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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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From brochures to booklets from charts to checklists from flyers to forms

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

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

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 [email protected]


From brochures to booklets from charts to checklists from flyers to forms

Getting to the Documents Featured in Today’s Webinar

Please follow along in this webinar while I show you how to get there.


Getting to the documents featured in today s webinar

Getting to the Documents Featured in Today’s Webinar


Getting to the documents featured in today s webinar1

Getting to the Documents Featured in Today’s Webinar


Remote deposit capture brochure

“Remote Deposit Capture” Brochure


From brochures to booklets from charts to checklists from flyers to forms

“Remote Deposit Capture” Brochure


Fun fact

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

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

Fun Fact Prize

Great job!

You won a jar of homemade raspberry jam!


From brochures to booklets from charts to checklists from flyers to forms

“Remote Deposit Capture” Brochure


Remote deposit capture brochure1

“Remote Deposit Capture” Brochure


Remote deposit capture brochure2

“Remote Deposit Capture” Brochure


Remote deposit capture brochure3

“Remote Deposit Capture” Brochure


Remote deposit capture brochure4

“Remote Deposit Capture” Brochure


Remote deposit capture brochure5

“Remote Deposit Capture” Brochure


Remote deposit capture brochure6

“Remote Deposit Capture” Brochure


Remote deposit capture brochure7

“Remote Deposit Capture” Brochure


Pop quiz

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

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

Pop Quiz Prize

Bravo! You’ve won a box of gourmet chocolates!


Promise deposits booklet

“Promise Deposits” Booklet


Promise deposits booklet1

“Promise Deposits” Booklet


Promise deposits booklet2

“Promise Deposits” Booklet


Promise deposits booklet3

“Promise Deposits” Booklet


Pop quiz1

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 answer1

Pop Quiz Answer

A member can make a Promise Deposit via

It’s Me 247 Online Banking.


Pop quiz answer2

Pop Quiz Answer

Way to go! You’ve won a fruit basket!


Promise deposits booklet4

“Promise Deposits” Booklet


Promise deposits booklet5

“Promise Deposits” Booklet


Promise deposits booklet6

“Promise Deposits” Booklet


Promise deposits booklet7

“Promise Deposits” Booklet


Pop quiz2

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 answer3

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 prize1

Pop Quiz Prize

Excellent! You’ve won a set of three gift cards!


Promise deposits booklet8

“Promise Deposits” Booklet


Promise deposits booklet9

“Promise Deposits” Booklet


Promise deposits booklet10

“Promise Deposits” Booklet


Webinar wrap up

Webinar Wrap-Up

On the whiteboard:

Write down your most valuable takeaway from today’s webinar.


From brochures to booklets from charts to checklists from flyers to forms

Tricks of the Trade Documentation

Check out all our Tricks of the Trade webinar presentations and newsletters: http://cuanswers.com/tricks_of_trade.php


From brochures to booklets from charts to checklists from flyers to forms

Tricks of the Trade Documentation


From brochures to booklets from charts to checklists from flyers to forms

Tricks of the Trade Documentation


Thank you for attending the may tricks of the trade webinar

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 [email protected]

    See you at next month’s Tricks of the Trade webinar!


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