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Improving Your Credit Union’s Customer Service While Maintaining Compliance


For financial organizations, like credit unions, this can be more complicated than it sounds. That’s because compliance in this heavily regulated industry can often get in the way of the member experience, specifically as it relates to laws, regulations and security.

For example, data security can make it difficult to adopt new customer-friendly technologies. Privacy concerns can restrict member communication preferences. State and Federal regulatory environments are both strict and ever-changing. It can be a difficult balance act, leaving many credit unions in a position where they are choosing between delivering an optimal experience or remaining compliant.

There are actions credit unions can take to dramatically improve the member experience without compromising compliance and security. Read about the 5 steps you can take today to elevate your customer service efforts and drive your credit union to new levels of success by downloading our free E-Book: Great Customer Service Doesn’t Happen by Accident.

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This website contains articles and third-party links posted for informational and educational value. ConServe is not responsible for information contained within any of these materials. Any opinions expressed within materials are not necessarily the opinion of, or supported by, ConServe. The information in these materials should not be considered legal advice, and is not intended to be a full and exhaustive explanation of the law in any area. This information should not be used to replace the advice of your own legal counsel.

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