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"It's Me 247" Reference Resources Page

Help Systems

Main Introductory Brochure

Demo Movies in On Demand

Demonstration

Access a practice account online.

  • The account numbers you can use are 1782, 2007, 3910. For all accounts, use the 123456 (for the password) and test (as the answer for all security questions).

Marketing Materials

Reference Materials

Some of these reference items are also posted on the CU*BASE Reference Page.

Note: All files are in PDF Format. You'll need Adobe Acrobat Reader to access them.

A

Updated Account-to-Account (A2A) Transfers
View the Special Interest Page for more info.
Dated: 04/27/2012 • 42 pages

B

Branding in It's Me 247
Dated: 05/12/2010 • 2 pages

C

CheckViewer: Accessing Checks
Dated: 01/20/2012 • 4 pages
Communication with Members
Dated: 04/14/2011 • 8 pages
CU*TALK and It’s Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 03/16/2012 • 5 pages

D

No files under this listing.

E

E-Alerts
Dated: 10/25/2011 • 15 pages
E-Statements (for On-Line Credit Unions)
Dated: 06/10/2011 • 4 pages
E-Statements (for Self-Processing Credit Unions)
Dated: 06/10/2011 • 4 pages
EasyPay by Fiserv Forms
Dated: 03/26/2012 • 13 pages
EasyPay by iPay Forms
Dated: 04/26/2011 • 12 pages
EasyPay Comparison (Fiserv versus iPay)
Dated: 03/16/2011 • 3 pages
EasyPay powered by Fiserv Brochure
Dated: 06/24/2010 • 4 pages
EasyPay powered by Fiserv Product Overview and User Guide
Dated: 03/26/2012 • 66 pages
EasyPay powered by iPay Brochure
Dated: 11/30/2011 • 4 pages
EasyPay powered by iPay Product Overview and User Guide
Dated: 11/30/2011 • 43 pages
Getting Started with E-Statements
Configuration, Fees, and Member Enrollment
Dated: 01/26/2012 • 24 pages

F

It's Me 247 Features List and Overview
Dated: 11/30/2011 • 41 pages

G

No files under this listing.

H

No files under this listing.

I

CU*TALK and It’s Me 247 New Client Setup Form
FOR NEW CLIENTS ONLY. This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 03/16/2012 • 5 pages
It's Me 247 Color Introductory Brochure
Dated: 12/09/2011 • 20 pages
It's Me 247 Configuration Change Request Form
This document is in Rich Text Format (RTF) to be filled out by a word processing program such as MS Word.
Dated: 03/20/2012 • 3 pages
It's Me 247 Features List and Overview
Dated: 11/30/2011 • 41 pages
It's Me 247 Indemnification Agreement
Dated: 01/28/2010 • 1 pages
It's Me 247 Strategies for Controlling Member Access
Dated: 03/16/2012 • 41 pages

J

No files under this listing.

K

No files under this listing.

L

Leaving Special Messages for Online Banking and Audio Response
(Including Personalized PC Banking Messages)
Dated: 05/01/2009 • 16 pages

M

Create Shortcut (Bookmark) to Mobile Web Banking
Refer to Web Services Announcement and Flyer (For Members)
Updated Mobile Text Banking
Dated: 04/19/2012 • 34 pages
Mobile Web Banking
Dated: 04/12/2012 • 10 pages
Mobile Web Banking Rollout Flyer
Dated: 03/15/2010 • 1 pages
Mortgage Products: 360-Day Interest Calculation
Dated: 11/17/2011 • 56 pages

N

Updated Member Notices: Configuring and Printing CU-Defined Notices and e-Notices
Dated: 04/19/2012 • 45 pages

O

Online Banking Community (OBC) Customization Form
Dated: 04/13/2011 • 1 pages
Online Learning Resources
Dated: 12/28/2011 • 5 pages
Opt In/Opt Out (Reg E) - Managing Your Offering
Dated: 09/15/2011 • 44 pages

P

PIB Rollout Strategies
Dated: 10/12/2010 • 16 pages
PIB: Configuration/User Guide
Dated: 04/12/2012 • 81 pages
PIB: Overview and Answers to Your Questions
Dated: 12/07/2007 • 4 pages

Q

No files under this listing.

R

Opt In/Opt Out (Reg E) - Managing Your Offering
Dated: 09/15/2011 • 44 pages

S

It’s Me 247 Selling Products Online
Dated: 10/12/2010 • 22 pages
It's Me 247 Strategies for Controlling Member Access
Dated: 03/16/2012 • 41 pages
Member Selected Printed Statement Styles
Dated: 03/26/2012 • 26 pages
Splash Page Manager for Self Processors
Dated: 03/12/2010 • 4 pages

T

Tiered Service Levels - Implementation Guide
Dated: 12/15/2011 • 100 pages

U

No files under this listing.

V

No files under this listing.

W

No files under this listing.

X

No files under this listing.

Y

No files under this listing.

Z

No files under this listing.

 

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