presented by Dan Reynolds

Here’s What We’ll CoverWhat is the Online Switch Kit? and how does it work

How the process flows after you have ordered the Switch Kit

How the Online Switch Kit helps to reduce the hassle for the

What are some of the "Best Practices" to better utilize your CU's

About our newest improvements to the Online Switch Kit

To what extent we are able to customize the Online Switch Kit

member to switch their account to your Credit Union

to your website

Switch Kit

What is theOnline Switch Kit?

https://www.everythingcu.com/switchkit/index.cfm?orgid=1

Process1. Order the Switch Kit.

2. Sit back and relax. We start working on the back end creation of your Switch Kit. (created in roughly 48 hours)

3. An email with your Switch Kit link will be emailed to you. Once you or your IT department puts this link on your website, your Online Switch Kit is now operational.

4. If needed customized work can be done at $95 an hour.

5. At this point an invoice for your Switch Kit is created and sent via email and snail mail.

6. Once you’ve viewed the Switch Kit, and everything is ready to go, it’s time to put your Switch Kit up on your CU’s website.

The Process - Here’s What Happens

Reduce the Hassle1. Order the Switch Kit.

2. Sit back and relax. We start working on the back end creation of your Switch Kit. (created in roughly 48 hours)

3. An email with your Switch Kit link will be emailed to you. Once you or your IT department puts this link on your website, your Online Switch Kit is now operational.

4. If needed customized work can be done at $95 an hour.

5. At this point an invoice for your Switch Kit is created and sent via email and snail mail.

6. Once you’ve viewed the Switch Kit, and everything is ready to go, it’s time to put your Switch Kit up on your CU’s website.

Reduce the Hassle

Best Practices1. Order the Switch Kit.

2. Sit back and relax. We start working on the back end creation of your Switch Kit. (created in roughly 48 hours)

3. An email with your Switch Kit link will be emailed to you. Once you or your IT department puts this link on your website, your Online Switch Kit is now operational.

4. If needed customized work can be done at $95 an hour.

5. At this point an invoice for your Switch Kit is created and sent via email and snail mail.

6. Once you’ve viewed the Switch Kit, and everything is ready to go, it’s time to put your Switch Kit up on your CU’s website.

“Best Practices”

Spanish Switch Kit

Spanish Switch Kit!

Q&A

It’s Q&A Time!

Question from the audience:Question from the audience:

Q: Can you give us the link to the demo switch kit again?

A: Yes, it is:https://www.everythingcu.com/switchkit/index.cfm?orgid=1

Question from the audience:Question from the audience:

Q: Can you email me that Switch Kit Best Practices document you mentioned?

A: Yes. Email me your request, and I’ll email it back to you. My email address is: dan@everythingcu.com

EverythingCU’s toll free phone is: 800-860-7705

Question from the audience:Question from the audience:

Q: How much does the Online Switch Kit cost?

A: We use variable pricing based on your CU’s total loan size. Log into EverythingCU.com and click the switch kit link to see what your annual price would be. (It’s very reasonable.)

http://www.everythingcu.com/services/index.cfm?fuseaction=switchkit

Question from the audience:Question from the audience:

Q: Has any CU directly attributed opening new checking accounts to your online switch kit?

Question from the audience:Question from the audience:

Q: When a member sends the letter to the previous financial institution to close their account, is there ever any problem with them accepting it?

Question from the audience:Question from the audience:

Q: Where does the switch kit actually reside? Does it live on our web servers?

Question from the audience:

For a full list of Switch Kit FAQs, please visit:http://www.everythingcu.com/services/index.cfm?fuseaction=skfaq

Question from the audience:Question from the audience:

Q: Can you explain face-to-face again?

Question from the audience:Question from the audience:

Q: How many people actually have all of their information with them when they come into the branch?

Question from the audience:Question from the audience:

Q: Are there any Canadian credit unions using the switch kit?

A: Yes, we’ve made all the necessary conversions to make it work for our Canadian friends, and there is a CU in New Brunswick using it.

Q&A

It’s Q&A Time!