On this episode of The Allied Angle, Allied’s Anne Holtzman, SVP of Client Experiences and Risk Management Services, and Cindy Bryant, SVP of Client Sales and Support demystify CPI. Together they unpack today’s regulatory spotlight, shifting lender and borrower expectations, and the tension between profit and purpose.
:47 Get to know Anne and Cindy.
7:55 The current state of CPI and how it's evolved over the past five years.
13:41 What are the trends driving how lending institutions are evaluating their CPI relationships?
18:02 How a CPI relationship can either support or disrupt a credit union's member-first mission.
21:04 The risks when CPI providers prioritize automation and volume over precision and care.
25:48 What's causing the rise in the number of CPI providers facing regulatory scrutiny?
31:43 How CPI influences brand equity during times of customer financial hardship?
38:28 Allied's unique approach to CPI and how it's changing the narrative.
45:44 Why Allied's choice of delayed billing and reduced placements benefits both financial institutions and their customers.
51:36 Final words of advice for FI executives looking to sign their next CPI contract.
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