The BizLink team is your credit union’s resource for everything related to Business Member Programs. Our consulting related to credit union business member programs focuses on three distinct channels:
- Business services and savings portfolio configurations and consulting
- Business lending portfolio configurations and consulting
- Business member program partner integration management and consulting
BizLink Quick Jump
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Our Initiatives for 2021
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The BizLink Team has worked with the our advisory board and partners to identify five initial initiatives and projects for development for business members in 2020. The five projects listed are the only projects the advisory board will have the ability to drive development on. If the board wishes to add a new project, one will need to be completed or removed and put on hold. While these projects will be the main focus for the BizLink Team to bring to market, we will not limit ourselves to other efforts nor give up our ability to pivot as projects develop.
1. Business Sweep Accounts
Developing the ability for business members to move funds from one account at EOD and transfer the funds to another account at BOD. See the recipe in the Kitchen for more details on our new Max Earnings product!
(last updated 11/13/20)
2. Corporate Credit Card Program
Currently in the process of documenting how corporate credit cards currently work in CU*BASE and soliciting feedback from the BizLink advisory board as to their needs for a corporate card program. See the recipe in the Kitchen for more details on our new Summary Statement for Business Credit Cards.
(last updated 12/8/20)
3. Business Online Banking Tiers
New levels of business online/mobile banking will debut in 2021, starting with a rebranding of our existing multi-login business banking solution from It’s My Biz 247 to BizLink 247, then introducing a new single-login solution for small businesses and members with a side gig. Credit unions will have multiple options to offer business members based on the needs of the individual business. See the recipe in the Kitchen for details.
(last updated 2/11/21)
4. ACH Services
CU*Answers continues to work with and influence Magic Wrighter on User Experience/User Interface enhancements for the ACH toolkit that is provided to Business Members (ACH Direct). In addition to that CU*Answers and Magic Wrighter are working together on the design of a Single-Sign-ON (SSO). Magic Wrighter is currently in the process of building the SSO framework and is meeting with CU*Answers bi-weekly to discuss the project. CU*Answers also has arrangements for credit unions that have a desire to work with Corporate One, My CU Services, and Jack Henry to offer their respective ACH services to their business members. Store tiles for each of these offerings will be available within the CU*Answers online store and orders will be fulfilled by the respective parties
(last updated 2/7/21)
5. Positive Pay
CU*Answers and eDOC Innovations have worked together to bring a Positive Pay offering to business members. There will be multiple phases to this project. The initial project, introduced in the 20.07 release, allows business members to enter check numbers that they are authorizing to clear, either manually or uploaded via a file, using a new online tool from eDOC Innovations. Business members will be required to log in to the tool via online banking each day in order to perform their daily review of checks written. (Open the Positive Pay documentation.)
Next up: New ACH posting controls for business memberships (see the “Biz Watch for ACH” recipe in the Kitchen) and adding cashier services for in-house checks to the existing Positive Pay program (see the recipe in the Kitchen). We’ll also continue to discuss the “reverse positive pay” concept with our Advisory Board.
(last updated 11/10/20)
Understanding the Phases of a Project
How does an idea move from a conversation to something live and in production? There are multiple steps we take at CU*Answers behind the scenes and list below are the milestone phases you can expect all of our five main focus projects to go through.
- Brainstorming
- Project nominated by Board
- Creation of technical specifications & Board acceptance
- Project Sheet Created and Approved / Declined.
- Programming scheduled and Target Release determined
- Project Released Date
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Have questions? Interested in engaging your Business Members? We’ve got the tools to get you started. Contact BizLink!
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