Xpress Teller 101: Strategic Decisions

Welcome to Xpress Teller 101! Xpress Teller is a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. Xpress Teller will be available in the CU*BASE 21.05 release.

There are some high-level strategic decisions your credit union should be thinking about now, as you make your plans for implementing Xpress Teller during 2021. Here are only a few of the decisions your team should be thinking about as Xpress Teller moves closer to arrival.

Teller Services and Tools

What features will you offer at the teller line? Who will use which version of teller? Start thinking now about the strategy

Receipts

Are you prepared to implement vertical receipts? Remember, you don’t have to use Xpress Teller to use vertical receipts otherwise.

Workflow Rules

Who will decide what your workflow controls will be? How will you engage with the updated search capabilities?

Hardware and Training

Will tellers need larger monitors to use larger screen sizes? Who will head up your internal training efforts? Will you attend release training and the Earning’s Edge webinars to get the upper hand?

Verification and Engagement

Who will take the lead helping us verify the new system in the field? Will your credit union champion the evolution of Xpress Teller?

Read more about Xpress Teller and all the strategies your credit union should consider in the Kitchen:

https://www.cuanswers.com/resources/kitchen/t2-xpress-teller/

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