ANCILLARY 2016 - CU*Answers

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A N C I L L A R Y 2 0 1 6P R I C I N G G U I D E

cuanswers.com

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PRICING PHILOSOPHY................................................................................................................3

ADVANTAGECIO SERVICES....................................................................................................4Business Impact, Security Risk Assessment, Strategic Technology Planning and Implementation, General IT Consulting & Project Management Analysis

CU*ANSWERS MANAGEMENT SERVICES...............................................................................

AUDITLINK SERVICES...........................................................................................................4Concentration Risk Analysis, BSA & ACH Reviews, Ad Hoc Services & Duration Analysis

EARNINGS EDGE...................................................................................................................5Techniques/Tools to Improve Your CU*BASE Operations

IMAGING SOLUTIONS...................................................................................................5 & 6

LENDING SERVICES..............................................................................................................6247 Lender, Retailer Direct, Lender*VP, Lender*RE, & Custom Forms

MARKETING SERVICES....................................................................................................... 7Contests, CU*OverDrive, Grand Opening Kits, Newsletters & Election Services

SETTLEMINT EFT....................................................................................................................7Instant Card Issue & EFT Consulting

WEB SERVICES.......................................................................................................................7Custom and WordPress with SiteControl Web Design & Development, Hosting, Board Websites, Professional Services

ELECTRONIC CHECK PROCESSING.......................................................................................8CU*Check

CHECKLOGIC (PROVIDED BY EDOC INNOVATIONS)......................................................8Branch Image Database, Forward Collection & Hardware

CHECKLOGICLITE (PROVIDED BY EDOC INNOVATIONS).......................................8 & 9Merchant Image Capture, Forward Collection, Hardware & Supplemental Guidelines

NETWORK SERVICES (CNS)....................................................................................................9Firewall Management, Guapple, iSweep, Gweep, Server Management, Complete Care, Onsite Services & more

XTEND SERVICES............................................................................................................ ...........10SRS Bookkeeping, Basic, Stand-In, & A la Carte Services, Conversion Support, 5300 Onboarding & Consulting

XTENSION CONTACT CENTER.........................................................................................10Inbound and Outbound Services, Conversion Support, Stand-In Support & Web Chat

XTENSION SALES & MARKETING SERVICES.................................................................11

XTEND MISCELLANEOUS PROFESSIONAL SERVICES..............................................11Consulting Services, Cooperative Liquidity Exchange, & Xtend Shared Branching

TA B L E O F CO N T E N T S

P R I C I N G P H I LO S O P H Y

WHEN DESIGNING THE CU*ANSWERS PRICING MODEL, WE NEVER FORGET THAT WE ARE, FIRST AND FOREMOST, A COOPERATIVE. LIKE A CREDIT UNION MEMBER, OUR CLIENTS SHOULD RECEIVE AN OWNERSHIP DIVIDEND THROUGH OUR PRICING, EVERY TIME THEY INTERACT WITH THE CUSO.

OUR ULTIMATE GOAL IS ALWAYS THE FINANCIAL SUCCESS OF OUR OWNERS AND CLIENTS, SO OUR PRICING MODELS ARE STRUCTURED SO THAT WE CAN HELP CREDIT UNIONS BUILD THEIR OWN REVENUES, AND WE SHARE IN THE PROCEEDS. PAY AS YOU GO, PAY AS YOU EARN.

WE ARE A COOPERATIVE MANUFACTURER, AND WE HAVE THE POWER TO PRICE LIKE ONE. WE OFTEN BOAST THAT NO CREDIT UNION WITH CU*ANSWERS TODAY IS BEING CHARGED WHAT THEIR CONTRACT ALLOWS US TO CHARGE THEM. WE BEAT EVERY PRO FORMA PROJECTION THAT CREDIT UNION LEADERS BUILT INTO THEIR ANALYSIS WHEN THEY FIRST ELECTED TO JOIN OUR NETWORK. WE REDUCE PRICES NOT AROUND OUR CONTRACT, BUT AROUND WHAT OUR CUSO, OUR CLIENTS, AND OUR OWNERS THINK IS RIGHT FOR THE DAY, AND FOR THEIR FUTURE.

L E A R N M O R E

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THE POWER OF OWNERSHIP

A FOCUS ON UTILIZATION

BE THE BEST YOU CAN BE

FIRST TO IMPLEMENT

GUARANTEEING THE DIFFERENCE

THE VALUE OF EQUITY

RETURN ON INVESTMENT

HISTORICAL PERSPECTIVES

VOLUME 1 : 1999 - 2004

VOLUME 2 : 2005 - 2009

VOLUME 3: 2010 - 2014

THIS PRICING GUIDE IS A SNAPSHOT IN TIME, AND IS MODIFIED ANNUALLY. TO FULLY UNDERSTAND OUR PRICING PHILOSOPHY AS A COOPERATIVE CUSO, TAKE A LOOK AT OUR HISTORICAL PRICING PERSPECTIVE SERIES. CONTACT THE SALES TEAM FOR COPIES AT [email protected].

7 CORNERSTONES OF THE CU*ANSWERS PRICING PHILOSOPHY

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Cost

Business Impact Analysis (predict the consequence of a disruption) $2,000 (minimum)

Cyber Security Compliance Package $300/month (minimum)

Disaster Recovery/Business Continuity Plan Creation, Implementation and Maintenance $2,500 (minimum)

General IT Consulting and Project Management Quote provided

Information Security Risk Assessment (measure effectiveness - risk mitigation controls) $1,600 (minimum)

Information Technology Resource Development (IT staff planning and coaching) Quote provided

IT Audits $2,000 (minimum)

Policy and Compliance Tune Up (ensure consistency and sustainability of operations) $1,200 (minimum)

Strategic Technology Planning and Implementation (align IT investments with the Bus.Plan) $2,400 (minimum)

Technology Assessment (IT network “health check” and roadmap) $2,000 (minimum)

VCIO Service (Executive IT Team will help you with your CU’s strategic technology initiatives, compliance chal-lenges, budgeting and planning. One time and recurring engagements available.)

$300/month (minimum)

AdvantageCIO is CU*Answers strategic technology consulting team—for more information please contact [email protected].

AdvantageCIO SERVICES www.advantagecio.com

Cost

AuditLink Up-front Engagement $4,000- annual update option $1,250

AuditLink Full Service (pre-defined list of daily/ weekly/monthly/annual compliance monitoring tasks)

$105 - $315/week

Concentration Risk Analysis$0—$50M$50.1M—$100M$100.1M—$300M$300.1M and aboveAnnual Review Quarterly Runs

$1,500$2,000$3,000$3,500Tiered – $1,000 (minimum)$400

ACH ReviewsRDFI (only)ODFI (only)

$1,300 (10% Discount with 3 yr contract)Custom Bid - Quote provided

BSA Review (only) $1,250

BSA & ACH Review Combo $2,300 - (10% Discount with 3 yr contract)

Duration Analysis - Proving your average duration on non-term share accounts is fast becoming a requirement for winning your ALM assumptions

$1,250 - $2,500

Employee Security Review (Security Review and Risk Assessment, Dormancy, File Maintenance, Reversals, Wires, OFAC, Employee Reviews)

$750 - $1,250

AUDITLINK SERVICES www.cuanswers.com/solutions/auditlink

CU*Answers Management Services will helpyou execute your strategic vision in a varietyof services.

www.cuanswers.com/products/cms

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One Time Charges Monthly

Release Management - Self Service $2,000 $100

Release Management - Full Service # of members0 - 15,000

15,001 - 30,00030,001 +

$2,000$150$250$350

Consulting - Imaging Strategy, Retention Schedule, or Process Tune Up (normally 1 day)

$500 + $1,000/day onsite (plus T&E)

n/a

Data Export for the Online Vault (conditions apply)ArchView™ (reviewing reports, stmts, tax forms on DVD)

$200/data type $50/DVD

n/an/a

In-House Forms and Packages Setup $150/form or pkg n/a

One-time In-House Software Update or Migration $500 - $2,500 (est) n/a

IMAGING SOLUTIONS cuanswers.com/products/imaging-solutions

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Cost

Business Impact Analysis (predict the consequence of a disruption) $2,000 (minimum)

Cyber Security Compliance Package $300/month (minimum)

Disaster Recovery/Business Continuity Plan Creation, Implementation and Maintenance $2,500 (minimum)

General IT Consulting and Project Management Quote provided

Information Security Risk Assessment (measure effectiveness - risk mitigation controls) $1,600 (minimum)

Information Technology Resource Development (IT staff planning and coaching) Quote provided

IT Audits $2,000 (minimum)

Policy and Compliance Tune Up (ensure consistency and sustainability of operations) $1,200 (minimum)

Strategic Technology Planning and Implementation (align IT investments with the Bus.Plan) $2,400 (minimum)

Technology Assessment (IT network “health check” and roadmap) $2,000 (minimum)

VCIO Service (Executive IT Team will help you with your CU’s strategic technology initiatives, compliance chal-lenges, budgeting and planning. One time and recurring engagements available.)

$300/month (minimum)

AdvantageCIO is CU*Answers strategic technology consulting team—for more information please contact [email protected].

Cost

AuditLink Up-front Engagement $4,000- annual update option $1,250

AuditLink Full Service (pre-defined list of daily/ weekly/monthly/annual compliance monitoring tasks)

$105 - $315/week

Concentration Risk Analysis$0—$50M$50.1M—$100M$100.1M—$300M$300.1M and aboveAnnual Review Quarterly Runs

$1,500$2,000$3,000$3,500Tiered – $1,000 (minimum)$400

ACH ReviewsRDFI (only)ODFI (only)

$1,300 (10% Discount with 3 yr contract)Custom Bid - Quote provided

BSA Review (only) $1,250

BSA & ACH Review Combo $2,300 - (10% Discount with 3 yr contract)

Duration Analysis - Proving your average duration on non-term share accounts is fast becoming a requirement for winning your ALM assumptions

$1,250 - $2,500

Employee Security Review (Security Review and Risk Assessment, Dormancy, File Maintenance, Reversals, Wires, OFAC, Employee Reviews)

$750 - $1,250

Techniques/Tools to Improve Your CU*BASE Operations One Time Charges Monthly

Accounting Related Services Products and Services

Member Branch Reassignment (per teller activity)Geographic Branch Reassignment (per member proximity to branches

$250 (minimum)$1,650 (minimum)

n/an/a

Easy Earnings Projects

Member Selected Statement Styles/ Implementation It’s Me 247 Configuration Strategies

$500$1,000

n/an/a

Member Relationship Building Services

Cross Sales Configuration; Analysis/Tune-Up $1,000 (minimum) n/a

Election Management Services(CU consulting, policy review, audit services)

$2,000 (minimum) + marketing printing/postage

n/a

It’s My Biz Review/Configuration (Bus. memberships) $500 $1/active subscriber

Marketing Club Configuration/ Tune-Up $500 n/a

Management Tune-Up (2 day engagement with CMS experts) $3,000 (plus T&E) Quote provided

Member Demographics Fulfillment - Traditional (Member Demographics w/ 5 Map Images) - Enhanced (Traditional Member Demographics features + Zip Code Analysis)

$1,000$1,500

Quote providedQuote provided

Monthly Board Packet Preparation $500 $250

Patronage; Bonus Dividend Options, Configuration/Tune-Up $500 (minimum) n/a

Service Charge Review/Analysis/Configuration $500 n/a

Savings/Checking/Certificate Product Config. Review/Tune-Up $1,000 n/a

Tiered Services Program Review; Configuration/ Tune-Up $1,000 (minimum) n/a

Provided Services

Loan Participation (startup of program) $5,000 + travel expenses n/a

Back Office Review (consulting service) $1,500 + travel expenses n/a

CFO Training (2 day training at the CU) $2,000 + travel expenses n/a

EARNINGS EDGE www.cuanswers.com/solutions/earnings-edge

NEWSERVICES

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(pricing may not include applicable 3rd party vendor fees) One Time Charges Monthly

247 Lender (Decision Modeling) No charge $0.50/qualified decision

Collections Services Quote provided Quote provided

Credit Score Updates n/a Individual credit bureau fees

CU*Perks Rewards Program Implementation Quote provided Quote provided

Custom CU*BASE Loan Forms Programming

Forms Bundling (up to 14 forms)New Forms Programming Forms Programming (laser print to image archival solution)Form Updates & Revisions Reg V Forms (Consumer; Real Estate)

$75/ bundle$250/pg. (minimum) $100/ form$100/pg. (minimum)$200 each

n/an/an/a n/a $50 each/annually

EFT Consulting & Support Quote provided Quote provided

InDirect Lending

DealerTrack (Indirect Auto Financing option) $500 $0.50/application (plus Dealer Track fee)

ILT DILLS (Indirect Auto Financing option) $500 $0.50/application (plus ILT DILLS fee)

LSI (Indirect Auto Financing option) $500 $0.50/application (plus LSI fee)

Route One (Indirect Auto Financing option) $500 $0.50/application (plus Route One fee)

TCI (Indirect Financing option) $500 $0.50/application (plus TCI fee)

Lender*RE

Mortgage Loan Servicing (Powered by Xtend) Investor Reporting & Escrow Administration Portfolio Conversion (Powered by Xtend) Project mgmt. for portfolio conversion from 3rd party servicer

No charge

Quote provided

Quote provided

Quote provided

Lender*VP Tune Up (Lending Management Platform) Quote provided Quote provided

Mortgage Lending Solutions (via Accenture Mortgage Cadence)

Web-Based Mortgage Application and LOS System

Web-Based Mortgage App. System (without LOS System)

$1,500 setup fee

n/a

$500 (app. & closing pkg fees apply)

$50 (plus loan app. fees)

Pay Day Lending (MicroLender - web-based orig. tool) Quote provided Quote provided

Reloadable Plastics (via Discover Card option) Quote provided Quote provided

Retailer Direct (Offsite Electronic Loan App & Approval) Retailer Direct Web Site

$1,500 for the first site + $500 each/site after

$0.60/application (inc. email notification to CU)

LENDING SERVICES Provided by Lender*VP www.cuanswers.com/solutions/lendervp


Photo ID Import to Online Vault as part of Conversion $750 - $1,500 (est) n/a

My Virtual StrongBox (MVSB)Standard (includes 10MB storage/member; each member may optionally purchase additional storage space)

Premium (CU contract w/VSB for level of CU storage desired, additional features)

n/a

Quote provided (via VSB)

Free (add. member storage space quote provided)


IMAGING SOLUTIONS CONTINUED

NEWSERVICE!

NEWSERVICE!

NEWSERVICE!

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(pricing may not include applicable 3rd party vendor fees) One Time Charges Monthly

247 Lender (Decision Modeling) No charge $0.50/qualified decision

Collections Services Quote provided Quote provided

Credit Score Updates n/a Individual credit bureau fees

CU*Perks Rewards Program Implementation Quote provided Quote provided

Custom CU*BASE Loan Forms Programming

Forms Bundling (up to 14 forms)New Forms Programming Forms Programming (laser print to image archival solution)Form Updates & Revisions Reg V Forms (Consumer; Real Estate)

$75/ bundle$250/pg. (minimum) $100/ form$100/pg. (minimum)$200 each

n/an/an/a n/a $50 each/annually

EFT Consulting & Support Quote provided Quote provided

InDirect Lending

DealerTrack (Indirect Auto Financing option) $500 $0.50/application (plus Dealer Track fee)

ILT DILLS (Indirect Auto Financing option) $500 $0.50/application (plus ILT DILLS fee)

LSI (Indirect Auto Financing option) $500 $0.50/application (plus LSI fee)

Route One (Indirect Auto Financing option) $500 $0.50/application (plus Route One fee)

TCI (Indirect Financing option) $500 $0.50/application (plus TCI fee)

Lender*RE

Mortgage Loan Servicing (Powered by Xtend) Investor Reporting & Escrow Administration Portfolio Conversion (Powered by Xtend) Project mgmt. for portfolio conversion from 3rd party servicer

No charge

Quote provided

Quote provided

Quote provided

Lender*VP Tune Up (Lending Management Platform) Quote provided Quote provided

Mortgage Lending Solutions (via Accenture Mortgage Cadence)

Web-Based Mortgage Application and LOS System

Web-Based Mortgage App. System (without LOS System)

$1,500 setup fee

n/a

$500 (app. & closing pkg fees apply)

$50 (plus loan app. fees)

Pay Day Lending (MicroLender - web-based orig. tool) Quote provided Quote provided

Reloadable Plastics (via Discover Card option) Quote provided Quote provided

Retailer Direct (Offsite Electronic Loan App & Approval) Retailer Direct Web Site

$1,500 for the first site + $500 each/site after

$0.60/application (inc. email notification to CU)


Contests - pre-designed quarterly promotional contests to encourage member participation

Free (optional print package cost separate)

n/a

CU*OverDrive - a coordinated marketing calendar with one year of pre-designed, targeted campaigns with print and electronic media to complete an annual marketing plan

$2,500 annually(optional print package and postage cost separate)

n/a

Custom Marketing Collateral Design n/a Quote provided

Election Management Services(CU marketing campaign customization, print not included)

ConsultingMarketingTellering ($300 minimum)

$100/hr /8 hr min$500$1/paper ballot$.05/ unique electronic

n/a+ printing/shipping/postage+ printing/shipping/postagen/a

Grand Opening Kits - complete marketing-in-a-box campaigns. A low cost, easy way to market a product or service.

Free kit per quarter $100/additional kits

n/a

MARKETING SERVICES www.cuanswers.com/solutions/marketing

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Custom Web Design & Development

Splash Page ArchitectureCustom Architecture

$500Quote provided

n/an/a

WordPress with SiteControl Web Design & Development

Custom Website Theme

Custom WordPress with SiteControl Maintenance

$4,000 ($500 discount if site launched within 45 days of training)n/a

n/a

$100/hr (15 min. increments)

Web Site Hosting Email Services

Domain Name Registration and DNS Hosting n/a $50/year

SSL Security Certificate Add-on (validates the authenticity of client secured site and web site’s identity to members)

$399 $25

Static Website Hosting (HTML only)Dynamic Website Hosting*

$100$100

$25$125

Board Websites

Ad SupportedAds Removed

n/an/a

Free$25

Professional Services

Custom Web Site MaintenanceExisting Web Site Evaluation Report

n/a$250

$100/ hr (15 min. increments)n/a

My CU Today (CU data analytics) n/a $40 ($100 value!)

*Dynamic website hosting required for all CMS websites including WordPress. WordPress updates will be automatically applied. Set up fee waived with custom theme development by Web Services.

WEB SERVICES www.cuanswers.com/solutions/web-services

SETTLEMINT EFT www.cuanswers.com/solutions/settlemint-eft

EFT Consulting and Support Services Quote provided Quote provided

Instant Issue - Online ATM/Debit/Credit Cards powered by Datacard Group (CardWizard)Plus applicable 3rd party fees

$5,000 existingsupported vendor$10,000 - new vendor

3rd party quote provided

3rd party quote provided


Photo ID Import to Online Vault as part of Conversion $750 - $1,500 (est) n/a

My Virtual StrongBox (MVSB)Standard (includes 10MB storage/member; each member may optionally purchase additional storage space)

Premium (CU contract w/VSB for level of CU storage desired, additional features)

n/a


Free (add. member storage space quote provided)


NEWSERVICE!

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CU*CHECK - ELECTRONIC CHECK PROCESSING Cost

Member Image Check Processing

0 - 100,000 Items100,001 - 999,999 Items

Check Return Fees1 - 500 Returns501+ Returns

$0.01 /item$0.005 /item

$1.75/ item$1/ item

Maintenance Fee $50/month

Minimum Monthly Processing Fee $150

Check Image Access via CU*Check (for non-CU*BASE Clients)Must meet CU*Answers interface specifications

$500 setup fee (one-time) $100/month access fee

Pricing shown does not include certain FRB fees (i.e. high dollar notification). Final Pricing determined by Credit Union signed contract.

Pricing subject to periodic change

BRANCH IMAGE DATABASE & FORWARD COLLECTION (CHECK 21)CheckLogic Branch Capture Software (one-time fee)

Less than 5,000 MembersGreater than 5,000 Members

$1,500$2,499

CheckLogic Set-up Fee $250/branch

Forward Collection Fee Schedule

Adjustments2 Free

CheckLogic Forward Collection (per item fee) $0.058

Foreign Item Cash Letter 1 TBD - per CU collection source

Foreign Item Collection1 TBD - per CU collection source

Foreign Item Collection/Cash Letter (returned item)1 TBD - per CU collection source

Minimum Monthly Forward Collection Fee $150

Paper item collection (including Canadian & unscannable items)1 TBD - per CU collection source

Paper item collection – returned item1 TBD - per CU collection source

CheckLogic™ Hardware Options

Online Banking Interface (non-It’s Me 247) $4,995

Canon/Panini Check Scanner (multiple scanner options available from 1-180 DPM based on processing volume required)

Quote provided

Warranty Pricing for Up-front Payment Options Available Quote provided

ELECTRONIC CHECK PROCESSING Provided by CU*Answers

CHECKLOGIC™ Provided by eDOC Innovations

MERCHANT IMAGE CAPTURE & FORWARD COLLECTIONCheckLogic Lite Remote Deposit Software (one-time fee) $1,500

CheckLogic Lite Setup fee $450


CheckLogic Lite Forward Collection Per Item Fee (Universal Settlement Only) $0.058

CheckLogic Lite Per Merchant Location Setup Fee $15


CHECKLOGICLITE™ Provided by eDOC Innovations

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CU*CHECK - ELECTRONIC CHECK PROCESSING Cost

Member Image Check Processing

0 - 100,000 Items100,001 - 999,999 Items

Check Return Fees1 - 500 Returns501+ Returns

$0.01 /item$0.005 /item

$1.75/ item$1/ item

Maintenance Fee $50/month

Minimum Monthly Processing Fee $150

Check Image Access via CU*Check (for non-CU*BASE Clients)Must meet CU*Answers interface specifications

$500 setup fee (one-time) $100/month access fee

Pricing shown does not include certain FRB fees (i.e. high dollar notification). Final Pricing determined by Credit Union signed contract.

Pricing subject to periodic change

Checklogic™ Lite Hardware Options

Canon/Panini/RDM Check Scanner (Multiple scanner options available from 1-180 DPM based on processing volume required)

Quote provided

Online Banking Interface (non-It’s Me 247) $4,995

Warranty Pricing for Up-front Payment Options Available Quote provided

CheckLogic™ & CheckLogic™ Lite Supplemental Guidelines

Settlement of funds, next day guarantee credit to CU’s account - actual items processed through clearing house.

ArchView™ DVD Service - Quarterly image archival via DVD $50/DVD

Equipment supplies Quote provided

Unlimited technical support for CU software and scanning needs Free

Online check image access for twelve months (via eDOC) Free

1) Any pass-thru charges that are incurred will be assessed by client chosen settlement point in addition to the item fee. 2) We reserve the right to charge for excessive image quality adjustments resulting from your staff overriding image quality warning messages from the imaging software. We will work with you to try to reduce the number of rejects for poor image quality before assessing any additional charges. 3) eDOC Innovations supports a variety of forward collection endpoints. Credit unions who desire to process forward collection items directly through the Federal Reserve or another endpoint can obtain pricing through a quote from eDOC Innovations.

MERCHANT IMAGE CAPTURE & FORWARD COLLECTIONCheckLogic Lite Remote Deposit Software (one-time fee) $1,500

CheckLogic Lite Setup fee $450


CheckLogic Lite Forward Collection Per Item Fee (Universal Settlement Only) $0.058

CheckLogic Lite Per Merchant Location Setup Fee $15


CHECKLOGICLITE™ CONTINUED

Hardware, Software and Services from Dell, Cisco, IBM, VMware, Microsoft and many other leading IT vendors. Call for information and pricing today.


Data BP Gen 3 Business Continuity Appliance with Offsite Data Storage Quote provided Quote provided

Firewall Management SMB series with gateway AV, Anti-Spyware and Intrusion Detection and On Demand Reporting

TBD $99 (minimum)

Firewall Management Enterprise series with gateway AV, Anti-Spyware and Intrusion Detection and On Demand Reporting

TBD $249 (minimum)

Guapple $589/unit $29

Gweep - (combined Guapple and iSweep for new purchases after 10-1-12) $699/unit $45

iSweep $475/unit $34

Managed Email Security TBD $99 (minimum)

Mobile Workplace Management (VPN remote office strategy, deployment and support)

$99 $49 (minimum)

Virtual Branch Disaster Recovery Service $300 (minimum) $30 (minimum)

Network Services Complete Care Network Management TBD Quote provided

Onsite Technology Services and Consulting n/a $100/hour

Quarterly and On Demand Vulnerability Scanning n/a As low as $5/IP Address

Windows Server Management TBD $49 (minimum)

Workstation Patch Management with Reporting n/a Quote provided

Zix Email Encryption $1,600 setup (min.) (plus $25 user)

$700 + $25/user annually

Network Services covers the entire IT spectrum, from hardware sales to managed network services, from policy development to network design and IT project management. For more information, contact a representative today at [email protected].

For additional pricing details email [email protected]

NETWORK SERVICES www.cuanswers.com/solutions/network-services

NEWSERVICE!

NEWSERVICE!

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XTEND SERVICES (see Xtend pricing guide for additional pricing details) www.xtendcu.com

One Time Charges Cost

SRS Bookkeeping Services

SRS a la Carte (customized daily/weekly/monthly back office support services)

Quote provided Quote provided

SRS Basic (daily reconciliation, settlement and exception reporting for drafts/ACH/ATM)

$250 - $500 $100 - $400/week

SRS Consulting (in-site analysis, run sheet prep and best practices recommendations)

$750/day (plus T&E) n/a

SRS Conversion Support (up to 90 days of SRS Basic for converting CU*BASE CUs - includes GL setup, staff education, testing and verification)

$4,000 n/a

SRS 5300 Onboarding (configuration of 5300 in CU*BASE; optional quarterly upload assistance)

$1,000 - $3,500 $300/quarter (minimum)(optional)

SRS Stand-In (short-term back office support for holidays, vacations and staffing shortages)

$50 - $250 $30/month + $50/day used

SRS Lockbox $2,500 (minimum) $150 + $0.75/envelope

XTENSION CONTACT CENTER

Branch ST (targeted phones calls to members based on pre-defined schedule of activities)

$250 $75*+ $2.50/call

Branch XT (inbound member support; CU determines overflow/after -hours/full service)

$250 $75*+ $2.50/call

Contact Center Setup/Conversion $500-$1,000 $350/agent/day standard Xtend business hours

Custom Lead Generation Calls (Data mining, CU*BASE Tracker creation and execution of custom calls; campaigns are typically lending-focused and leverage XT Direct for direct entry to your MNLOAN pipeline)

$150 (minimum) Quote provided

Pre-Conversion Outbound (member conversion awareness calls to CU-provided contact lists)

$300 $2.50/call

XT Direct (loan lead ‘hotline’ that feeds CU*BASE LOAN pipeline) $250 $25 + $2.50/call and $5/booked lead

Xtension Conversion Call Center SupportInbound Member Support (up to 2 weeks post-conversion support)

$2,000 $350/day (includes min. 3 agents/day for 5 consecutive days) - standard Xtend bus. hours

Xtension Stand-In Support (inbound member support during disaster recovery or other anomalies)

$250 setup + $3,500/declaration

$45**. retainer + $4/call

Web Chat (online member service launched from It’s Me 247 or CU website. Discounts available if packaged w/ call center services) Full Service (Xtend hosting and answering inquiries)

$250 $50* + $2.50/chat

* With Two-Year contract **Activating service for more than 5 consecutive business days yields a one-time premium fee of $500

Watch a demo atmycutoday.com/demo

www.mycutoday.com 800.327.347810

XTEND SERVICES www.xtendcu.com

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SALES & MARKETING SERVICES One Time Charges Monthly

Custom Member Contact Messages (plain text or HTML) $75 (minimum) $0.02/email

eInfo Standalone (managed e-statement content library and delivery thru It’s Me 247)

n/a $75 - $150/month

E-Newsletter (monthly customized newsletter powered by industry leader IMN, Inc.)

$500 $300 (minimum)

HTML E-Statement Notification (Customized HTML format to inspire member click-thru utilization)

$100 $0.05/notification

Member Reach - Base Service (targeted electronic communications to members + OBC story updates + eInfo content delivery through It’s Me 247)

n/a $175 - $300 + $0.02/HTML email

Online Banking Community (OBC) Stories (managed content library and updates to OBC log-in page)

n/a $50/month

RevGen (Lead generation program using omni channel marketing to marketing and sell your members)

$850/year (minimum) $2.50/call (emails included - print available upon request)

Electronic Branch Signage(digital content creation for internal/external signage)

Quote provided Quote provided

MISCELLANEOUS PROFESSIONAL SERVICES

Cooperative Liquidity Exchange (web-posting & communication of CD and/or Loan Participation opportunities within our peer network)

$200 n/a

Consulting Services (areas of expertise include Board Planning session facilitation and/or other strategic planning events) Marketing/Member Communication & Back Office Consulting

Travel and Expenses

$750/day (plus T&E)

n/a

n/a

Xtend Shared Branching (facilitate peer-to-peer oversight the CU*BASE shared branching network) Start-up Fee Annual Marketing/Support Fee Settlement Services

$200n/aQuote Provided

n/a$300/year (minimum)Quote provided

Xclusive Savings Coupon App(significant member savings at big box retailers and local merchants)

Quote Provided Quote Provided

Every time you use your debit card with a signature you will be entered for a chance to win!

STATEMENT INSERT NCUA

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One (1) Prize Winner will be selected on or about December 5, 2016 by a random drawing from all quali�ed entries received by a participating credit union between October 1, 2016 and November 30, 2016. Each time an eligible member uses their

debit card with their signature during the contest period they will be entered in the contest allowing for multiple entries. PIN-based transactions will not be entered in the contest. See your credit union for complete details, including contest rules,

restrictions and alternate method of entry. Void where prohibited by law.

A SONOS PLAYWIN

debit card *

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. NCUA a U.S. Government Agency.

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