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CUtopia – Visit. Stay. Grow.
Conference Highlights
iTeller – Internet Banking
Studies show that online, “wired” members
comprise a credit union’s most loyal, and profitable
member segment. In addition, when the 73 million
millennials in the country’s population – young
adults between the ages of 13 and 30 – go
browsing for a financial services provider, they’ll
look first to your online service offering, and your
online banking package in particular. CUtopia’s
next generation iTeller online banking solution
goes well beyond the basics to inject the “wow”
factor back into the member’s online banking
experience. This learning session will get you up-
to-speed on the power of iTeller 5.0, and cover all
of its new features, which rival those of applications
used by much larger banks and credit unions.
mTeller 5.0 – Mobile Banking
With more than 200 million cell phones in use today
and projections of over 40 million mobile banking
users by 2012, credit unions absolutely need to
have a growth strategy that leverages this
burgeoning and lucrative channel. CUtopia’s
mTeller mobile banking solution delivers robust
capabilities that give your members the freedom to
conduct their banking anytime, anywhere from their
web-enabled phone or PDA. This lab will walk you
through the power, value and features of mTeller,
and share industry best practices for putting this
valuable solution in your members’ hands.
OASYS – Core Data Processing
Your core DP platform is the central hub of your
institution’s member accounting and relationship
building functions. CUtopia’s OASYS solution offers
the industry’s most affordable, full-featured core
processing platform for small- to mid-sized
institutions. This session will provide an overview
of how your staff can get the most out of the
features and power of our OASYS platform.
CUtopia e-Suite – New Look, New Feel
CUtopia strives continually to offer advanced
services with our semi-annual e-Suite product
releases. This session will provide a sneak peek at
what’s on our drawing board for the near future,
such as remodeled user interfaces and layout. We
think you’re going to like what we have to say.
OASYS – Next Generation Core
CUtopia strives continually to offer advanced
services with our semi-annual OASYS product
releases. This session will provide a sneak peek at
what’s on our drawing board for the near future,
such as remodeled user interfaces and layout. We
think you’re going to like what we have to say.
Credit Union- Round Table
CUtopia strives continually to create a networking
community among our valued clients. The Round
Table session is a setting to share what you are
seeing in your area, ask for best practices
pertaining policy ideas, HR items or compliance
topics.
CUtopia – Visit. Stay. Grow.
Conference Highlights
Compliance – Concentration Risk
Growing concentrations are a major factor in credit
union failures. With the NCUA emphasizing this
area of review in relations to the total risk of each
credit union, join us to learn best practices and
helpful policy tips.
Compliance – The Latest Hot Topics
Pressing Credit Union Compliance Issues. Join
us for a discussion as we address the latest
compliance hot topics and provide a heads up on
pending regulations. You will have an opportunity
to share best practices and ask our compliance
experts questions.
Security Standards – Physical and Data
In this session, we will provide recommended
practices on physical and data security standards.
From creating the appropriate policy to
implementing and monitoring the policy as the
credit union grows. Awareness is the key to
successful security standards; let our experts help
guide you in protecting your credit union.
Go Green – Going Paperless with Digital
Archiving
We know that to succeed in the ultra-competitive
financial services market, you’ve got to stand out.
Do things differently. Be bold. Get imaginative.
Look ahead. That’s what you do. Going paperless
with Digital Archiving will help your credit union cut
cost and stand out amongst your competitors. Join
us to learn how to create your digital archiving
framework from what documents to archive to
how to structure your electronic filing system.
Website Presence and Design
Position your credit union website as an interactive branch with content, applications and tools designed to ensure member satisfaction. As trusted experts in the credit union industry, we provide cutting edge web design services, and much more.
CUtopia – Visit. Stay. Grow.
Conference Highlights
Social Networking / New Media
In the past 10 years, Social Media has become a
dominant force in business in a variety of different
ways ranging from marketing and sales to member
service and feedback. According to
AllFacebook.com, “during the average 20-minute
period in 2010, there were: 15,870,000 wall posts,
2,716,00 photos uploaded and 10,208,000
comments posted,” referring only to
Facebook.Com. Numbers like these are proof that
by having a social media presence, users whether
on the business level or personal level, gain access
to a multitude of information and communication
possibilities. In a world where social media has
become a primary source for information, the only
way to be negatively affected by social media, is to
have no presence at all. Join us to learn best
practices on how to launch your Credit Union into
the world of Social Networking / New Media.
Attracting New Members
The aging of credit union membership is a growing trend, since 69% are 55+. Now, many credit unions are asking: “How can we make ourselves relevant to younger generations?” This voyage is designed to answer that question and will be hosted by a member of Gen Y. The elusiveness of this demographic will be tackled from several angles. We will discuss what this generation needs, what they actually respond to and what steps your credit union can take to engage them.
• Understanding Gen Y in the Marketplace • Utilizing new forms of media and using
existing channels more effectively • Developing Products & Services • You attracted them, now what?
CUtopia – Visit. Stay. Grow.
Conference Highlights
Sidney C. Hurlbert is a nationally-recognized human relations consultant and
motivational speaker who takes a lighter, smarter look at managing for results. Sid
combines his powerful messages, humor and insight with an entertaining twist,
creating a dynamic group learning experience that transforms the way people
relate to themselves, fellow employees and their members.
Sid’s topics encompass member service & loyalty, developing leadership, and
overall communications skills while underscoring the power and importance of fun
in both business and personal interactions. His exceptional gift as a motivator
allows Sid to explore anything and everything to deliver member service
accomplishments and stimulate communications success. His professional and
personal experiences propel his outstanding “real world” analysis of
communications skills, motivation, and customer service behavior.
“Beyond This Point There Be Dragons”.
In the days of Columbus and other great explorers, much of the earth was uncharted territory. Legend held that sea monsters and other scary and dangerous creatures lived in the unexplored waters. Map makers placed the words “Beyond This Point There Be Dragons” on areas that were unknown. Thus early explorers were warned to avoid these areas at all costs. This kept the discovery of many great wonders hidden for years! Sometimes we mark our mental charts with the same “Beyond this Point” warnings. We experience similar fears and anxieties when we even think of stepping outside our comfort zones into “new waters”.
Sid’s 5 “STEPS” will take you beyond the “Point Of Dragons” and show you how giving great customer service will make you happier and more successful in your business and personal life!