'Above The Crowd' Is Launched
SAN DIEGO-Mark Hoaglin, the former President and CEO of XCU Capital Corp., has launched Above The Crowd Business Development Group, a credit union-focused management consulting practice. Hoaglin has over 20 years of experience as a successful manager in the financial services industry. XCU Capital was a credit union-owned broker dealer that was acquired by LPL Financial in 2007. Hoaglin said his firm will focus on developing sales teams and helping start new investment sales programs, as well as increase the revenue of existing programs. "I can guarantee results. That's how much confidence I have that I can increase revenue for all of my clients," said Hoaglin. Hoaglin is offering a free white paper, "Seven Reasons Investment and Insurance Programs Don't Succeed in a Credit Union and How to Avoid Them," to anyone who contacts him at mark@AboveTheCrowd BD.com or at www.AboveTheCrowdBD.com.
Managing Members' Moves
WILMINGTON, Del.-ID Insight Inc. and Patria Services Corp. have formed a joint venture to provide "MoveManager," a full-service solution for address change requests that delivers both risk management and portfolio optimization, the companies said. "An address change request signals one of the most critical events in the lifecycle of a client relationship. From a risk perspective, relocation represents an exposure to potential account takeover fraud and identity theft. From an opportunity perspective, relocation indicates a significant opportunity to meet the evolving needs of existing customers by targeting and delivering relevant incentives to generate new revenues.
For info: www.IDInsight.com
Help With Disclosure Rules
MINNEAPOLIS-Wolters Kluwer Financial Services said it can help financial institutions quickly and cost-effectively meet the Federal Reserve Board's new early mortgage disclosure requirements with its Disclosure Manager solution. The new rules are meant to ensure consumers receive disclosures explaining the cost of a mortgage earlier in the lending process. The Disclosure Manager solution will enable institutions to begin complying with the new Reg Z requirements within one technology system by the July 30 effective date, the company said.
For details: www.wolterskluwerfs.com
Member Perception Study Offered
ALBANY, N.Y.-Universal Sharing Network (UsNet) announced that USAlliance FCU has joined its shared branching network as both an issuer and an acquirer. For more info: www.universalsharing.com
Visit CUJournal.com Today
Get the latest news, an archive of stories and other resources available online.
