Money Talk - 2023 Spring Edition

Page 1

President’s Message

Triangle’s 84th Annual Meeting was held recently, and it was a privilege to report that we had a very successful 2022. During the meeting, I shared that our focus for the new year is Member Experience, Strategic Efficiency and Financial Wellness for all.

In 2022, we conducted a member survey with over 1,000 member responses. The information we received helps us identify areas of success, frustration, and initiate improvements with automatic and electronic processes. With this information and our focus on experience and efficiencies, future enhancements will allow us to minimize transaction times and optimize convenience. As part of our efforts, we are excited to onboard an Assistant Vice President of Member Experience Management to spearhead these ongoing initiatives and process improvements.

Our 2023 journey will include many new technological advances, including a payment portal for members to access loan information and make payments online, a new Business Banking platform to improve the online banking experience for our business members, the implementation of a faster self-service wire transaction service for members, a new Person-to-Person (P2P) platform for payments processed in real time, and introducing a new website with more robust content so members can easily navigate to find quicker answers to their financial questions.

This year, after the successful installation of interactive teller machines (ITMs) in 2022, we are expanding our ITM fleet at our branch drive-ups, which will offer time saving convenience for members during high traffic times at our branches. This will also allow us to assist members with transactions outside of our branch hours once installation is complete.

With all the new projects on our roadmap for this year, we simply have one goal in mind: strategic efficiencies to improve our member experience and financial wellness. We are excited about these initiatives and look forward to making our member experience better than ever.

As always, we recognize you have choices for financial services, and we’re glad you chose Triangle Credit Union.

A. Scott MacKnight

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Remember: Tax deadline is April 18th

With TurboTax, you’ll get your taxes done right and your biggest possible refund.^

Starting January 6th, log into online banking at trianglecu.org for more information on how to get started. File for free* or save up to $15 on TurboTax paid products.

^Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.

*Simple tax returns only using TurboTax Free Edition.

MONEY TALK SPRING 2023
Your Paycheck Up to Two Days Early* Enjoy Early Spending shop, dine out, and pay bills
Credit Union cannot assume any liability for not depositing these funds to a member account early.
*Triangle

The Art of Spending Money

Paying your bills on time each month may not seem like the most creative endeavor.

But the way you handle your household finances can reveal a lot about who you are as a person. It paints a one-of-a-kind picture of you, your values, and intentions.

It’s important to approach your finances with both creativity and intention, as a positive money mindset influences not only your financial well-being, but also your personal happiness and success. Triangle Financial Group helps our members by working together to align these habits and values, putting you in the best possible position to pursue the all-fulfilling life you’ve always imagined. If you would like to schedule an appointment to discuss your financial future, please email me. Look forward to hearing from you.

Nashua Office: 603-589-8168

Bedford Office: 603-471-4376

bluce@financialguide.com

www.trianglefinancialgroup.com

Seminars & Webinars

APRIL

• First Time Homebuyer Webinar

MAY

• Estate & Financial Planning

• Medicare & Long Term Care Webinar

JUNE

• Social Security

trianglecu.org - (603) 889-2470 Amherst - Derry - Manchester - Merrimack - Nashua NMLS# 528721
FINANCIAL GROUP
TRIANGLE
Financial & Business Planning investments, estate, and retirement
Long Term Care disability, insurances, and benefits
Seminars & Webinars complimentary without commitment
Triangle
The services offered through Triangle Financial Group are not a deposit and are not insured through NCUA or any other agency. Funds in these accounts are not guaranteed by the credit union and may go down in value. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Address: 101 Federal Street, Suite 800, Boston, MA 02110, 617.439.4389
Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC. CRN202603-4063645.
view our current YouTube Webinars. Visit the events page at trianglecu.org for dates, times, and registration.
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