Vizo Financial Corporate CU

STOP WHAT YOU'RE DOING…and save the dates for our 2025 Financial Strategies Workshops! Check out the locations and dates below: March 12, 2025 - The Hotel Hershey, Hershey, Pa. March 27, 2025 - Marriott Richmond Short Pump, Richmond, Va. April 9, 2025 - AC Hotel Charlotte Ballantyne, Charlotte, N.C. April 23, 2025 - DoubleTree by Hilton Pittsburgh Cranberry, Mars, Pa. We've got all the details about the workshops (and how to register for them!) right here: https://hubs.ly/Q0309NGD0 #VizoFinancialOnTheRoad #VizoFinancialEvents #VizoFSW25 #Financials #CUEducation

The FOMC met this week for the LAST time in 2024! What are the markets showing? Did they cut rates again like in September and November? Tim Sustak, SVP/chief treasury officer, has the answers in our FOMC Update: https://hubs.li/Q030dt3b0 #FOMC #FederalOpenMarketCommittee #Economy

"The market is uncertain, budgeting season is wrapping up and after all the iterations are complete, it leaves me to wonder…why do this at all? Why do we spend so much time getting the budget correct when there is so much uncertainty? The targeted growth could be wrong, the product mix for what members need can change and/or the rate environment could shift. But then I remember a quote from Zig Ziglar that says, 'If you aim at nothing, you will hit your target every time.'" Read the rest of this article about the importance of creating a budget to achieve company goals on the Vizo Financial blog: https://hubs.ly/Q030fK3v0 #VizoBlog #CreditUnionBlog #CUBlog #CUEducation

You've been following us as we've been on the road throughout 2024. From Las Vegas to Connecticut to Florida, see all the places and faces we've had the pleasure of seeing in the Vizo Financial on the Road recap. And we look forward to meeting more of you in 2025! #VizoFinancialOnTheRoad

Want to get a head start in 2025? Check "BSA/AML Basics Compliance Training" off your to-do list early by registering for our webinar on January 14, 2025 at 10:00 a.m. ET: https://hubs.li/Q02_7nCx0 #BSA #AML #ComplianceTraining #VizoWebinars #VizoFinancialWebinars

Want to get a jump start on your continuing education and CPE credits for 2025? If so, go check out our Q1 webinars: https://hubs.li/Q02_PN4g0 We also encourage you to check out our upcoming events and make sure to save the dates: https://hubs.li/Q02_PFx00 #VizoWebinars #Education #CUEducation #CPE

Since our launch of the Vertice AI product in early November, we’ve shared a lot of information with you — about our partner, Vertice AI, the logistics of the solution and the benefits that it offers to credit unions. But you may be wondering why your credit union should invest in this growth engine solution that provides AI-based personalization recommendations to grow economic participation and reduce churn for your institution. If so, here are some things to keep in mind: - Your members’ expectations for personalized engagement are higher than ever. They expect an Amazon, Spotify or Netflix experience from their financial institution. - You’ll be able to compete with larger institutions that already have this level of participation modeling and marketing recommendations available to them. - Banks, especially digital banks, pose a threat to credit unions because of the services they can offer to consumers and the technology they have available for marketing to consumers. Visit our website at https://hubs.li/Q02_PFlW0 for even more details, or contact your corporate account manager to learn more. #VerticeAI #AI #ArtificalIntelligence #Partnership #VizoFinancial #creditunions #CreditUnionMovement

What changes and updates can you expect in ACH beginning in 2025? Find out by attending our ACH Rule Changes & Updates webinar on January 22, 2025 at 10:00 a.m. ET. Register here: https://hubs.li/Q02_7kmD0 #ACH #payments #ACHRules #VizoWebinars #VizoFinancialWebinars #CUEducation

"It’s that time of year — everywhere you go, the lights are aglow, the air has a bite to it and the stores are full of holiday décor. While some holidays have already passed, many more will soon be upon us, and the truth of the matter is all of your employees may not celebrate the same holidays. That’s why I encourage you to practice DEI mindfulness not only during the upcoming holiday season, but all year long." Read the rest of this article about making the holidays DEI-friendly on the Vizo Financial blog: https://hubs.li/Q02_tVps0 #VizoBlog #CreditUnionBlog #CUBlog #CUEducation

As you’re probably aware, the Federal Open Market Committee (FOMC) has its last meeting of 2024 scheduled for next week. To get some expert insight into what could happen at this meeting, Jaime is inviting Scott Wood, Vizo Financial’s SVP/chief investment officer, and Tim Sustak, Vizo Financial’s SVP/chief treasury officer, to the podcast. Listen to this episode on Apple, Spotify or our website: https://hubs.li/Q02_jCs80 #CUPodcast #Podcast #FinancialMinds