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"The 2024 Playbook: Budgeting & Strategies for Credit Union Success"

In 2024, the financial industry is clearly facing a radical transformation, and these challenges are altering the landscape as we know it. This playbook explores the opportunities and challenges that lie ahead for credit unions and the financial industry. Use it as a guide to gain a competitive edge in this new landscape.

The coming year, 2024, has been called a “crossroads year” for the financial industry. In this time of flux, it is crucial for credit unions to enhance digital offerings, create solutions quickly and deliver the experience that members expect in order to compete with megabanks. The biggest roadblocks to success will be the inability to embrace change.

Download this playbook, which outlines data-backed strategies and perspectives from industry experts to help guide your credit union’s success in the year ahead. Topics include:

• State of the financial services industry
• Challenges ahead in 2024
• Strategies and opportunities designed to help your organization
• The 5 most important budget priorities for 2024
• 4 plays for strategic success in sales and service

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