Designing the future of internet retailing
As part of our 2019 Business Plan initiatives, we’ve kicked off a year-long research project to work with credit union leaders, business developers, and tactical units to solve today’s challenges around how credit unions act as internet retailers to sell products and services to their members. The goal is to determine a vision for internet retailing, imagine new ways for credit unions to sell loans via internet channels, and figure out how to stock the shelves of a credit union internet store.
Starting after the holidays, CU*Answers intends to start coordinating a virtual community to participate in the research, and to hold a series of webinars to explain the project goals and to provide data to help with the specifications for the product or products the CUSO will be building in the future.
On April 23-24, 2019, the CUSO will be recruiting 25 credit unions who are willing to engage in a 1.5-day Boot Camp Task Force event to pursue the questions from a more tactical perspective. In addition to recruiting subject-matter experts, the CUSO is looking for credit unions who are willing to engage the CU*Answers Lender*VP and forms generation teams to actively enroll in using existing and new online apps and forms.
Designing teller platforms for our future (T3-2019)
We’ve also kicked off a year-long research project to work with credit union leaders, business developers, and tactical units on designing new approaches to teller services for the future. The goal is to envision three distinct teller approaches: the traditional soup-to-nuts platform used today, a modern keep-it-simple design, and an API-based app that would let tellers roam the lobby with a tablet or that would connect with other third-party teller solutions such as ITMs.
Starting after the holidays, we will start coordinating a virtual community to participate in the research, and to hold a series of webinars to explain the project goals and to provide data to help with the specifications for the product or products the CUSO will be building in the future.
On May 29-30, 2019, the CUSO will be recruiting 25 credit unions who are willing to engage in a 1.5-day Boot Camp Task Force event to pursue the questions from a more tactical perspective. In addition to recruiting subject-matter experts, the CUSO is looking for credit unions who have a strong desire to move the ball forward and are willing to engage the CU*Answers Teller Design, Earnings Edge, and Imaging Solutions teams.
Designing the future for online and mobile tools (Online ’19)
Last, but not least, we’ve kicked off a year-long research project to work with credit union leaders, business developers, and tactical units on designing strategies and tactics for the future of online and mobile tools for credit union members. The goal is to design new approaches for serving authenticated members, new ways of orchestrating the dance between the marketing value of a website and the actions of an online banking toolset, and new strategies for small-audience mobile apps.
We will be coordinating a virtual community to participate in the research, and to hold a series of webinars to explain the project goals and to provide data to help with the specifications for the product or products the CUSO will be building in the future.
Then on March 26-27, 2019, we’ll be recruiting 25 credit unions who are willing to engage in a 1.5-day Boot Camp Task Force event to pursue the questions from a more tactical perspective. In addition to recruiting subject-matter experts, the CUSO is looking for credit unions who are willing to engage the CU*Answers Asterisk Intelligence team, enroll for the new It’s Me 247 Optics data gathering and mining service, and utilize storage in the data warehouse.
