Posts Tagged ‘EverythingCU.com’

SwitchTracker: A completely new way to help your members make the switch to your CU

September 17, 2014

The team here at EverythingCU has been hard at work, making innovative and bold strides in the way things are done, and we’ve developed a brand new service to help your CU get stronger.

We know that one of the things that forward-thinking CU professionals on EverythingCU (that’s you!) are looking for, is a better way to help your members make the switch to your CU.

Enter your new secret weapon, SwitchTracker.

What does SwitchTracker do?

SwitchTracker gives your members everything they need to make the switch to your CU quickly and efficiently, in an easy-to-use format. Not only does your member get personalized step-by-step instructions, they control email reminders that keep them on track to the finish line. And when your member needs help, they can reach out to your MSRs instantly from within the service.

Here are a few barriers your members face in trying to make the switch, and how SwitchTracker solves the issues:

  • Multiple intimidating forms and paperwork – SwitchTracker has a simple and easy one-page input
  • Questions arise that the member doesn’t know how to deal with – SwitchTracker has a help button and instructions
  • Members are unsure in what order to do the many steps – SwitchTracker breaks it down into a step-by-step checklist
  • Switch process started, but no follow-through – SwitchTracker sends periodic emails to remind the member what to switch next

Demo Time!

Take a quick ride in the SwitchTracker experience. Even if you’ve tried it before, demo SwitchTracker again so you can see these new features:

  1. Instructions on how to complete each step
  2. Member or MSR can input the checking account number so that the member has it handy for each switch
  3. Ability to contact each organization to be switched via PDF letter or email
  4. Congratulations message with your CU’s loan department contact information when the member finishes the switch

When you demo SwitchTracker, click one of the printer icons on the checklist page to view the PDF letters generated. Also, be sure to check off all of your switch items, and then click the “Update Checklist” button to see the congratulations message displayed when the switch is complete.

For more details, view the SwitchTracker information page.

There’s even more to SwitchTracker behind the scenes in your CU’s control panel, including comprehensive usage statistics. If you have questions, or would like a personal online demo, please email me, morriss@everythingcu.com, or Matt, matt@everythingcu.com. You can be up and running with this new service to help members make the switch to your credit union within a matter of just a few days.

Bring your members the best tool to help them make the switch to your credit union: SwitchTracker.

We’d love to get your feedback on this exciting new way to help your members make the switch to your CU. Feel free to comment here or ask any questions you may have!

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Announcing the innovative new eSwitchKit!

May 22, 2013

EverythingCU.com is thrilled to announce an innovative new breakthrough in making it easy for your new members to switch their previous accounts over to your CU! Our new eSwitchKit makes switching incredibly easy via secure email and organized with a personalized online checklist that both your member and your credit union can monitor for real-time status updates.

Making the switch to your credit union has never been easier with our new eSwitchKit!

See for yourself how easy and convenient it is by trying out the Demo!

The eSwitchKit makes it easy for your member (or your MSRs to help your members) switch their previous accounts over to your credit union. The member’s information only needs to be entered one time, and the correct information is then sent to each vendor involved in the process, including Employer for Direct Deposit, previous Financial Institution for close account instructions, and for every ACH/Automatic Payment vendor as well as any vendors making automatic withdrawals via Debit Card.

The member is in control every step of the way, being able to decide which of these organizations are to receive account numbers, which organizations are to receive secure email communications, and which organizations are to receive printed and mailed letters.

  • The most innovative switch kit in the industry brings the member an active, real time checklist with email alerts keeping the process top of mind and organized
  • The member and credit union can access a Switching Checklist providing an up-to-the-second look at each step of the switch
  • Member is alerted via email whenever a vendor responds with switching updates
  • Full admin controls enables you to help your members through any sticking points
  • SSAE 16 compliance and industry-standard 128-bit encryption
  • Vendors can send messages back to the member in regards to switch status and details
  • The eSwitchKit is the latest innovation from the same company that brought you the original Online Switch Kit in 2004 and Premium Online Switch Kit in 2011. More than 100 CUs nationwide employ these Switch Kits that have helped more than 23,000 members switch to their credit union

If you are currently using the Original or Premium Switch Kit and would like to upgrade, please contact me for your prorated upgrade pricing; via email: morriss@everythingcu.com or call me direct at 413-535-0621. For more information about the eSwitchKit or to place an order, visit the eSwitchKit Info/Sales page.

Initial feedback has been positive; feel free to let us know your thoughts and comments about this new concept in helping members make the switch to your CU!

Happy switching!

10.49% loan growth for our KickStart client

February 13, 2013

While the NCUA has not yet released the 4th Quarter 2012 5300-data for all CUs, it is available for many CUs on an individual basis.

We can’t help but be beaming proud of Carole Wight and Holy Rosary CU…. and the terrific results she’s getting with her EverythingCU.com KickStart.

I just checked the 4Q12 5300 report for Holy Rosary, and it’s even better than we thought it’d be! We were hoping they would maintain a 3.9% lending growth rate, and THEY WOUND UP BEATING IT! Lending is up EVEN MORE than the previous quarter! Loans are up by 6.3% in just the past quarter!

The last two quarters combined have seen Holy Rosary’s lending go up by 10.49%! If her loan portfolio continues to grow at that pace, her CU will have seen a TWENTY PERCENT increase in loans for the year! Wow! Never in our wildest imaginations did we think KickStart could have such an immediate impact on a CU’s loan portfolio, but the proof is in the NCUA 5300 numbers.

Here is the latest:
Dec 31, 2010: 4,758,649
Mar 31, 2011: 4,647,966
Jun 30, 2011: 4,623,701
Sep 30, 2011: 4,719,143
Dec 31, 2011: 4,918,250
Mar 31, 2012: 7,623,506 <– Merger with a smaller CU
Jun 30, 2012: 7,607,091
Sep 30, 2012: 7,906,605 <– 1st full qtr w/KickStart
Dec 31, 2012: 8,405,157 <– 2nd full qtr w/KickStart

Holy Rosary CU (MO) Loan Growth

If you are ready to give KickStart Online Lending a try, then check out the SPECIAL OFFER we are running, or learn more on the KickStart information page.

Bank Transfer Day is a beautiful thing!

October 27, 2011

Wow, all the publicity over Bank Transfer Day is so fantastic for all EverythingCU’ers! We’re also thrilled to be getting a flood of new inquiries about our Online Switch Kit lately… including being mentioned on CUESnet. We’ve been helping people switch from a bank to a credit union for 8 years, so it’s fun to see this getting such great attention from mainstream media.

I just spotted this ABC News clip being shared by a CU on Facebook:

The CU shown towards the end of the clip, where the young man makes the switch, is Charlotte Metro CU. They use a set of static PDFs to help people make the switch. ABC News reports this takes 12 minutes. Imagine how much faster it would be if they used EverythingCU’s Online Switch Kit!

Props to the more than 100 CUs who are already making it easier for their members! If you already have our Switch Kit, today is a great day to take another look at it and make sure everything is working perfectly with it.

The Online Switch Kit continues to garner inquiries

October 17, 2011

This morning, I saw several credit unions share on Facebook this video clip of CUNA President Bill Cheney appearing on CNBC:

CNBC Video Clip

I can’t help but notice that Mr. Cheney states that many credit unions have Switch Kits… my only question is: Does your credit union have a Switch Kit, and is it an automated Online Switch Kit, or an old-school static PDF? 🙂

With a grass-roots Bank Transfer Day approaching on November 5, now is a great time to implement an Online Switch Kit to make it easier for potential new members to make the switch to YOUR credit union!

Thank you, Executive Members

April 18, 2011

On this bright and shiny spring morning (Patriot Day if you live in the state of Massachusetts), I’d just like to take a minute to thank all of you Executive Members of EverythingCU. Many of you have been with us since the very early days of the site (2001-2002), and many of you have joined the community along the way. I’m always gratified, honored, humbled and awestruck about the comments you have for the community here. And thank you for sharing the EverythingCU love with so many of your peers and colleagues, at your own, and other credit unions.

I know that this economy continues to be very tough, for both your credit union and your members, which is why we appreciate all the more that so many of you have kept EverythingCU Executive Membership in your budgets. There are currently 270 credit unions who are Executive Members, representing a combined 1,181 credit union professionals.

Just in case you aren’t completely familiar with all the benefits of Executive Membership, let me remind you of them so that you can be sure you are taking full advantage of your benefits.

• Executive Membership applies to all employees at your credit union, no matter if they are already signed up on EverythingCU, or if they sign up later, while the CU’s annual Executive Membership is still in effect.
• Executive Membership allows you to download an unlimited number of documents from the 1451 that you’ve contributed over the years.
• Executive Membership gets you discounts on the products that we offer, including the Online Switch Kit, Marketing Budget Report, Plumwall, Beehive, and Video Tutorials in the Knowledge Warehouse.

And as if all of that wasn’t enough, Executive Membership also gives you the option to post messages on the discussion anonymously for those times when you have a controversial topic you’d like to discuss without fear of reprisal.

If you are already an Executive Member, be sure to tell your colleagues at your credit union that they should register on the site so that they too can enjoy the benefits of your credit union is already receiving.

So thank you again, and enjoy this fine spring day!

Marketing your CU’s Credit Cards

December 16, 2010

Right now, it’s a little bit more than a month away, but I’m nevertheless already excited for EverythingCU’s next webinar, How to Determine Your Credit Card Portfolio’s Marketing Needs which will be presented by Ondine Irving, creator of the nationally recognized Credit Card Connection program.

Ondine is an expert in credit union credit cards and her consulting branch is Card Analysis Solutions. Because of her deep knowledge of this arena of CU business, she routinely saves her clients tens of thousands of dollars by eliminating unnecessary and redundant charges coming from the card processor.

In this webinar, Ondine will show you how to analyze YOUR current card portfolio to determine what course of marketing action will maximize your ROI. Sometimes your card processor wants to sell you something that will benefit your credit union, but sometimes they are trying to sell you something which is in their best interests, which is not necessarily yours. Attend this webinar to gain the knowledge to put yourself in the driver’s seat of your card portfolio. You might even end up being able to save your CU some money on the expense side as well.

In the meantime, make sure your credit union is listed in the national database of the Credit Card Connection by registering here (which is FREE). Suze Orman continually promotes this site through her latest book and tv appearances, and credit unions that are featured get a steady flow of new card applications.

To learn more about the webinar including pricing, or to sign up for it, register yourself on EverythingCU.com (which is quick, free and easy) if you haven’t already, and check out this webinar’s detail page here.

Video tutorial: CU Marketing Budget Report

October 1, 2010

This video is quite a bit longer, 10 minutes, but it explains in depth the Credit Union Marketing Budget Report, how it works, and some of the many methods of peer comparisons it offers. These comparison pages include marketing budget, loan growth, share growth, PFI, Net Income, YTD Marketing Budget, and more. It enables you to compare your CU to your peers in your state, region, or nationwide. If you’ve never checked out the CU Marketing Budget Report, this video gives you an inside look!

Oh yes, and every page can be exported to Excel too.

And big props to EverythingCU member, (and EverythingCUJungle Fantasy Football League winner in 2005), Doug Ralston, VP of Hermantown FCU in Minnesota for being a great sport and long-time CU Marketing Budget Report user!

Video tutorial: Executive Membership

September 30, 2010

In this 4-minute video, I explain the benefits of EverythingCU.com Executive Membership, how to order it, and how it works. If you have any questions, please feel free to email me any time!

Video tutorial: Attending a webinar

September 29, 2010

In this 6-minute video, I explain how to order a webinar, and also show you some features of EverythingCU.com’s unique webinar interface, which is designed to maximize interaction between presenter and attendees.

Enjoy! I hope this is useful, and helps you maximize what you get out of YOUR online community resource! Let me know what you think.