Online Member Experience

Conversations on Online Member Experience

Learn from each other what works and what doesn’t and talk to the professionals who make their living designing ways to connect your members to your credit union’s products and services…and keep them coming back for more. We will discuss items such as how credit unions are using online membership opening, how credit unions are making money over the internet, and other eService related topics. This is an open forum discussion on member experience and eService products that are offered by credit unions.

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Date Time Topic Register
1/17/2023 Making Money over the Internet Click to view PDF
4/13/2023 MOP – your credit union member experience opening memberships online Click to view PDF
9/26/2023 Keeping Member Information up to Date Click to view PDF
1/17/2024 RDC Auto Enrollment Click to view PDF
3/21/2024 Youth Accounts Click to view PDF
8/8/2024 2:30 pm ET MOP Pre-Membership Ideas Register

 

Updated
June 24, 2024

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”.  This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »

Mar 21, 2023

MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!

MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!

MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »

Mar 21, 2023

Activate LoanPay Xpress Now in Online Banking/Mobile App!

Activate LoanPay Xpress Now in Online Banking/Mobile App!

Activate LoanPay Xpress Now in Online Banking/Mobile App! For credit unions who currently offer LoanPay Xpress through Magic Wrighter, you now have the option to activate this as a module through online banking and your credit union mobile app, allowing members to make payments via credit/debit cards to their qualifying loans. Ready to begin the… Read more »

Mar 20, 2023

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users.  Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »

Mar 16, 2023

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”.  This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »

Mar 14, 2023

Have You Heard About CU Info?

Have You Heard About CU Info?

Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… Read more »

Mar 9, 2023

Have You Taken Advantage of these Features in Mobile Manager?

Have You Taken Advantage of these Features in Mobile Manager?

Have You Taken Advantage of these Features in Mobile Manager? Your credit union can upload banners to market new loan promotions.  Members can then click on these banners to begin the application process! Want to promote new products like PayAnyone* or Bill Pay?  Add banners or ads on the home screen menu. Have an event… Read more »

Mar 8, 2023

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”.  This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »

Mar 7, 2023

MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!

MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!

MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »

Feb 28, 2023