Give Free Virtual StrongBoxes to Every Member Using It s Me 247

Transcription

1 Give Free Virtual StrongBoxes to Every Member Using It s Me 247 Through its relationship with Virtual StrongBox, CU*Answers provides all credit unions in the network with free cloud storage. Credit unions also have the ability to move to the next level with Virtual StrongBox with branding, profit sharing, and more.

2 Options to Match Your Strategy Standard Package This strategy is used for sending receipts and documents electronically to members. This option will allow you to provide minimal storage to members and have the ability to save money on printed receipts and forms. Your members will love the ability to retrieve their important documentation from It s Me 247 Online Banking. Members also love the added benefit of using encrypted technology to send documents to their credit union and others they trust without having to navigate to other websites. Members have the control of the amount of storage they own by making additional purchases. Premium Package With the Premium edition credit unions receive all of Standard with the features of standard with the additional benefits of logo branding, expanded storage options and revenue sharing from member purchases. The 5 key differences between standard and premium that can transform the way you interact with your member are: 1) Storage Flexibility CU controls the amount of space each member gets 2) Reward member loyalty with more space 3) CU and member can exchange documents and folders directly with each other no share links required 4) Establish internal and external groups for workflow; e.g. lending, account opening, etc. 5) One-to-one or one-to-many secure file, folder and group exchange capabilities There is no right or wrong answer, only the answer that works best for you. Converting from Standard to Premium is as simple as sending an . CU*Answers is here to assist. * Pricing may vary based on storage and branding options selected. Details are available upon request. For a complete list of features visit our website:

3 Send Receipts and Forms from ProDOC to Virtual StrongBox Today s society demands that credit unions have the ability to send receipts and documents to members electronically. CU*Answers has met this demand by adding a one click feature to ProDOC. With a simple click of the mouse you can send receipts or other forms directly to It s Me 247 Online Banking where the member can retrieve them from their StrongBox. This feature is available to all credit unions using CU*Answers Online or *In-House Imaging Solutions. *Credit Unions using CU*Answers In-House Imaging Solutions must be using Release Management or be operating on the most current version. For more information contact imaging@cuanswers.com. The Member Experiences the Feature Right in It s Me 247 Once the feature is activated, members will access their personal Virtual StrongBox from the My Documents section in It s Me 247. When members click the Go to Virtual StrongBox button, they will be taken directly to Virtual StrongBox where the can see their ereceipts and upload/download their documents using Virtual StrongBox pages accessed from it s Me 247. Increase Member Engagement with Automated Messaging CU*Answers and Virtual StrongBox have invested in your future as an internet retailer. Using our Get Member Info functionality, member address information is delivered from CU*BASE to Virtual StrongBox. In turn Virtual StrongBox delivers customized messages to the member. Regardless of the package type, all participating credit unions get transactional messages and pending registration messages for free. Transactional Messages For those sending receipts for forms to your member s Virtual StrongBox, the member will receive a plain text message indicating there is a document waiting. This message encourages members to experience the benefits of the free storage options you are providing.

4 Pending Registration Message If the member has not activated their Virtual StrongBox, they will get a one-time friendly reminder to log in and experience the benefits of utilizing this valuable service. * Be sure to ask Virtual StrongBox about your personal branding options for Transactional and Pending Registration member communications. Virtual StrongBox Allows Members to Exchange Documents via a Secure Link Members can also share private documents with whomever they wish, including your credit union. You can also use the service to exchange and distribute documents securely with any of your members. This alternative to traditional and file exchange services has proven to be very popular, and allows you to provide top-notch service to your members. Yes! My Credit Union is Ready to Activate Virtual StrongBox in It sme247. Launching Virtual StrongBox is very easy for your staff. CU*Answers will act as your product launch coordinator every step of the way. Quick Launch Flight Plan Follow these easy steps for a carefree launch of Virtual StrongBox. 1. Review and select your Virtual StrongBox package and order from the CU*Answers Online Store. 2. Review agreements delivered by CU*Answers Managed Services & Virtual StrongBox 3. Return your executed agreements to CU*Answers & Virtual StrongBox and select your internal associate who will make decisions regarding your training and activation dates. 4. Using our FAQs and feature videos, educate your staff and board on the benefits of implementing Virtual StrongBox as an important part of your internet retailer strategy. 5. Virtual StrongBox will help you coordinate your Admin. Portal and initial training. 6. CU*Answers will coordinate the activation date. On this date we will test sending an image to from your credit union to Virtual StrongBox and watch the process from the perspective of the member.

5 7. Invite your staff to be a part of the Virtual StrongBox experience. Marketing Made Easy with a Variety of Branded Offerings Grand Opening Host staff training Send receipts/documents to each other s Virtual StrongBox Upload a document Share the VSB Academy 8. Market to your members! CU*Answers will monitor the activation process ensuring you are well prepared to take flight! imaging-solutions/my-virtual-strongbox Make a statement with your board, management staff, frontline associates and members with a Grand Opening. Additional Marketing via the Member Educational Series Once we have the member information updated in VSB, we re able to create an automated campaign series that educates your member on the benefits and value of the online safe deposit box service your credit union is providing them. Our automated engine is designed to send a branded to individual members at certain intervals. With our education series. you pick the templates you want, in the order that you want and the number of days between each . Choose 1 or all 6 custom designed messages 1. 1 day after registration 2. Be 30 days after registration days after registration 4. How To 120 days after registration 5. Backup 150 days after registration 6. Grandma s 180 Days after registration * Be sure to ask Virtual StrongBox about customizing your delivery schedule

6 Member Educational Series Fees and Disclosures Creation of custom branded templates for your credit union by VSB $150 per template (minimum two) or all 6 for $750 Creation of custom branded templates for your credit union by CU or other third party $50 per template (maximum of 6) Annual Processing Fee - $600 per year Delivery of messages relative to the member educational series are dependent upon member activation of their Virtual StrongBox. Members with opt out flags inside of CU*BASE are omitted from the VSB Educational Series Implementing Strategies Contact a representative of Virtual StrongBox at accountservices@virtualstrongbox.com or call Can t find an answer? Visit our website for answers to Frequently Asked Questions and side by side comparisons! open.cuanswers.com/mvsb Learn More about Virtual StrongBox cuanswers.com/imaging-solutions

7 For a Complete List of Features visit our website: CU*Answers - management-services/imaging_solutions/virtual_strongbox/2019

8 To Get Started... Imaging Solutions CU*Answers th Street SE Grand Rapids, MI (800)