FALL 2019
THE PENTEGRA PULSE What’s Happening At Pentegra
In This Issue
President’s Perspective Welcome To Pentegra! Happy Anniversary! Understanding the BRAVO Program BRAVO Recipients Community Service Corner Pentegra's Financial Fitness Fridays Have You Seen Us In The News?
President’s Perspective As we start the 4th quarter, it is crazy to think that another year-end is right around the corner. 2019 is shaping up to be one of the best years ever on many fronts. We celebrated our 75th anniversary last year and Pentegra has taken some significant steps to help ensure that we will be around for a long time to come. First, we are making a very sizable investment in our technology to make sure that we are ready for the significant growth that is coming our way. We also need to ensure that this growth comes without additional personnel requirements that we have had to make in the past. With the competition driving down fees in the market, we need to drive down our costs to keep up. We do this through automation and making your ability to do your job much easier. The technology enhancements being worked on right now with Relationship Velocity will impact each and every one of us in a good way. Automation does not mean job reductions; it means we can do more with the same number of employees. That is how you compete in today’s marketplace. Sales is also having their best year with many key wins and new relationships forged. As I mentioned on the employee call we have partnered with Integrity Advisors right in our own backyard and they are moving their block of 60 or so DB plans to Pentegra. They also sell 20 – 30 new plans each year.
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