EverythingCU.com is thrilled to announce an innovative new breakthrough in making it easy for your new members to switch their previous accounts over to your CU! Our new eSwitchKit makes switching incredibly easy via secure email and organized with a personalized online checklist that both your member and your credit union can monitor for real-time status updates.
Making the switch to your credit union has never been easier with our new eSwitchKit!
See for yourself how easy and convenient it is by trying out the Demo!
The eSwitchKit makes it easy for your member (or your MSRs to help your members) switch their previous accounts over to your credit union. The member’s information only needs to be entered one time, and the correct information is then sent to each vendor involved in the process, including Employer for Direct Deposit, previous Financial Institution for close account instructions, and for every ACH/Automatic Payment vendor as well as any vendors making automatic withdrawals via Debit Card.
The member is in control every step of the way, being able to decide which of these organizations are to receive account numbers, which organizations are to receive secure email communications, and which organizations are to receive printed and mailed letters.
- The most innovative switch kit in the industry brings the member an active, real time checklist with email alerts keeping the process top of mind and organized
- The member and credit union can access a Switching Checklist providing an up-to-the-second look at each step of the switch
- Member is alerted via email whenever a vendor responds with switching updates
- Full admin controls enables you to help your members through any sticking points
- SSAE 16 compliance and industry-standard 128-bit encryption
- Vendors can send messages back to the member in regards to switch status and details
- The eSwitchKit is the latest innovation from the same company that brought you the original Online Switch Kit in 2004 and Premium Online Switch Kit in 2011. More than 100 CUs nationwide employ these Switch Kits that have helped more than 23,000 members switch to their credit union
If you are currently using the Original or Premium Switch Kit and would like to upgrade, please contact me for your prorated upgrade pricing; via email: firstname.lastname@example.org or call me direct at 413-535-0621. For more information about the eSwitchKit or to place an order, visit the eSwitchKit Info/Sales page.
Initial feedback has been positive; feel free to let us know your thoughts and comments about this new concept in helping members make the switch to your CU!