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Welcome to the May Tricks of the Trade webinar!. From brochures to booklets, From charts to checklists, From flyers to forms, - PowerPoint PPT Presentation
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From brochures to booklets, From charts to checklists,
From flyers to forms,There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a
Tricks of the Trade email and hold this companion webinar, to highlight
key documents that will make your job easier!
Welcome to the May Tricks of the Trade
webinar!
Insert an arrow next to your favorite way to celebrate Memorial Day.
Ice Breaker
BeachHomePark
Focus of This Month’s Webinar:Remote Deposit Documentation
Today we’ll look at the following two key pieces of remote deposit documentation:
O “Remote Deposit Capture” brochureO “Promise Deposits” booklet
This webinar will give you a general overview of remote deposit options. For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at [email protected].
Please follow along in this webinar while I show you how to get there.
Getting to the Documents Featured in Today’s Webinar
Getting to the Documents Featured in Today’s Webinar
Getting to the Documents Featured in Today’s Webinar
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
Fun FactIn what year was remote deposit capture (RDC) first implemented by a financial institution?
Insert an arrow in the box with the correct answer.
2009
19992003
In 2003, “First Tennessee Bank in Memphis was one of the first
financial institutions to implement RDC.”
(source: http://www.fdic.gov/regulations/examinations/supervisory/insights/sisum09/primer.html)
Fun Fact Answer
Great job!
You won a jar of
homemade
raspberry jam!
Fun Fact Prize
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
“Remote Deposit Capture” Brochure
Why are there three different RDC options?Insert an arrow in the bubble with the right answer.
To serve different kinds of members
To accommodate different types
of phones
Because three is better than
two
Pop Quiz
Pop Quiz Answer
The reason that there are three different RDC options is that credit unions need to serve
different kinds of members.
Bravo! You’ve
won a box of
gourmet
chocolates!
Pop Quiz Prize
“Promise Deposits” Booklet
“Promise Deposits” Booklet
“Promise Deposits” Booklet
“Promise Deposits” Booklet
A member can make a promise deposit via:
Scanner
Credit union website
It’s Me 247 Online Banking
Insert an arrow in the bubble with the right answer.
Pop Quiz
A member can make a Promise Deposit via
It’s Me 247 Online Banking.
Pop Quiz Answer
Way to go!
You’ve won a
fruit basket!
Pop Quiz Answer
“Promise Deposits” Booklet
“Promise Deposits” Booklet
“Promise Deposits” Booklet
“Promise Deposits” Booklet
How can a credit union deny members access to Promise Deposits?
Deny the member through Member Personal Banker.
Don’t allow enrollment in
online banking.
Deny the enrollment
request made through online
banking.
Insert an arrow in the bubble with the right answer.
Pop Quiz
How can a credit union deny members access to Promise Deposits?
All of these:ODon’t allow enrollment in online banking
ODeny the member through Member Personal Banker
ODeny the enrollment request made through online banking
Pop Quiz Answer
Excellent!
You’ve won a
set of three
gift cards!
Pop Quiz Prize
“Promise Deposits” Booklet
“Promise Deposits” Booklet
“Promise Deposits” Booklet
Webinar Wrap-Up
On the whiteboard:
Write down your most valuable takeaway from today’s webinar.
Tricks of the Trade DocumentationCheck out all our Tricks of the Trade webinar
presentations and newsletters: http://cuanswers.com/tricks_of_trade.php
Tricks of the Trade Documentation
Tricks of the Trade Documentation
Thank you for attending the May Tricks of the Trade webinar!
For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar:
O “Remote Deposit Capture” brochure: http://www.cuanswers.com/pdf/cb_ref/RDC.pdf
O “Promise Deposits” booklet: http://cuanswers.com/pdf/cb_ref/promise_deposits.pdf#2013-04-12
For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at [email protected].
See you at next month’s Tricks of the Trade webinar!
