1. Wi
Welcome to the
SOUTHERN CALIFORNIA
REGIONAL EVENT ‘18

2. Keep it simple, keep it quick and be authentic!
Best practice and effective member communication
Link to Presentation: Xtend

3. What’s Coming in Development
Release & 18.06

4. Release 18.03 – March 2018 It’s me 247 enhancements
Security
Transfer control
“see” functionality
‘temp to perm’ processing with Vantiv
Qualified dividends for savings accounts

5. Release 18.06 – june 2018 Qualified dividend enhancements Dashboards
Analytics
Card control part 1

6. Staying in the know… The Kitchen Release planning Page
Release Summaries
Tricks of the trade

7. Project Management, Data analytics & Member communication

8. Project management Helping you stay on task and on target
Becoming a member of your team

9. Data Analytics Finding the answers to the questions you have
Helping you make informed decisions

10. Member communication Are you talking to your members...
Offering a new service?
Rolled out a new product?

11. Thank you for attending the
SOUTHERN CALIFORNIA
REGIONAL EVENT ‘18