Onboarding 2.0
Free!
Let’s move your network forward—together, at no cost to you
Your credit union is always moving forward—and your network should be ready to move with you. Onboarding 2.0 is a complimentary, hands-on upgrade that brings the latest Network Services expertise, proven practices and capabilities directly to your Complete Care environment.
With Onboarding 2.0, our Network Services team takes a fresh, thoughtful look at your environment to uncover ways to make it more robust and better prepared for what’s next. We’ll bring forward the best practices we’ve developed since your original implementation and put them to work for your credit union. In most cases, that means 75–100 hours of dedicated engineering expertise invested in your network. Best of all, because you’re part of our CUSO, the Onboarding 2.0 upgrade is provided at no cost.
Every client deserves focused, one-on-one attention, so we welcome a limited number of Onboarding 2.0 upgrades each year. Join the waitlist today and take the next step toward an even stronger network.
How it works
- Review. We start by reviewing your environment with you, assessing 14 key areas against current Network Services and industry best practices—from identity and access, MFA and firewalls to Microsoft 365, email security, member data (NPI), endpoint protection, backups and Wi-Fi.
- Switching
- Firewall Configuration
- Remote Access
- Email Security (Exchange Defender)
- M365 Best Practices
- Anti-Virus & Malware
- Backups
- Internal Domain Configuration
- Patch Management
- Multi-Factor Authentication & DUO
- WiFi Best Practices
- Email Encryption (Zix/Purview)
- Network Documentation & Monitoring
- Umbrella Content Filtering
- Envision. Then we sit down with your team to explore what’s possible, share practical opportunities and show how each recommended enhancement moves your network forward.
- Plan. Together, we’ll prioritize the recommendations and build a clear, practical roadmap around the upgrades that make the most sense for your credit union.
- Advance. With your approval, we’ll put eligible configuration enhancements in place as part of the no-cost upgrade. If we identify opportunities that involve new hardware or software, we’ll explain them clearly so you can consider them separately and on your timeline.
What it means for you
| If you are… | You get… |
| CEO | Added confidence that your network is ready to support what’s next—plus a clear, board-ready summary of the investment being made in your credit union |
| Compliance Manager | A clear, dated record of the review and completed enhancements, giving you helpful documentation for future exams |
| IT Manager | A stronger, forward-looking environment—with our team handling the eligible configuration updates at no cost and with minimal demand on your workload |
Join the Onboarding 2.0 waitlist today. There’s no cost to participate—just an opportunity to give your network focused attention from a team that already knows and supports your credit union. Availability is limited and each engagement takes approximately 4-6 weeks, so order soon to get in line. We’ll contact you after placing your order to let you know when your engagement will be scheduled.
