Master the Member Experience

Master the Member Experience

Make every relationship count with Xtend’s New Member Onboarding program (NMO) – the most efficient and effective way to improve engagement, retention and share of wallet. NMO is a series of personalized emails to new members, using member data to target their specific needs.  We focus on targeted marketing during the first 90 days of… Read more »

Sep 9, 2020

A Reminder for Xtend Shared Branching Credit Unions: Large Dollar Notification Forms

A Reminder for Xtend Shared Branching Credit Unions: Large Dollar Notification Forms

A reminder to all Xtend Shared Branching credit unions: when handling transactions/checks of $1500 or more, be sure to use the Large Dollar Notification Form, located here. Additional Shared Branching Reference Documents, including a Shared Branch Transaction Correction Form, Shared Branch Dispute Form, Shared Branching Agreement and Settlement Information can be located on the CU*Answers… Read more »

Aug 25, 2020

Action Required: Annual Location and Contact Information Audit

Attention all Xtend Shared Branching Participants Action Required: Annual Location and Contact Information Audit DEADLINE: July 10, 2020 As part of our annual verification process, we ask each Xtend Shared Branching Location to verify location & contact information once each year. To complete this task, you must submit the Shared Branching Information Update Form. Even… Read more »

Jun 29, 2020

With this Powerful Service, Identify where Your Credit Union is ‘Losing the Love’ from Members

With this Powerful Service, Identify where Your Credit Union is ‘Losing the Love’ from Members

Losing the Love is a CU*BASE tool that helps credit unions study the behavior patterns of recently closed members.  Your staff can reference these patterns to see if any currently open memberships are displaying similar behavior. Losing the Love is also offered as a marketing service by Xtend, where we identify currently open memberships that… Read more »

Jun 19, 2020