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.

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Presentation transcript:

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

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

Same idea for the Teller and Transfer “Verify Member” pop-up window

An organization Gender unknown (time to update your database!) Gender unknown (time to update your database!)

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!)