Client Services and Education
Summary
The number-one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation.
This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement production.
Audience
This course is designed for marketing personnel and credit union leaders.
Objectives
By the completion of this course, participants will have:
- Explored user-configured features of statements
- Discussed key deadlines for timely statement production
- Reviewed insert specification and vendor mailing instructions
- Reviewed vendor insert deadlines
- Developed a comprehensive understanding of the statement process by discussing reference materials available
- Developed an understanding of the statement timeline
Topics
- Statement configurations
- Monthly statements
- Quarterly statements
- Annual Statements
- Statement audits
- Notification of Audit
- Coordination with CU*Answers
- Coordination with Statement Vendor
- Credit union deadlines
- Message/insert screens
- CU*Answers deadlines
- Vendor deadlines
- Missed deadlines
- Email Reminders
