KeyStone Forms Obstacles: Quick Solutions for Common Challenges
In this post, we tackle some of the most frequent forms obstacles faced by KeyStone users and provide quick and efficient solutions. Unexpected/Missing Form Field Value Solution: Review the FDF file In KeyStone, FDF files are temporary files that are used in conjunction with PDF files to send specific data from KeyStone into the fields […]
Winning Strategies for Navigating KeyStone Custom Development
As a former Business Analyst at Corelation, I have gained valuable insights into the world of custom development for credit unions. With each credit union being unique, custom development is essential for their growth and innovation process. Having worked closely with KeyStone clients, I’ve witnessed the power of a flexible core system and the exceptional […]
The Crucial Connection: Forms Maintenance and Credit Union Excellence
Proper forms maintenance is a critical aspect of credit union operations, yet it is often overlooked. In this blog post, we’ll explain why maintaining up-to-date forms is essential for credit unions and provide some best practices for your forms maintenance processes. 1. Stay Diligent with Form Updates Regularly updating your credit union’s forms, including those […]
Using Analytics to Navigate the Rising Rate Environment
As we drive our daily routes, we tend to trust our memory and navigate purely on instinct and muscle memory. When a storm hits, however, tried and true routes are not as reliable as usual, since we cannot fully understand the impact a storm will have on a familiar path. Most of us rely on […]
Capture Market Specific Opportunities for Your Credit Union with Data Champions
The following is an article written by Trellance Product Manager, Amanda Emery. It originally appeared on CUInsight.com. As the financial industry braces for continued continuing interest rate hikes and a potential recession, Credit Unions have a unique advantage in continuing to engage members. Credit unions are known for putting people first, which is a key […]
Is Your Credit Union Prepared for Disaster?
The following is an article written by Trellance’s Director of Business Continuity Management, Tim Daugherty, and Director of Disaster Recovery Services, Katie Bailey. It originally appeared on CUInsight.com. One of the benefits of the cloud is an increase in the “as a service” model. This model allows businesses to take over some of the tasks or processes […]
The Changing Landscape of Tech Talent in 2023
The following is an article written by Trellance’s Chief Services Officer, Steve Kass. We’ve talked a lot in the last year about the tech talent shortage and the difficulties in finding and attracting good talent. With the recent layoffs of tens of thousands of employees from prominent technology companies such as Google and Microsoft, it […]
5 Steps for Choosing a Cloud Data Warehouse
The following is an article written by Trellance’s Associate Vice President of Enterprise Architecture, Bill Fogg. The article originally appeared on CUInsight.com The importance of selecting the right cloud data warehouse in order to meet your enterprise analytics objectives and satisfy your stakeholders cannot be overstated. And given the costs associated with these data analytics […]
When It Comes to Data Quality, Think Small and Start Here
The following is an article written by Trellance’s Associate Vice President of Data Consulting, Merrill Albert. The article originally appeared on CUInsight.com Data quality is a big problem. But often, small things are the culprits. And, that, in itself, is another problem. Lots of small little errors in your data accumulate into an overwhelming pile of […]
