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We are considering enhancements to our relationship management tools and are in the process of gathering ideas. The plan is to get some projects started soon. Below are some of the ideas that we have received so far. If you have other ideas not listed, please add your comments below.
Marketing Clubs
Below are some of the enhancements we are considering:
Add Fee Waiver and Benefits options:
- ANR fees
- NSF fees
- ODP transfer fees
- Wire fees
- Phone transfer fees
- ACH on-demand fees
- Skip-a-pay fees
Add Active Status Tracking options:
- Insider/employee type code (for employee-only benefits clubs)
- Count/amount of transactions based on type: checks, ACH withdrawals, bill pay transactions, cash withdrawals, ATM withdrawals
- Either/or options for minimum # and minimum amount section (e.g., either five debit, five ACH, five Bill Pay, etc. or a combination of the transaction types totaling five transactions)
- SEG group (for special SEG-only benefits clubs)
- Maximum ANR fees, maximum NSF fees
- RDC enrollment or active (x deposits per month or something like that)?
- Other specific transaction activity like P2P, A2A, or RTP/FedNow?
New automated mechanism to move members to a different club if they fail Active Status Tracking requirements. As an example, this could include a technique to move a member out of a youth club to another club when they reach a certain age.
Customize the current “Club benefit payment” transaction description for rate benefits. For example, use the club name in the description.
For more information on Marketing Clubs, refer to the Marketing Clubs: Configuration, Benefits and Enrollment booklet
Tiered Services
Below are some of the enhancements we are considering:
Add more services and products to Products and Services per Member (PPM/SPM) config Tool #853 “Tiered Service Levels Program Config.”.
- RDC (PS#62746 Adding Tiered Services Points for RDC is in development)
- ACH on demand post
- Instant Payments eventually
Change default sort order/add column sorting to Tiered Services Rewards Points Inquiry.
More points/analysis options and/or fee waivers:
- ACH on demand
- P2P
- A2A
- RDC (see PS #62746)
- Skip-a-pay
- Wire fees
- ATM Surcharge fees (Tool #143)
For more information on Tiered Services, refer to the Tiered Service Levels – Implementation Guide.
The chef for this recipe is Karen Sorensen.
Feedback
Have thoughts or ideas about these changes? We’d love to hear your feedback. Use the Comment Section below.