EverythingCU Online Switch Kit2

770 views

Published on

Dan Reynolds presents a webinar discussing EverythingCU's Online Switch Kit, how it works and its latest features. Orginally presented as a webinar in July of 2008.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
770
On SlideShare
0
From Embeds
0
Number of Embeds
103
Actions
Shares
0
Downloads
5
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

EverythingCU Online Switch Kit2

  1. 1. presented by Dan Reynolds
  2. 2. <ul><li>Here’s What We’ll Cover What is the Online Switch Kit? and how does it work  How the process flows after you have ordered the Switch Kit  How the Online Switch Kit helps to reduce the hassle for the  What are some of the &quot;Best Practices&quot; to better utilize your CU's  About our newest improvements to the Online Switch Kit  To what extent we are able to customize the Online Switch Kit </li></ul>to your website member to switch their account to your Credit Union Switch Kit
  3. 3. What is the Online Switch Kit?
  4. 4. https://www.everythingcu.com/switchkit/index.cfm?orgid=1
  5. 7. Process <ul><li>Order the Switch Kit. </li></ul><ul><li>Sit back and relax. We start working on the back end creation of your Switch Kit. (created in roughly 48 hours) </li></ul><ul><li>3. An email with your Switch Kit link will be emailed to you. Once you or your IT department puts this link on your website, your Online Switch Kit is now operational. </li></ul><ul><li>If needed customized work can be done at $95 an hour. </li></ul><ul><li>At this point an invoice for your Switch Kit is created and sent via email and snail mail. </li></ul><ul><li>Once you’ve viewed the Switch Kit, and everything is ready to go, it’s time to put your Switch Kit up on your CU’s website. </li></ul>The Process - Here’s What Happens
  6. 9. Reduce the Hassle <ul><li>Order the Switch Kit. </li></ul><ul><li>Sit back and relax. We start working on the back end creation of your Switch Kit. (created in roughly 48 hours) </li></ul><ul><li>3. An email with your Switch Kit link will be emailed to you. Once you or your IT department puts this link on your website, your Online Switch Kit is now operational. </li></ul><ul><li>If needed customized work can be done at $95 an hour. </li></ul><ul><li>At this point an invoice for your Switch Kit is created and sent via email and snail mail. </li></ul><ul><li>Once you’ve viewed the Switch Kit, and everything is ready to go, it’s time to put your Switch Kit up on your CU’s website. </li></ul>Reduce the Hassle
  7. 10. Best Practices <ul><li>Order the Switch Kit. </li></ul><ul><li>Sit back and relax. We start working on the back end creation of your Switch Kit. (created in roughly 48 hours) </li></ul><ul><li>3. An email with your Switch Kit link will be emailed to you. Once you or your IT department puts this link on your website, your Online Switch Kit is now operational. </li></ul><ul><li>If needed customized work can be done at $95 an hour. </li></ul><ul><li>At this point an invoice for your Switch Kit is created and sent via email and snail mail. </li></ul><ul><li>Once you’ve viewed the Switch Kit, and everything is ready to go, it’s time to put your Switch Kit up on your CU’s website. </li></ul>“ Best Practices”
  8. 11. Spanish Switch Kit Spanish Switch Kit!
  9. 14. Q&A It’s Q&A Time!
  10. 15. Question from the audience: <ul><li>Q: Can you give us the link to the demo switch kit again? </li></ul><ul><li>A: Yes, it is: </li></ul><ul><li>https://www.everythingcu.com/switchkit/index.cfm?orgid=1 </li></ul>Question from the audience:
  11. 16. Question from the audience: <ul><li>Q: Can you email me that Switch Kit Best Practices document you mentioned? </li></ul><ul><li>A: Yes. Email me your request, and I’ll email it back to you. My email address is: [email_address] </li></ul><ul><li>EverythingCU’s toll free phone is: 800-860-7705 </li></ul>Question from the audience:
  12. 17. Question from the audience: <ul><li>Q: How much does the Online Switch Kit cost? </li></ul><ul><li>A: We use variable pricing based on your CU’s total loan size. Log into EverythingCU.com and click the switch kit link to see what your annual price would be. (It’s very reasonable.) </li></ul><ul><li>http://www.everythingcu.com/services/index.cfm?fuseaction=switchkit </li></ul>Question from the audience:
  13. 18. Question from the audience: <ul><li>Q: Has any CU directly attributed opening new checking accounts to your online switch kit? </li></ul>Question from the audience:
  14. 19. Question from the audience: <ul><li>Q: When a member sends the letter to the previous financial institution to close their account, is there ever any problem with them accepting it? </li></ul>Question from the audience:
  15. 20. Question from the audience: <ul><li>Q: Where does the switch kit actually reside? Does it live on our web servers? </li></ul>Question from the audience:
  16. 21. Question from the audience: <ul><li>For a full list of Switch Kit FAQs, please visit: </li></ul><ul><li>http://www.everythingcu.com/services/index.cfm?fuseaction=skfaq </li></ul>
  17. 22. Question from the audience: <ul><li>Q: Can you explain face-to-face again? </li></ul>Question from the audience:
  18. 23. Question from the audience: <ul><li>Q: How many people actually have all of their information with them when they come into the branch? </li></ul>Question from the audience:
  19. 24. Question from the audience: <ul><li>Q: Are there any Canadian credit unions using the switch kit? </li></ul><ul><li>A: Yes, we’ve made all the necessary conversions to make it work for our Canadian friends, and there is a CU in New Brunswick using it. </li></ul>Question from the audience:
  20. 25. Q&A It’s Q&A Time!

×