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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 Membership Application
  Online Loan Application
  Home Banking
  Online Bill Pay
  E-Statements
  Mobile Site (informational) or responsive design of main site
  Financial Calculators
  E-mail sign up for E-News and E-Marketing
  Financial Information Links (ex. CUNA's Home & Family Finance, Member Financial)
  Youth Program or Links (ex. custom children's club, CUNA's Googolplex, etc.)

Second Level - More 24/7 Access
  Online Account Opening
  Online Loan Decision
  FAQs on Products & Services
  Online Money Transferring Internally & Outside CU
  Web Games for Children
  Online Switch Kit
  Blog about Financial Information
  Community Events Calendar
  Active E-Marketing Program
  Mobile Banking (links to App stores)

Third Level - Robust & Convenient Virtual Branch
  Electronic Signature for Documents
  Live Chat
  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
  Remote Deposit with Mobile Banking
  Podcasts
  Links to CU Social Media (at least 2)

Fourth Level - Social Media Outlets
  Facebook
  Twitter
  Linked In
  Wikipedia
  Yelp
  Foursquare
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