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How to Communicate Overdraft Options Successfully

Avoid common mistakes and deliver a consistent message

WATCH ON-DEMAND

Effective and consistent communication about overdraft options is critical for financial institutions. It helps account holders make informed decisions about their finances. Moreover, it helps you maintain your reputation. However, many financial institutions struggle to ensure their employees deliver a consistent message.

In this recorded webinar, our panelists will discuss common mistakes employees make when communicating overdraft options and how to avoid them. We will also share tips for delivering a consistent message that empowers account holders to make the best decisions for their financial health.

Key topics for discussion:

  • The importance of clear and consistent communication about overdraft options
  • Common mistakes that frontline staff make when communicating about overdraft options
  • Tips for delivering a consistent message

Panelists:

  • Bob Layendecker, Senior Relationship Manager, JMFA
  • Paul McFarland, Senior Relationship Manager, JMFA
  • Jamone Moore, Relationship Manager, JMFA
  • Roy Seifert, Client Training Manager, JMFA

Overdraft Litigation: Evaluating Your Risk Factors

WEDNESDAY, AUGUST 23, 2023 | 2 PM CENTRAL

The threat of litigation can make remaining profitable, compliant, and competitive difficult.

Class-action suits related to overdraft practices are being filed against financial institutions of all sizes. Whether you already made changes to your program or decided to take a wait-and-see approach, your financial institution could be at risk for examiner scrutiny and litigation. Learn about the latest industry trends in overdraft litigation, ways to reduce consumer complaints, and tips for mitigating risks. 

Register and learn:

  • The fundamental basis for most overdraft litigation, with examples
  • Key areas in your program to evaluate and review
  • The impact of your disclosures and staff training

Presenter:
Cheryl Lawson | EVP of Compliance Review for JMFA

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Credit Unions – Keeping Your Overdraft Program Compliant

A webinar brought to you by CUNA Strategic Services and JMFA.

The NCUA named overdraft/courtesy pay programs a supervisory priority—is your credit union prepared? 

Evaluating your credit union’s overdraft program and strategy is vital. But how do you get there with confidence? Tune in to get the latest updates and insights on the topics making news headlines and learn more about responsible and compliant ways to provide a valuable service that addresses your members’ needs.

Presenter:
Cheryl Lawson | EVP of Compliance Review for JMFA

Key areas of discussion:
• The latest regulatory guidance, best practices, and expectations
• Regulatory exam feedback
• Communication tips to minimize compliance issues
• Your questions and more

Uncover Hidden Treasure in Your Vendor Contracts

Find the additional budget to support your digital transformation

As financial institutions continue to focus on service delivery, reducing consumer friction, and improving efficiencies, it’s important to choose vendors that offer products and services that meet consumer expectations and position your financial institution for long-term growth.

Making the very best, informed decisions when it comes to choosing a product vendor or renewing a legacy service contract requires a careful review. It is important to evaluate the services provided and contract terms. You’ll avoid missed opportunities to gain a competitive edge in the market, improve pricing and contract terms, to provide services that will meet your account holders’ needs and expectations.

Featured panelist:
Kelly Flynn | National Director for JMFA

Key areas of discussion:
• The ideal time to start the contract negotiation process
• Common misconceptions and why you could be missing savings opportunities
• Steps for how to maximize your time and money
• Contract language tips