Earnings Edge Free Check Up!

This engagement is for credit unions that may or may not be leveraging the most out of the Deposit Operations tools within CU*BASE! We will spend time discussing the CU*BASE qualified dividend toolkit, the CU*BASE Tiered Services toolkit, the CU*BASE marketing club toolkit, the CU*BASE cross sales toolkit, and additional resources within our network that are available. We will review with you each one of these strategies and why they should be important to you.

We’ll review:

• Do you have a rewards program for members to earn benefits based upon their patronage to your credit union? If not, we will discuss options available.
• Are you maximizing the Certificate/CD and Savings/Checking product configurations in CU*BASE?
• Do you have a cross sales program for your staff? And are you paying incentives? CU*BASE can help track the information for you.
• Have you ever paid your members a bonus dividend or patronage dividend? Did you know that native options exist in CU*BASE to pursue both concepts?
• We’ll make recommendations for products or perhaps engagements in this catalog that may be beneficial to you and why!
• Upcoming educational opportunities such as webinars, trainings, Conversations On… events.