Online Forms: Introducing the “It’s Me 247” Request Center

We often receive Idea Form submissions regarding various requests that credit unions want members to be able to submit online, from direct deposit change requests to address change notifications.  Even in the lending arena, although It’s Me 247 does have its own integrated online loan app, CUs are looking for customized options and a more personal touch for their member apps.

In 2017 CU*Answers will launch a project we’re calling (for now) the It’s Me 247 Request Center.  Still very much in the design stages, it’ll be a new web-based solution where credit unions will be able to design their own custom forms and applications, then set up custom links to them using the online banking Launch Points feature which was recently released (visit the Internet Retailer Support Center for more details on the Launch Points navigation tool).

At this point the data for the forms will not be integrated directly into CU*BASE.  Data entered by the member would go to a new area we’re calling a “DMZ” which means it’s independent of our current database.  CU staff would work the requests from there – either simply fulfilling the member’s request, or re-keying information as appropriate into CU*BASE.

The end game is for us to use this as an incubator for forms and applications that are effective for credit unions, learning about what might be good integration projects we should tackle in the future.

The original catalyst for the idea was the age-old debate about what should be on our shared loan application – if you ask 100 credit unions, you get 100 different opinions!  So rather than throw darts at a board, we instead want to create an environment where CUs can design forms with whatever nuances are important to them.  Over time, then, better ideas about what a shared solution should be can start to emerge.  As the vision becomes clearer, we’ll know better what we should consider integrating into our existing solutions more directly.

View related slides from the 2017 Leadership Conference NEW

Review the slides from the 2016 Leadership Conference

Chefs for this recipe:  David Damstra and Ken Vaughn

July 24, 2017

Have you checked out the NCUA’s proposed 5300 Call Report changes?

Have you checked out the NCUA’s proposed 5300 Call Report changes?

Have you checked out the NCUA’s proposed 5300 Call Report changes yet?  The changes are targeted for March 2019, and the NCUA wants your feedback! The overall theme is modernization and simplification in order to reduce the reporting burden for credit unions.  Check out the 5300 Call Report Tools kitchen page for a highlight of… Read more »

Feb 15, 2018

Coffee, tea, and a mobile app for FREE?

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Introducing the FREE It’s Me 247 Mobile App Available for both Apple and Android operating systems, this hybrid mobile app is ready for your credit union customization! Join Kristian Daniel from CU*Answers’ Internet Retailer Support Center as he details how to get started with your FREE It’s Me 247 mobile… Read more »

Feb 1, 2016

Are Bill Pay Conversion Timelines a Consideration for Your Business Plan?

ATTENTION ONLINE AND SELF-PROCESSING CLIENTS USING BILL PAY As you begin to build your credit union’s 2016 Business Plan, don’t forget to keep the following bill pay conversion dates on your radar. Integration Option When More Details Will be Available When We’ll Be Ready to Start Scheduling Conversion Dates Contact Payveris via CU*Answers (VAR Integration) June-July 2015… Read more »

Sep 9, 2015

The New Future of Bill Payment Integrations

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Announcing a new future for bill pay vendor partnerships! This week, a letter was mailed to the CEO of each CU*Answers credit union currently partnered with Fiserv for its bill pay product. In this letter, we detailed the future of the relationship between CU*Answers and Fiserv as it relates… Read more »

May 22, 2015

Making a Splash with FEP!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: We’re making a splash with FEP! You still have a little time left to get your feet wet with FEP! Have you taken these steps yet? Step 1: Get Your Teams Ready Learn about FEP. Watch the FEP video. Choose at least one person, preferably someone who knows a little… Read more »

Jul 7, 2014

FEP Arriving with 14.1 Release

ATTENTION ONLINE CREDIT UNIONS GETTING FEP ON JULY 13: Don’t Forget! FEP is arriving with the 14.1 release on July 13! Release details are in the release email you received on July 3. FEP details are on our FEP/ING Kitchen page.

Jul 7, 2014