How Pinnacle Empowered Alta Vista CU to Reignite Its Overdraft Program with Confidence
Alta Vista Credit Union discovered a challenge common to many financial institutions: most accountholders didn’t even know an overdraft protection program was available to them. To turn things around, the credit union knew it needed to reintroduce the program in a way that would capture members’ attention, drive engagement, and meet all compliance requirements without straining internal resources. That’s where Pinnacle came in to help.
From Tellers to Trusted Advisors: Frontline Sales Training That Works
Importance of Frontline Sales in Financial Institutions Frontline associates are [...]
The Overdraft Limit Debate Is Missing the Point
Discussions around overdraft programs often frame fixed and dynamic overdraft [...]
FBF 2026
Don't Gamble with Your Overdraft Program Stop by our [...]
Improving Accountholder Experience with Banking Focused Mystery Shopping
In financial services, products can be copied, and rates can [...]
Why Third Party Overdraft Management Is Key to Improving Efficiency and Compliance
For many credit unions and banks, their overdraft program [...]
Case Study Scott and White CU
When Scott & White Employees Credit Union (SWECU) came to us looking to improve the performance and efficiency of their longstanding overdraft program, we stepped in with a comprehensive, compliance-focused solution that delivered immediate and lasting value.
