Recently the Earnings Edge team has partnered with the team at Park City Credit Union to find more ways to allow members to use self-service features. One way to accomplish this was to implement text banking inquiries and transfers. This gives their members an easy way to keep an eye on their finances through their mobile devices. The Earnings Edge team took a deep dive into the credit union’s products to review how text banking would be beneficial to them and their membership.

Together, the teams reviewed each share, share draft, and loan product in full. This helped see what products allowed audio/online/mobile banking inquires/transfers today and helped determine if text banking inquiries/transfers would be a good fit for each product.

They also discussed marketing strategies to make members aware and excited about this new capability coming to their credit union; assisted the credit union in configuring each desired product to allow text banking; trained the credit union on how to talk with members about enrolling themselves in text banking; and reviewed available reports and dashboards in CU*BASE for management for tracking member participation.

This is just one example of how the Earnings Edge team works with credit unions on implementing CU*BASE tools/processes that benefit them and their membership.