Market Updates

Implementing AI in Loan Origination and Managing Credit Union Liquidity

Written by Investment Advisory Team | Jul 10, 2025 6:34:06 PM

In the latest market update video, JD discusses some key things to remember when implementing AI-decisioning into your loan origination process. Phil provides education on some key liquidity ratios for credit unions and how CU executives should consider managing to those metrics. We close with a look at current opportunities for credit union investment portfolios

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