Designing Teller Platforms for Our Future (Teller 3P)

A CEO Strategic Boot Camp Initiative

Starting in November, 2018, CU*Answers launched a major initiative to rethink the future of teller platforms from a big-picture, strategic point of view.  A teller system with a single Swiss-army-knife or kitchen-sink approach will not fit enough credit union tactical units any longer, so we’re working with CU leaders to design new teller tools and transactions that will take us into the future.

T1 Standard Teller

This is our existing soup-to-nuts Teller Line Posting tool used by thousands of credit union tellers across the network today. We plan to continue supporting this tool going forward, and credit unions can continue to use this exclusively, or as a companion to the new Xpress Teller tool, according to their ongoing teller line strategies.

T2 Xpress Teller

This project introduces 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.

See the separate Xpress Teller recipe

T3 Teller Automation

This project creates an interface between CU*BASE and a tablet or other type of teller automation hardware such as hybrid ATMs, Interactive Teller Machines (ITMs), and kiosk-type equipment.

See the separate Teller Automation recipe

Additional Resources

Open the slides from the November 2020 CEO Strategies Conference (PDF)
Watch the episode from the June 2020 Leadership Conference (PDF)
View the Boot Camp Update presentation from the November 2019 CEO Strategies event
Open the slides from the June 2019 Leadership Conference (PDF)
Open the slides from the May 2019 Task Force brainstorming session.
Open the slides from the 2018 CEO Boot Camp session (PDF)
Open the presentation from the T3 (Floating/API Integrations) Status Update Webinar
Watch the recording of the Feb. 14th T3 (Floating/API Integrations) Status Update Webinar
Open the presentation from the T2 (KISS) Status Update Webinar
Watch the recording of the Feb. 14th T2 (KISS) Status Update Webinar
Open the Project Overview and early mockups
Introduction from 2018 Leadership Conference
CEO Strategic Developers Boot Camp 2018
Boot Camp Task Force/Online & Mobile Tools: Save the Date

Updated
January 18, 2021

Leave a Comment

* denotes required fields
  • (will not be published)

XHTML: You can use these tags: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

Check Out the New Recipes We’re Cooking in the Kitchen!

Check Out the New Recipes We’re Cooking in the Kitchen!

Have you visited the Kitchen lately?  If not, take a look at our newest projects: Card Activity Optics Credit Card Statement Enhancements Introducing Biz Watch for ACH: ACH Controls for Business Memberships Max Earnings Sweeps for Business Members Positive Pay Cashier Services (for Inhouse Checks) RDC Enrollment via CU*BASE Summary Statements for Business Credit Cards… Read more »

Sep 29, 2020

Check Out the New Recipes We’re Cooking in the Kitchen!

Check Out the New Recipes We’re Cooking in the Kitchen!

Have you visited the Kitchen lately?  If not, take a look at our newest projects: Accounts Payable Enhancements Creating an Engine for Predictive Retailing (aka “Nostradamus”) Deposit Hold Enhancements Escrow Analysis Enhancements Expanding Screen Sizes for CU*BASE GOLD Mobile First Transaction Limits for Express Tellers Each of these recipes includes a place to provide comments,… Read more »

Jul 14, 2020

Check Out the New Recipes We’re Cooking in the Kitchen!

Check Out the New Recipes We’re Cooking in the Kitchen!

Have you visited the Kitchen lately? If not, take a look at our newest projects: Authentication Enhancements for Online/Mobile Banking Enhancements to the Credit Card Cash Back (CCCB) Feature Tracking Recoveries on Written-off Loans Each of these recipes includes a place to provide comments, suggestions, and additional feedback. Visit the Kitchen today – we’d love… Read more »

Aug 16, 2019

Visit the Kitchen Today for New Information on ACH Exception Processing Enhancements

Visit the Kitchen Today for New Information on ACH Exception Processing Enhancements

On May 9, 2019, a CU*Answers design team met to brainstorm ideas for changes to CU*BASE tools and processing routines.  Our main goal is to make it clearer to end-users how the tools work, including warnings about what to watch out for and tips for avoiding potential pitfalls. As a result of these preliminary conversations,… Read more »

May 14, 2019