Credit unions are built on service and trust, and disputes are moments when those values matter most. Indirect disputes often involve information across systems, creating extra steps, deeper investigation and careful coordination. These cases can quickly add complexity to daily work, even as teams strive to maintain speed, accuracy, proper documentation and a positive member experience.

In this webinar, Nicole Thornburgh and Samantha Jackson (Ascend Credit Union) and Joe Storey (Provana) and Amanda Gilbert (Provana) will share their perspectives on what a modern indirect dispute management approach should look like today. They’ll discuss key principles and capabilities that help credit unions reduce manual work, improve accuracy, strengthen documentation practices and create a more consistent, defensible investigation process. Attendees will gain a clear understanding of what “good” looks like and how a modern, structured model can transform dispute handling while supporting compliance expectations.