you thankful for? 🍁🥧 #Thanksgiving2024 #CUAdvisors #Thanksgiving #Gratitude #ThankfulHeart #ThanksgivingTraditions #ThanksgivingBlessings #ThanksgivingJoy
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"This generation’s demand for convenience and mobile access to financial services is a key reason why many traditional banks are now investing in digital tools that support strong financial habits." The article continues, "FIs that don’t meet Gen Z’s technological expectations are quickly falling behind, while those that innovate — such as offering easy account setup via apps or integrating savings goals into mobile interfaces — are flourishing." Does your CU offer resources like personalized savings plans, financial literacy tools, and easy access to advice to attract Gen Z customers? If the answer is no, give CU Advisors a call. We can help you explore the solutions that will meet the needs of all generations of members. Give us a call at 818-468-6419 to set up your no-cost, no-obligation consultation. https://ow.ly/8oIs50UcpSR #cuadvisors #FinancialLiteracy #DigitalBanking #GenZFinance #FinTech #CreditUnion #FinancialWellness #MobileBanking #SavingsGoals #InnovativeBanking #FinancialServices
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"Now representing over 20% of the U.S. population, the Hispanic market is uniquely complex to engage with given its cultural diversity." According to the Hispanic Market report, there are "several insights financial brand marketers should make note of to serve and optimize engagement with the booming market. And as the Hispanic population continues to grow while increasing in spending power and lifetime value, financial brand marketers need to develop the right strategies to engage these audiences or they will be left behind." If your credit union needs to better understand the demographics, behaviors and preferences of the most rapidly growing segment of the US population, or any segment, give CU Advisors a call. We can help your team explore the data analysis tools that will serve you best. Give us a call at 818-468-6419 to set up your no-cost, no-obligation consultation. https://ow.ly/SZkI50U7B78 #cuadvisors #HispanicMarket #CulturalDiversity #FinancialMarketing #MarketInsights #CreditUnionMarketing #ConsumerBehavior #HispanicConsumers #DataAnalysis #FinancialServices
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Happy Veterans Day! Today, we honor the brave men and women who have served our country with courage and sacrifice. Let's come together to celebrate their heroism and dedication. Share a memory, raise a flag, or just say “thank you” to a veteran today. Your gratitude goes a long way! ❤️💙 #CUAdvisors #VeteransDay #ThankYouVeterans
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"As banking continues to evolve, financial institutions that can deliver highly personalized experiences across channels will be best positioned for success." "By focusing on leveraging a balanced blend of data, AI, and personalized engagement, banks and credit unions can build deeper, more valuable relationships with customers of all ages." The article reiterates, "Financial institutions that rise to this challenge will be well-positioned to grow and retain relationships through the massive generational wealth transfer on the horizon and beyond." If there's an opportunity for your credit union to deliver a much tighter and more personalized engagement with members, CU Advisors is here to help you begin the process. Give us a call at 818-468-6419 to set up your no-cost, no-obligation consultation. https://ow.ly/5TgX50U3g3b #cuadvisors #PersonalizedBanking #FinancialInstitutions #CreditUnions #BankingInnovation #CustomerEngagement #WealthManagement #DataDrivenBanking #AIFinance #BankingTrends #CustomerExperience