The 2019 Credit Card Management School, a partnership between Callahan & Associates and TRK Advisors, helps credit unions optimize their card portfolios and better understand the latest trends in program design and management.
This special add-on session to the popular three-part series will bring a wealth of information about credit card agent-issuing programs and credit card portfolio sales. Based on our conversations across the industry, it appears that more credit unions are considering agent programs than since before the last recession. While such programs can work well and ensure that members have access to competitive card products at low risk to the credit union, there are pitfalls that should be avoided when evaluating and negotiating the options.
Join Tim Kolk, president of TRK Advisors, for this live discussion about how agent credit card programs work and how to ensure the best possible evaluation of this option.
- What is an agent program, and how is the current program transitioned into the new structure.
- How are the financial rewards structured and what can a credit union expect as compared to running the program itself.
- What are the risks of issuing oneself as compared to an agent program, including financial, operational, and member experience.
- How can a credit union best evaluate this option, maintain its leverage, and remain in control of the process.
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