Posts Tagged ‘switch’

SwitchTracker: A completely new way to help your members make the switch to your CU

September 17, 2014

The team here at EverythingCU has been hard at work, making innovative and bold strides in the way things are done, and we’ve developed a brand new service to help your CU get stronger.

We know that one of the things that forward-thinking CU professionals on EverythingCU (that’s you!) are looking for, is a better way to help your members make the switch to your CU.

Enter your new secret weapon, SwitchTracker.

What does SwitchTracker do?

SwitchTracker gives your members everything they need to make the switch to your CU quickly and efficiently, in an easy-to-use format. Not only does your member get personalized step-by-step instructions, they control email reminders that keep them on track to the finish line. And when your member needs help, they can reach out to your MSRs instantly from within the service.

Here are a few barriers your members face in trying to make the switch, and how SwitchTracker solves the issues:

  • Multiple intimidating forms and paperwork – SwitchTracker has a simple and easy one-page input
  • Questions arise that the member doesn’t know how to deal with – SwitchTracker has a help button and instructions
  • Members are unsure in what order to do the many steps – SwitchTracker breaks it down into a step-by-step checklist
  • Switch process started, but no follow-through – SwitchTracker sends periodic emails to remind the member what to switch next

Demo Time!

Take a quick ride in the SwitchTracker experience. Even if you’ve tried it before, demo SwitchTracker again so you can see these new features:

  1. Instructions on how to complete each step
  2. Member or MSR can input the checking account number so that the member has it handy for each switch
  3. Ability to contact each organization to be switched via PDF letter or email
  4. Congratulations message with your CU’s loan department contact information when the member finishes the switch

When you demo SwitchTracker, click one of the printer icons on the checklist page to view the PDF letters generated. Also, be sure to check off all of your switch items, and then click the “Update Checklist” button to see the congratulations message displayed when the switch is complete.

For more details, view the SwitchTracker information page.

There’s even more to SwitchTracker behind the scenes in your CU’s control panel, including comprehensive usage statistics. If you have questions, or would like a personal online demo, please email me, morriss@everythingcu.com, or Matt, matt@everythingcu.com. You can be up and running with this new service to help members make the switch to your credit union within a matter of just a few days.

Bring your members the best tool to help them make the switch to your credit union: SwitchTracker.

We’d love to get your feedback on this exciting new way to help your members make the switch to your CU. Feel free to comment here or ask any questions you may have!

eSwitchKit enhancements

June 13, 2013

Here is the latest on the new developments we’ve added to the eSwitchKit. We didn’t sit on our haunches after the launch; we’ve already made some improvements.

One of the most important portions of the new eSwitchKit is the real-time status checklist that’s created for the member to use throughout the switching process. A major upgrade we’ve just implemented is the ability for the member to re-send switch emails and/or to print switch letters at any time, via their personalized online switching checklist.

For member convenience, we’ve also added an “Already fill a switch kit out?” login area on the first page of the eSwitchKit. Just in case they’ve lost their email with the login link, or can’t access their email, they can still log in and view their checklist to see the status of their switches. We’ve also implemented a password retrieval system in case they don’t have that info handy.

If you are demo’ing the eSwitchKit, then in order to experience the eSwitchKit’s full capability, be sure to input your email address as well as create a username and password. After doing so, you’ll feel the same hand-holding experience your members will be receiving. You’ll get a copy of all of the secure emails, along with the most important email; the email guiding the member to their secure and personalized eSwitchKit checklist. If you’re interested in the eSwitchKit’s full capability, be sure to complete this step. There isn’t another switch kit in the country like it.

Why is the personalized eSwitchKit checklist important?

  1. In one convenient spot for the member, they have a record of every company that has been informed of the switch, and can check it at any time to see the real-time status of each company that has, or has not, replied to the notification.
  2. The secure emails sent to companies have specialized replies pre-written within the email that use radio button technology. The vendor selects an answer and that answer is instantly updated on the checklist.
  3. The member can stay in the know at all times concerning their account switches and they can re-send and re-print the switch emails and letters any time they need to.
  4. The receiving company can send notes back to the members via the secure emails and the notes will appear in real-time on the checklist.

Click here to demo the eSwitchKit.

We are also extremely pleased to announce that already six credit unions have signed on to the eSwitchKit in less than three weeks. Welcome aboard Pam Griffiths and the Railroad & Industrial FCU team as well as Malinda Warchus and the Electric Service CU team.

Announcing the innovative new eSwitchKit!

May 22, 2013

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: morriss@everythingcu.com 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!

Happy switching!

Thank you, Bank of America

October 28, 2011

Thank you, Bank of America, for implementing new and uncomfortable fees for your members. That is the impetus behind Bank Transfer Day, which has garnered national media attention for credit unions. This in turn has led to a large surge in inquiries about EverythingCU’s pioneering Online Switch Kit, which helps new members transfer their accounts from a bank to a credit union.

Happy credit unioning!

Bank Transfer Day is a beautiful thing!

October 27, 2011

Wow, all the publicity over Bank Transfer Day is so fantastic for all EverythingCU’ers! We’re also thrilled to be getting a flood of new inquiries about our Online Switch Kit lately… including being mentioned on CUESnet. We’ve been helping people switch from a bank to a credit union for 8 years, so it’s fun to see this getting such great attention from mainstream media.

I just spotted this ABC News clip being shared by a CU on Facebook:

The CU shown towards the end of the clip, where the young man makes the switch, is Charlotte Metro CU. They use a set of static PDFs to help people make the switch. ABC News reports this takes 12 minutes. Imagine how much faster it would be if they used EverythingCU’s Online Switch Kit!

Props to the more than 100 CUs who are already making it easier for their members! If you already have our Switch Kit, today is a great day to take another look at it and make sure everything is working perfectly with it.

Helping new members make the switch

October 20, 2011

Online Switch Kits continue to get excellent media coverage. Today, I received an email newsletter from the Northwest Credit Union Association (serving credit unions in Oregon and Washington), and was tickled to see an article on Switch Kits featured. The article is titled Can Switch Kits Increase New Member Satisfaction?

It was particularly happy for me to see this article appear in that trade publication since EverythingCU’s Online Switch Kit was born out of a session I attended at a 2002 CUES conference held in Seattle. There was a breakout session called Switch Kits presented by a credit union marketer from Pinellas County FCU. This breakout session was packed to standing room only. At that time, not many people were thinking about the online world, so it just seemed natural to me to create an online version of what they were writing out by hand, and thus the EverythingCU Online Switch Kit was born.

One point of pride for us with our Online Switch Kit: Since EverythingCU.com serves only credit unions, we have only credit unions as clients of this product. Therefore, the EverythingCU.com Online Switch Kit will NEVER help a person make the switch from a credit union to a bank…. only the “correct” direction, and that is from a bank to a credit union. We do have competitors, but as far as I know, none of them can make this claim.

If you aren’t one of the 112 credit unions already using the Online Switch Kit, what are you waiting for? If you are one, then thank you for your continued patronage and we hope you are seeing terrific usage from it by your new members!

The Online Switch Kit continues to garner inquiries

October 17, 2011

This morning, I saw several credit unions share on Facebook this video clip of CUNA President Bill Cheney appearing on CNBC:

CNBC Video Clip

I can’t help but notice that Mr. Cheney states that many credit unions have Switch Kits… my only question is: Does your credit union have a Switch Kit, and is it an automated Online Switch Kit, or an old-school static PDF? :)

With a grass-roots Bank Transfer Day approaching on November 5, now is a great time to implement an Online Switch Kit to make it easier for potential new members to make the switch to YOUR credit union!

It doesn’t take an Act of Congress…

October 11, 2011

We here at EverythingCU are thrilled that there is renewed, extra interest in helping more and more people leave their megaBanks (like BofA), and join their local credit union. I just ran across this article on the Bold Progressives web site, where they are calling for signatures to help pass legislation:

Bold Progressives: Petition Congress to make it easier to switch

Of course, if you already have EverythingCU.com’s online switch kit, you know that it doesn’t take an Act of Congress to make it easier to switch.

If you don’t already have it, find out what 111 other credit unions have discovered– you can make it easier to gain new members by making it easier for them to make the switch….. without waiting for the gridlock of Washington to untangle. (That might be a very long wait… don’t hold your breath!)


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