Name: Tune-Up/Service Engine Check (powered by Earnings Edge)
SKU: 3684
Availability: InStock

Tune-Up/Service Engine Check (powered by Earnings Edge)

$2,000.00

With this Tune-Up/Service Engine Check, the Earnings Edge team will visit your credit union to work with your management team on an agenda that focuses on your credit union’s strategic plans. If you don’t have any strategic plans, the Earnings Edge team can help develop an agenda with your credit union in mind and educate your team on how CBX and the CU*Answers team can help you achieve those goals. During this on-site/in-person event we will review the latest CBX releases, various CBX configurations (some of which you may not have reviewed since you converted to CBX), as well as any other topics that align with the vision of your credit union.

Sample Agenda

Day 1

9 AM – 10 AM Introductions, CBX Release Strategies, and Review of 22.XX CBX Release

10 AM – 12 PM Review of CBX Configurations. We will review many of the configurations that your team reviewed at the time you converted to CBX.

12 PM – 1 PM Working Lunch for Miscellaneous Questions/Discussion. How can CU*Answers assist your credit union in achieving your 2022 strategic goals?

1 PM – 3 PM Lending Configuration Review, Lending Workflow Strategies, Collections, etc.

3 PM – 4 PM Review of New/Favorite CBX Dashboards and Most Recent Analytics Booth Releases

Day 2

9 AM – 10 AM Follow-up/Questions from Day 1

10 AM – 11 PM Member Services Workflow Strategies, Configurations, and Tools

11 PM – 12 PM Wrap-Up/Miscellaneous Questions & Next Steps

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