Mary Ann Herne, VP Business Development Jim Berthelsen, SVP Sales and Business Development
Today’s Agenda ▪ Cubus Solutions ▪ Skip-A-Pay – Member Experience – Staff Experience ▪ Open Discussion - Q&A
The Challenge
The Solution Cubus Skip-A-Pay By Member By Staff On-Line In-House Fully Automated
Member Experience Web and Mobile Channel
Member Experience ▪ Access via OLB ▪ Qualification ▪ Member ▪ Loans
Member Experience ▪ Skip Dates Automatically Set to 30 Days ▪ Any Pay Frequency
Member Experience ▪ Fee Options ▪ Loan Minor Specific ▪ Tier Range ▪ Balance ▪ Payment ▪ Fee Methods ▪ Shares ▪ Cards ▪ PayPal
Member Experience ▪ Done! ▪ Immediate Core Update ▪ Due Date Updated ▪ Automatic Payments ▪ External Transfers ▪ Internal Transfers ▪ Payroll ▪ Maturity Date ▪ Fees Charged
DNA Updates Activity Showing Adjustments to Receivable, Next Due Date and Maturity Date :
DNA Updates History Row on Loan Account :
DNA Updates Receivable History Showing Skip
DNA Updates Skip Fee Charged to selected share account:
Help Desk & Admin Functions
Redstone FCU – Skip-A-Pay ▪ RFCU’s Business Challenge • Current Skip a Payment loan program labor intensive and limited ▪ Why Partner? • Faster time to market • Capitalize on each company’s expertise and experience ▪ Value Added Proposition • Improved operating efficiency • Revenue opportunities (NII) • Better member experience • Larger target audience
RCG – Redstone Consulting Group • www.redstoneconsultinggroup.org • A wholly owned CUSO subsidiary of RFCU • Founded in May 2012 • Serving Credit Unions with technologically innovative applications and services
Easy to Deploy ▪ Software In-house or Hosted by Cubus (OGO) ▪ Integrates seamlessly into Fiserv DNA core with RCG Web Services ▪ Rapid Deployment ▪ Remote Installation ▪ Remote Training ▪ Low Maintenance
Some of our DNA Customers ▪ Redstone Federal Credit Union – 4.490 Bil ▪ Eastman Credit Union – 3.543 Bil ▪ Truliant Federal Credit Union – 2.068 Bil ▪ Northwest Community Credit Union – 1.086 Bil ▪ Deseret First Credit Union – 560 Mil ▪ Security Plus Federal Credit Union – 379 Mil
Mary Ann Herne VP Business Development Cubus Solutions 3049-A Independence Drive Livermore, CA 94551 E-Mail: mherne@cubussolutions.com Phone: 925-344-8626
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