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Virtual Branch Checklist
 
Name*:
Credit Union*:
Email:
Website:.


How does your current online presence rate? (Check all boxes that apply.)


First Level - Informational & Useful
  Online Loan Application
  Online Membership Application
  Home Banking
  Online Bill Pay
  E-Statements
  Financial Calculators
  Tax Preparation Online
  E-mail sign up for E-News and E-Marketing
  FAQ's on Products & Services
  Financial Information Links (ex. CUNA's Home & Family Finance, CUNA Mutual's Member Financial site)
  Youth Program or Links (ex. CUNA's Googolplex, custom children's club, etc.)

Second Level - More 24/7 Access
  Online Loan Decision
  Electronic Signature for Documents
  Online Account Opening
  Online Money Transferring Internally & Outside CU
  Web Games for Children
  Online Switch Kit
  Community Events Calendar
  E-Mail Fast Response

Third Level - Robust & Convenient Virtual Branch
  Live Chat
  Remote Deposit
  Resource Center of Financial Information (Micro-Site Managed by CU)
  Avatars - Alternate Characters for Interacting with CU
  Question Search Function with Database
  Videos of Member Testimonials
  Rewards Program - Online review and redemption
  Podcasts

Fourth Level - Social Media Outlets
  Facebook
  Twitter
  Linked In
  Wikipedia
  Yelp
  Foursquare
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Being Creative for Client Success for 27 Years!
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480-967-1405 | 888-536-6243 | 3010 S. Priest Dr. Suite 103, Tempe, AZ 85282 | Copyright © 1996 - 2012