Network Services

The beauty of our network services is the flexibility and ability to mold our services to your needs.

Browse the complete list of Network Services we offer.

Custom Reports

  • Individual credit union reports
    • Each of your credit unions will have access to easy-to-read monthly transaction reports for their own credit union, which they can view in single month or year-to-date format.
    • Included reports:
      • Issuer transactions by acquiring credit union
      • Issuer transactions by acquiring branch
      • Acquirer transactions
      • Acquirer transactions by branch
      • Summary of transactions done within and outside of your state network
      • Summary of transactions by type
  • State reports
    • You will have access to each of your client credit unions’ individual reports
    • You will also be able to view each report with combines state totals


Shared Branch Training

  • Online SBTs
    • Short, professional videos suitable for new employee and refresher training
    • Topics include credit union basics, teller transactions, reports, and compliance issues impacting shared branch transactions
    • Certificates available for each course
    • Credit union administration is available but not necessary for a successful program
  • New Rule Webinars
    • Live and recorded webinars made available to your credit union for major rule updates
  • Customized Webinars
    • Personalized for the credit union – including their internal policies and procedures
    • Perfect for new employees or for refreshing current employees
    • Front or back-office topics available
  • In-Person Training
    • Available for network or individual credit union at their site
    • Multiple topics available


New Credit Union Implementation Support

  • Assistance with CO-OP paperwork
  • Coordination with CO-OP team
  • Discussions with credit union about shared branching options
  • Delivery and discussion of shared branching rules
  • Staff training
  • Live date and first-month-end follow-up
  • 30, 60 or 90-day after-live support options


Marketing Support

  • Bi-annual marketing campaigns for your credit unions
    • Include logo ready pieces suitable for websites, emails, lobby posters, etc
    • Custom marketing


Secondary or Temporary Credit Union Direct Support

  • Temporary support for your credit unions when key person is not available (vacations, conferences, etc.)
    • Phone and email coverage
    • Project coverage
  • Secondary support during busy times – such as after rule changes
    • Phone and email coverage for basic inquiries
    • Direct to credit union communication available

Want to learn more about our a la carte network services?

We understand your CUSO’s needs are unique and we offer flexible options to support you.

Check out our blog

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Questions? Let’s connect.

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