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The Next Face of the CU*BASE “View of the Member” A sneak preview of ideas we are working on to prepare the CU*BASE Phone Op, Inquiry, Teller, & Transfer (PITT) screens for the future Prepared November 3, 2009 For the 2009 CEO Strategies Event

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The Next Face of the CU*BASE “View of the Member”. A sneak preview of ideas we are working on to prepare the CU*BASE Phone Op, Inquiry, Teller, & Transfer (PITT) screens for the future Prepared November 3, 2009 For the 2009 CEO Strategies Event. - PowerPoint PPT Presentation

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Page 1: The Next Face of the CU*BASE “View of the Member”

The Next Face of the CU*BASE “View of the Member”

A sneak preview of ideas we are working on to prepare

the CU*BASE Phone Op, Inquiry, Teller, & Transfer

(PITT) screens for the future

Prepared November 3, 2009For the 2009 CEO Strategies Event

Page 2: The Next Face of the CU*BASE “View of the Member”

Graphics indicate male or female (or “unknown” or organization)

New emphasis on

Tiered Service

points and rewards

Space for Next

Suggested Product prompts

This will tie to a new “Photo ID On File” flag you will be able to update after you scan an

ID into your electronic vault

Page 3: The Next Face of the CU*BASE “View of the Member”

Same idea for the Teller and

Transfer “Verify Member” pop-

up window

Page 4: The Next Face of the CU*BASE “View of the Member”

An organizatio

n

Gender unknown(time to update your database!)

Page 5: The Next Face of the CU*BASE “View of the Member”

Notice the button

changes so you know

whether to scan an ID,

or just check one

New host layout gives

us room for 3 more

accounts!

Quick access to the drill-

down inquiry tool (room for

more command

keys!)


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