Does a 343% increase in referrals sound almost too good to be true? Think again! When Bank of Clarke first partnered with Pinnacle, nobody knew just how far reaching the effects of this partnership would be.
How did it begin? Bank of Clarke had been an overdraft client of Pinnacle’s for a few years. They contacted Pinnacle in 2021 to explore the opportunity of a partnership to enhance their service levels.
They had a vision of cultivating a unique service culture, and this following case study delves into how Pinnacle Financial Strategies played a pivotal role in helping them attain internal successes that resulted in new business while consistently improving their service delivery channels.
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.
Case Study Alta Vista
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.
Pinnacle Financial Strategies Welcomes Joel Lawrence as Vice President, Risk & Strategic Engagement
Austin, TX – Pinnacle Financial Strategies is pleased to announce [...]
Case Study Pioneer Valley Credit Union
The implementation of Pinnacle’s SmartTech software allowed PVCU to gain actionable insights into member activity and product performance.
Overdraft Limits – Dynamic vs Fixed
Overdraft limits have long been a critical component of [...]
