An update on our progress
toward introducing
It’s Me 247 Online Banking
to your members this fall
Rollout Update
September 18, 2007
Today’s Agenda
 Project Progress Report
 It’s Me 247 Online Banking software demo
–
What’ll be different? What’ll be familiar?
 Planned Infrastructure Improvements
 Implementation Plan and Release Dates
 Marketing to Your Members
–
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Online Banking Community
BONUS: Demo of other new online tools
coming soon for your members!
Project Progress Report
A Very Tight Development Schedule
 So far, so good:
–
–
May 21 – Security Questions and new CU*@HOME login
pages introduced for online CUs (June 11-12 for self proc.)
June 20 – Kickoff at Annual Leadership Conference
•
–
July 20 – Online Banking Community introduced
•
–
Prototype of the It’s Me 247 software
August 13 – Kitchen Update
•
–
“It’s Me” promo video
Artwork, webmaster tips, progress report
September 18 – Rollout update
 And now...?
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Let’s Look at the Software
 Some things will be new, and some things will be
familiar...but with a different face
 Out of the gate:
–
–
–
–
–
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All the transaction handling capabilities of CU*@HOME
All the VMS capabilities of CU*@HOME
It’s me!...personalized color schemes and picture albums
It’s me!...choose a starting point, either account summary
or the message center
Significantly reduced # of clicks to many features, and
streamlined navigation to make things
so much easier to find!
Infrastructure
Improvements
Handling the higher
demands on our network
structure, from bandwidth
to browsers
More Than a Pretty Face
 Standards compliant XHTML
 HTTP compression between members and It’s Me
 Optimized images
 No more framesets
 Introducing Web 2.0 technologies like AJAX
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A lot of mumbo jumbo to simply say:
a better technical platform to build on for the future
We’re Investing In Your Members
 It’s Me 247 will require at least double the amount of
bandwidth of CU*@HOME, maybe more
 So we’re investing in your future, and the future is now
 Before It’s Me 247 can go live:
–
–
–
–
–
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Installation of redundant, load balanced fiber-optic fractional
DS3s to the Internet
Initial increase in bandwidth (3x existing: 7.5Mbps  22Mbps)
Two different carriers for improved reliability
New routers with 10x capacity of current
Bandwidth easily upgradeable up to 90Mbps without requiring
new installations
Bandwidth: The Full Story
An important variable
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An Important Variable:
Member Connections to the Web Are Diverse
 The operating systems and browsers actually used by
members are all over the map
 Check out these stats from August 2007 showing
% of all member activity:
Operating Systems
Windows:
Macintosh:
Others or
unknown:
9
95.7%
2.2%
2.1%
Browsers
IE:
Firefox:
Safari:
Others:
89.6%
8.2%
1.4%
0.8%
Ranging
from
version
3.02 to
7.01!
An Important Variable:
Member Connections to the Web Are Diverse
 It’s Me 247 is being designed to conform with
industry standards so that we can support the most
popular tools
–
Browsers to recommend for optimal performance:
Microsoft IE (ver. 6 & 7), Firefox 2.0, and Safari 3
 Improved graphical interface may mean that
members getting by on older browsers may finally
need to upgrade...or live with the imperfections (like
they are probably doing now!)
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Implementation Plan
So when are your members
going to start seeing these
new tools?
Project Progress Report
 And now...?
–
–
Early October – installation of new bandwidth
Mid-October – Beta with CU*Answers employees who are
members of Western Districts Members CU
•
–
–
–
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Invitation-only beta test for select CU employees
Late October – Full beta with WDMCU and KCCU
Late October – 2nd Rollout Update event (web conference only;
date to be announced)
November – Implementation to all CUs
We’re being very careful pending our beta results,
so no firm dates yet!
Changes Planned Down the Road
 Tiered Service points analysis
 Quicken downloads
 Analytics for demographic variables (Next Suggested
Product)
 Seasonal marketing
 Continued PIB development
 Expanding e-statements
 ...and a long list of cool things to come
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No rest for the weary…
2008 development will be at a furious pace
...And More Cool Things To Come
 Linking memberships
 Available funds inquiry (debit card holds, check
holds, secured funds)
 Pending ACH inquiry
 Click for chat (Xtension Call Center)
No shortage of dreams, and years of job security
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Marketing to Your
Members
Trying a different approach
to reach a special group of
members
A New Age for Marketing to
Your Members
 First, flexible marketing online to online marketing,
ahead of expensive collateral materials
 A new design for collateral materials that send
people to your virtual marketing, avoiding dated
printed materials
 Getting the message out through Member Reach /
Member Connect
 Teach your team to surf your digital marketing
Don’t print…Sprint!
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Cross-Marketing On All
Online Channels
The
OBC
Your
Website
It’s Me
247
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Marketing To Your Members:
Use Your Website Now
 It’s time to get
rid of this:
 ...and replace it with one
of these on your website:
 Use the web snippet and these will
automatically switch to It’s Me 247!
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Get instructions for your webmaster In the Kitchen:
http://www.cuanswers.com/kitchen
Marketing To Your Members:
Use Your Website Now
 Free marketing
and security
education for
your members...
and you don’t
have to lift a
finger!
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Update
posted
just last
week!
Get instructions for your webmaster In the Kitchen:
http://www.cuanswers.com/kitchen
Marketing To Your Members:
Online Banking Community
 Are you marketing the OBC to your
members yet?
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Marketing To Your Members:
CU*BASE Member Connect
 Use your channels: Emails, home banking messages
can be sent any time using Member Connect
Dear Member...
“We’re excited about a new
look for online banking
coming this fall! Have you
checked out the prototype
for It’s Me 247 Online
Banking yet? Visit our
website and click the Online
Banking Community button
today!”
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Dear Member...
“CU*@HOME will be changing to
It’s Me 247 Online Banking
this fall. You’ll still be
able to look at your
accounts, transfer funds, and
take care of your business
just like you do in CU*@HOME
now, with a fresh new look
that can even be personalized
with your favorite colors and
pictures!”
Marketing To Your Members:
YouTube Video
 For $350, you can
customize the
It’s Me video with
your CU information
tagged at the end for
television advertising
 Contact Fulvew
Productions at
616-458-5822
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Marketing To Your Members:
Web/PC/DVD Video
 Our Self Service Short has been updated for
It’s Me 247
 If you are currently running this on screens in your
office contact mhaehnel@cuanswers.com
for a free replacement
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Marketing To Your Members:
It’s Me Giveaways
 It’s Me promotional mirrors
–
–
–
250 @ $0.90 ea
500 @ $0.74 ea
1,000+ @ $0.69 ea
 To customize with your logo and
place an order for these round
compact mirrors, contact Mary
Mills at Suttersmill:
mary@suttersmill.com
800-824-0594 x218
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Item No: 1125
Marketing To Your Members:
Artwork For Your Materials
 If you need artwork,
color schemes or
login buttons for your
own marketing
materials, visit the
CU*Answers Kitchen!
http://www.cuanswers.com/kitchen
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www.itsme247.com
We’re excited...and we hope you are, too!
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Bonus Time!
A sneak preview of other new
online tools designed
especially for your business
accounts...coming soon to all
members via e-statements!
 e-Statement Account Analysis
 Teller Receipt Analysis
Online Account Analysis
 Will be available on the
e-statement XML view
for staff and members
 Summary and detail
organized by
transaction type
 Designed for your
business accounts
but available to all
members
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New account summary
analysis section at the
top of the XML
statement view
Expandable
activity analysis
by sub-account
Expandable
activity analysis
by sub-account
Online Teller Receipt Analysis
 Will be accessed via a new link on the initial e-
statements page for staff and members
 Summary and detail organized by transaction type
 For teller receipt data only
 Designed for your
New
business accounts
Teller Receipt Analysis
but available to
Link
all members
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Thank you!