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Welcome to the May Tricks of the Trade webinar!. From brochures to booklets, From charts to checklists, From flyers to forms,
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Welcome to the May Tricks of the Trade webinar! From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to highlight key documents that will make your job easier!
Ice Breaker Insert an arrow next to your favorite way to celebrate Memorial Day. Beach Park Home
Focus of This Month’s Webinar:Remote Deposit Documentation Today we’ll look at the following two key pieces of remote deposit documentation: • “Remote Deposit Capture” brochure • “Promise Deposits” booklet This webinar will give you a general overview of remote deposit options. For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at jbeauchamp@cuanswers.com.
Getting to the Documents Featured in Today’s Webinar Please follow along in this webinar while I show you how to get there.
Fun Fact In what year was remote deposit capture (RDC) first implemented by a financial institution? Insert an arrow in the box with the correct answer. 1999 2003 2009
Fun Fact Answer In 2003, “First Tennessee Bank in Memphis was one of the first financial institutions to implement RDC.” (source: http://www.fdic.gov/regulations/examinations/supervisory/insights/sisum09/primer.html)
Fun Fact Prize Great job! You won a jar of homemade raspberry jam!
Pop Quiz Why are there three different RDC options? Insert an arrow in the bubble with the right answer. Because three is better than two To accommodate different types of phones To serve different kinds of members
Pop Quiz Answer The reason that there are three different RDC options is that credit unions need to serve different kinds of members.
Pop Quiz Prize Bravo! You’ve won a box of gourmet chocolates!
Pop Quiz A member can make a promise deposit via: Insert an arrow in the bubble with the right answer. It’s Me 247 Online Banking Credit union website Scanner
Pop Quiz Answer A member can make a Promise Deposit via It’s Me 247 Online Banking.
Pop Quiz Answer Way to go! You’ve won a fruit basket!
Pop Quiz How can a credit union deny members access to Promise Deposits? Insert an arrow in the bubble with the right answer. Deny the enrollment request made through online banking. Don’t allow enrollment in online banking. Deny the member through Member Personal Banker.
Pop Quiz Answer How can a credit union deny members access to Promise Deposits? All of these: • Don’t allow enrollment in online banking • Deny the member through Member Personal Banker • Deny the enrollment request made through online banking
Pop Quiz Prize Excellent! You’ve won a set of three gift cards!
Webinar Wrap-Up On the whiteboard: Write down your most valuable takeaway from today’s webinar.
Tricks of the Trade Documentation Check out all our Tricks of the Trade webinar presentations and newsletters: http://cuanswers.com/tricks_of_trade.php
Thank you for attending the May Tricks of the Trade webinar! For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar: • “Remote Deposit Capture” brochure: http://www.cuanswers.com/pdf/cb_ref/RDC.pdf • “Promise Deposits” booklet: http://cuanswers.com/pdf/cb_ref/promise_deposits.pdf#2013-04-12 For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at jbeauchamp@cuanswers.com. See you at next month’s Tricks of the Trade webinar!
