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An update on our progress toward introducing It’s Me 247 Online Banking to your members this fall
Rollout Update September 18, 2007
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Today’s Agenda
Project Progress Report It’s Me 247 Online Banking software demo
– What’ll be different? What’ll be familiar?
Planned Infrastructure Improvements Implementation Plan and Release DatesMarketing to Your Members
– Online Banking Community
BONUS: Demo of other new online tools coming soon for your members!
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Project Progress ReportA Very Tight Development Schedule
So far, so good:– May 21 – Security Questions and new CU*@HOME login
pages introduced for online CUs (June 11-12 for self proc.)– June 20 – Kickoff at Annual Leadership Conference
• “It’s Me” promo video– July 20 – Online Banking Community introduced
• Prototype of the It’s Me 247 software– August 13 – Kitchen Update
• Artwork, webmaster tips, progress report– September 18 – Rollout update
And now...?
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Let’s Look at the Software
Some things will be new, and some things will be familiar...but with a different face
Out of the gate:– All the transaction handling capabilities of CU*@HOME– All the VMS capabilities of CU*@HOME– It’s me!...personalized color schemes and picture albums– It’s me!...choose a starting point, either account
summary or the message center– Significantly reduced # of clicks to many features, and
streamlined navigation to make thingsso much easier to find!
Infrastructure Improvements
Handling the higher demands on our network structure, from bandwidth to browsers
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More Than a Pretty Face
Standards compliant XHTMLHTTP compression between members and It’s
MeOptimized imagesNo more framesets Introducing Web 2.0 technologies like AJAX
A lot of mumbo jumbo to simply say:a better technical platform to build on for the
future
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We’re Investing In Your Members
It’s Me 247 will require at least double the amount of bandwidth of CU*@HOME, maybe more
So we’re investing in your future, and the future is nowBefore It’s Me 247 can go live:
– Installation of redundant, load balanced fiber-optic fractional DS3s to the Internet
– Initial increase in bandwidth (3x existing: 7.5Mbps 22Mbps) – Two different carriers for improved reliability – New routers with 10x capacity of current – Bandwidth easily upgradeable up to 90Mbps without requiring
new installations
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Bandwidth: The Full Story
An important variable
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An Important Variable: Member Connections to the Web Are Diverse
The operating systems and browsers actually used by members are all over the map
Check out these stats from August 2007 showing % of all member activity: Browsers
IE: 89.6% Firefox: 8.2% Safari: 1.4% Others: 0.8%
Ranging from
version 3.02 to 7.01!
Ranging from
version 3.02 to 7.01!
Operating Systems
Windows: 95.7% Macintosh: 2.2%Others or unknown: 2.1%
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An Important Variable: Member Connections to the Web Are Diverse
It’s Me 247 is being designed to conform with industry standards so that we can support the most popular tools– Browsers to recommend for optimal performance:
Microsoft IE (ver. 6 & 7), Firefox 2.0, and Safari 3
Improved graphical interface may mean that members getting by on older browsers may finally need to upgrade...or live with the imperfections (like they are probably doing now!)
Implementation Plan
So when are your members going to start seeing these new tools?
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Project Progress Report
And now...?– Early October – installation of new bandwidth – Mid-October – Beta with CU*Answers employees who
are members of Western Districts Members CU• Invitation-only beta test for select CU employees
– Late October – Full beta with WDMCU and KCCU– Late October – 2nd Rollout Update event (web
conference only; date to be announced)– November – Implementation to all CUs
We’re being very careful pending our beta results,
so no firm dates yet!
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Changes Planned Down the Road
Tiered Service points analysisQuicken downloadsAnalytics for demographic variables (Next
Suggested Product)Seasonal marketingContinued PIB developmentExpanding e-statements ...and a long list of cool things to come
No rest for the weary…2008 development will be at a furious pace
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...And More Cool Things To Come
Linking memberships Available funds inquiry (debit card holds,
check holds, secured funds)Pending ACH inquiryClick for chat (Xtension Call Center)
No shortage of dreams, and years of job security
Marketing to Your Members
Trying a different approach to reach a special group of members
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A New Age for Marketing to Your Members
First, flexible marketing online to online marketing, ahead of expensive collateral materials
A new design for collateral materials that send people to your virtual marketing, avoiding dated printed materials
Getting the message out through Member Reach / Member Connect
Teach your team to surf your digital marketing
Don’t print…Sprint!
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Cross-Marketing On All Online Channels
Your Website
Your Website
The OBCThe OBC
It’s Me247
It’s Me247
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Marketing To Your Members:
Use Your Website Now
It’s time to get rid of this:
...and replace it with one of these on your website:
Use the web snippet and these will automatically switch to It’s Me 247!
Get instructions for your webmaster In the Kitchen:
http://www.cuanswers.com/kitchen
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Marketing To Your Members:
Use Your Website Now
Free marketing and security education for your members...and you don’t have to lift a finger!
Update posted just last week!
Get instructions for your webmaster In the Kitchen:
http://www.cuanswers.com/kitchen
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Marketing To Your Members:
Online Banking Community
Are you marketing the OBC to yourmembers yet?
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Marketing To Your Members:
CU*BASE Member Connect
Use your channels: Emails, home banking messages can be sent any time using Member ConnectDear Member...“We’re excited about a new look for online banking coming this fall! Have you checked out the prototype for It’s Me 247 Online Banking yet? Visit our website and click the Online Banking Community button today!”
Dear Member...“CU*@HOME will be changing to It’s Me 247 Online Banking this fall. You’ll still be able to look at your accounts, transfer funds, and take care of your business just like you do in CU*@HOME now, with a fresh new look that can even be personalized with your favorite colors and pictures!”
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Marketing To Your Members:
YouTube Video
For $350, you can customize the It’s Me video with your CU information tagged at the end for television advertising
Contact Fulvew Productions at 616-458-5822
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Marketing To Your Members:
Web/PC/DVD Video
Our Self Service Short has been updated for It’s Me 247
If you are currently running this on screens in your office contact [email protected] for a free replacement
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Marketing To Your Members:
It’s Me Giveaways
It’s Me promotional mirrors– 250 @ $0.90 ea– 500 @ $0.74 ea– 1,000+ @ $0.69 ea
To customize with your logo and place an order for these round compact mirrors, contact Mary Mills at Suttersmill: [email protected] x218
Item No: 1125
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Marketing To Your Members:
Artwork For Your Materials
If you need artwork, color schemes or login buttons for your own marketing materials, visit the CU*Answers Kitchen!
http://www.cuanswers.com/kitchen
Bonus Time!A sneak preview of other new online tools designed especially for your business accounts...coming soon to all members via e-statements!
e-Statement Account Analysis
Teller Receipt Analysis
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Online Account Analysis
Will be available on the e-statement XML view for staff and members
Summary and detail organized by transaction type
Designed for your business accounts but available to all members
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New account summary analysis
section at the top of the XML statement
view
New account summary analysis
section at the top of the XML statement
view
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Expandable activity
analysis by sub-account
Expandable activity
analysis by sub-account
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Expandable activity
analysis by sub-account
Expandable activity
analysis by sub-account
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Online Teller Receipt Analysis
Will be accessed via a new link on the initial e-statements page for staff and members
Summary and detail organized by transaction type
For teller receipt data onlyDesigned for your
business accounts but available to all members
New Teller Receipt Analysis
Link
New Teller Receipt Analysis
Link
Thank you!
