Earnings Edge, a division of the 100% credit union-owned CUSO, CU*Answers, recently worked with East Traverse Catholic Federal Credit Union on an e-statement cross sales strategy for front line staff. Keegan Daniel, CU*Answers VP of Professional Services, strategized with ETCFCU CEO Greg Gurka and his management team to configure their CU*BASE® product to prompt tellers when a member not enrolled in e-statements was in front of them. Within two days of implementation and coaching, e‑statement enrollment had risen 2%. Now that Gurka and his team understand the process, they plan to replicate it for balance transfer and student savings promotions later this year.
The Earnings Edge team focuses on applying their CU*BASE and credit union experience towards improving credit union operations, whether it’s implementing a new feature or consulting on existing offerings to maximize efficiency. “For us, it is about strategically aligning software solutions to the credit union’s strategic objectives,” said Daniels. “Earnings Edge stepped up to the plate and crafted a solution that will help the credit union earn more in the future.”