Allied Solutions is the NAFCU Services Preferred Partner for Insurance- Bond, Creditor Placed (CPI), Guaranteed Asset Protection (GAP), Mechanical Breakdown Protection (MBP), and REFUND Plus®.
About the Webinar
The Experience Age – the first of its kind where the intangible dominates. It’s where we are digitally and economically, and with a focus on overall experiences in our day-to-day interactions with people, products, and money, it’s the most unique “age” to date. In this digital world, consumers are increasingly seeking quick and easy online, self-service options rather than face-to-face interactions. When a simple Google search brings your borrowers clicks away from your competitors, you need to effectively compete online, putting the right solutions in front of borrowers at the exact moment they are ready to make a decision. It’s critical to be ever evolving with solutions that provide an optimal experience for consumers and members. Join Allied Solutions’ Jack Imes and Charlie Peterson as they walk you through the importance of tools such as:
- Virtual assistants that help provide your consumers with the highest quality customer experience
- Credit decisioning that can give instant loan decisions
- Instant, self-service loan pre-qualifications that won’t affect consumers’ credit
Watch the Webinar On-Demand
Presented By
Charlie Peterson
SVP Strategic Initiatives | Allied Solutions
With over three decades of diverse experience in the financial services Charlie Peterson has supported over 1000 clients in nineteen states providing best-in-class insurance, income, loss mitigation and technology efficiencies to the credit union marketplace. His passion and drive in lending growth, loan participation, client consultation and digital channel development have been his hallmarks. In his current role with Allied Solutions, Charlie is helping credit unions nationwide successfully execute on their visions and plans for growth.
Jack Imes
Chief Client Lending Consultant | Allied Solutions
Jack has years of executive lending experience with both credit unions and banks. Recently, he served as the Chief Lending Officer at JSC FCU, a $2.65B credit union. Previously, he was the CLO at Honda FCU and the VP of Commercial Lending at US Bank, among other top lending roles spanning over two decades. At Allied, Jack brings his credit union and bank experience to serve as a consultant and advisor to our clients and sales team.