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Create Financial Savvy Members and Increase Lending with The Warm Decline

 

We understand that finances are intensely personal and hugely emotional. Declining a member or a prospective member is a vulnerable time for them. It is at this moment when credit unions have an opportunity to show up as a partner and an ally in this experience.

While it may not be possible to help them today, building relationships often means saying YES! tomorrow. Find out how to better build relationships AND save money at the same time.

Date & Time

March 28
10 a.m. CT

Registration is closed. 

Session Description

Overview of the Warm Decline Plus

  • Pain points of today's decline experience 
  • Doing adverse action notices with empathy & education while saving money 
  • Offering declined borrowers a path to approval 
  • Building a pipeline of declined members and prospective members with relationship management tools 
  • How we make 1-week implementation a reality

 

 

Presenter: Nathan Pinto

Smiling person with short dark hair pushed to the side and a close cropped beard.

Nathan is a passionate entrepreneur focused on solving pressing problems with sustainable & scalable solutions.  After studying Finance & Economics at the University of Texas at Austin, he moved to India and started a company building self-sustaining toilets in India. Upon returning to Dallas, he joined a Venture Capital fund and learned the startup playbook as an associate. From there he spent a year discerning the priesthood with the Jesuits but in that process realized that his talents were best used serving others through entrepreneurship. Since returning he founded a handful of ventures with a primary focus on fintech and specifically with helping people improve their financial wellness through access to fair credit. 

 

Educational Investment

Registration for this event is complimentary.

 

Questions?

For questions about this webinar, please contact  Emily Moreno at 214-334-3397.