2015 In-Network Pricing Guide

Transcription

1 2015 In-Network Pricing Guide Xtend Xtendcu.com (866) 981-4XTD

2 TABLE OF CONTENTS SRS Bookkeeping Services Page 3 Specialized Lending Support Services Page 3 Compliance Services Page 3 E-Communications Page 4 Xtension Call Center Services Page 5 Live Chat Page 6 Professional Services Page 6 Partner Support Services Page 6 PRICING PHILOSOPHY Pricing is a tricky business. You can approach it from several different perspectives. For Xtend it s simple: we take on the perspective of a manufacturer of value whose ultimate goal is the financial success of our owners and clients. We set our prices to fit the income statements of our clients, first. Our pricing models are designed to participate with credit unions in building revenues and sharing the proceeds. No big up-front risk is passed from our business to the credit unions. Pay as you go, pay as you earn. We are not a middleman; we are a cooperative manufacturer, and we have the power to price like one. Since we operate with a cooperative philosophy, we remind ourselves that each and every time a client remits a payment, that paid invoice is an investment, not simply a transaction for services rendered. Therefore, our price should be based on our continued ability to innovate, carry forward as an ongoing concern, and ultimately, add to the collective capital of the credit union system. This Pricing Guide is a snapshot in time and subject to periodic updates. To fully understand each service and the value provided to our clients, please contact our Sales staff through our interactive Live Chat link at Page 2

3 SRS BOOKKEEPING SERVICES SRS Bookkeeping - Base Service (Daily Share Draft, ACH, and ATM reconciliation, settlement, and exception reporting) $ $ $ $ per Week SRS Stand-In Support (short-term back office support for holidays, vacations and staffing shortages) $50.00 $ $30.00 per month $50.00 (min.) per day utilized SRS a la Carte (customized daily/weekly/monthly back office support services) SRS 5300 Call Report Services (Configuration of 5300 in CU*BASE and assistance with 1st quarterly upload; assistance with subsequent quarters optional) CU*BASE Conversion Support (SRS Bookkeeping service for up to 90 days for new CU*BASE conversions) $1, $2, $ $ per quarter $4, De-conversion Support (Training and support for contracted SRS clients to bring daily bookkeeping processes in house) SPECIALIZED LENDING SUPPORT SERVICES (IN PARTNERSHIP WITH LENDER*RE) Investor Reporting & Escrow Administration (Reconciliation, escrow analysis and payment, agency reporting for Fannie Mae, Freddie Mac and FHLB portfolio d loans) One Time Charges by CU*Answers Ongoing Fee by CU*Answers Portfolio Conversion (Project management for conversion of portfolio from 3rd party service to CU*BASE) by CU*Answers by CU*Answers COMPLIANCE SERVICES (IN PARTNERSHIP WITH CU*ANSWERS MANAGEMENT SERVICES) Audit Link - Full Service (Execute ongoing compliance monitoring tasks related to BSA, SAR, Dormancy and Employee maintenance activity) One Time Charges Consulting by CU*Answers Ongoing Fee $ $ per Week for most credit unions Audit Link - Lite Service (A subset of base service featuring employee reviews, file maintenance logs and other agreed upon repetitive tasks) $ $ per Week For More Information Call XTD Page 3

4 E COMMUNICATION SERVICES Member Reach Base Service (Targeted electronic messages to members based on a pre-defined schedule of activities. Also includes the benefit of E-Info, Online Banking Community messaging services & monthly maintenance of your statement and e-statement messages) Under $30M in Assets Over $30M in Assets Custom Member Contact Messages (Customized electronic messages to members based on a defined target; includes data mining and execution) $ $ Text-based: $50.00 HTML: $ $0.02/ $ per Month $ per Month + $00.02 per HTML RevGen HyperDrive 2.0 (Loan campaign solution, combining E-Marketing, lobby marketing, and Outbound Call Campaign s directly to targeted members.) Basic Program Starting at $ Deluxe Program Starting at $ Additional Campaigns Starting at $ Quote provided E-Info Standalone (Managed content library and delivery service that pushes credit union newsletters and marketing passively, through Teasers or actively, through In Your Face - includes Online Banking Community message updates) Under $30M in Assets Over $30M in Assets $75.00 per Month $ per Month Online Banking Community Stories (Managed content library and delivery services that pushes your marketing content to the top of the story list located on the It s Me 247 Online Banking login page) $50.00 per month Data Analyst (Data mining and CU*BASE Tracker creation handled by Xtend; member calls made by the credit union staff) $ $ per Month New Service! HTML estatement Notifications (A new, innovative marketing option to reinforce your brand and your most current initiatives with interactive estatement notifications.) $ $50.00 per month + $00.05 per New Service! enewsletter Service (Publication of monthly online enewsletter. Delivered to members via through our partnership with I Make News, Inc.; Content managed by Xtend with option to include custom content each month) $ Starting at $ Quote provided Page 4

5 XTENSION CONTACT CENTER SERVICES Branch XT (Inbound member service provided during Xtension business hours, including returned voice mail calls to members) Overflow Calls After Hour Calls Fully Engaged Inbound Call Center Branch ST (Targeted outbound calls to members based on pre-defined schedule of activities) $ $75.00* per Month $2.50* per Call * With 2-year contractual commitment $ $75.00* per Month $2.50* per Call * With 2-year contractual commitment XT Direct (powered by Retailer Direct) (inbound loan lead hotline where Xtension agents feed CU*BASE MNLOAN pipeline directly)* $ Starting at $25.00 per Month $2.50 per loan lead *Normal per call inbound fees apply $5.00 per booked lead CU*BASE Conversion Support Inbound Member Support (Post-conversion to CU*BASE) One Week = $2, Two Week = $3, st Week = $3.25 per Call 2nd Week = $3.25 per Call Outbound Member Contact (client provided call/ lists) One time fee $ $2.50 per Call Xtension Stand-In Support (Inbound member service designed to provide the possible support during significant branch outages (i.e. disaster recovery)) $ set-up $3, per declaration $45.00 per Month Retainer $4.00 per Call *$1, premium if support > 5 days For More Information Call XTD Page 5

6 LIVE CHAT Online Chat (Live Chat link deployed within It s Me 247 and/or on your Credit Union website with interactions handled by Xtension agents) $ $50.00/month* Plus $2.50 per Chat* *Normal per call outbound fees apply when member requires advanced authentication for requested support * With 2-year contractual commitment PROFESSIONAL SERVICES Board Planning Session Facilitation (Xtend President Scott Collins can help facilitate annual Board planning sessions and/or other strategic planning events) Travel & Expenses Marketing/Member Communication Consulting (Professional on-site consulting by Xtend Management Team. Areas of expertise include CU*BASE cross sales, tiered services, call center execution, business development and electronic communication strategies.) $ per Day ( T&E) Back Office Consulting (Professional on-site consulting by SRS Management Team leaders. Areas of expertise include CU*BASE tool utilization, loan servicing and back office productivity.) $ per Day ( T&E) PARTNER SUPPORT SERVICES Cooperative Liquidity Exchange (Web-based repository of investment opportunities with credit unions and CUSO partners: CD, Loan Participations, etc.) $ per Posting Xtend Shared Branching (Annual support fee for marketing and oversight of the CU*BASE shared branching networked consortium as determined by peerelected Advisory Council) $ $ per Year Xtension Contact Unlimited (Customized inbound and outbound call center services for CUSOs and other companies serving the credit union industry) Page 6

7 INNOVATION IS OUR BUSINESS Developing a New Blueprint for Efficiency and Effectiveness Xtend is very proud of our credit union roots. Our cooperative CUSO model encourages partners of all sizes to consider an ownership position in the company. Since our founding in 2002, our Board of Directors has consisted of nine (9) credit union executives with a common vision of helping their industry peers stay relevant in the eyes of their members in an increasingly competitive marketplace. This vision translates simply provide the highest quality service at a price point that sets us apart. As you explore our company, you will find that we are anything but typical in both the execution of our services and the overall value we provide our clients, owners and the industry as a whole. Our value proposition focuses on four main objectives: COMMUNICATION, COLLABORATION, CONNECTION, and EXECUTION. With an overlying spirit of INNOVATION that encompasses everything we do. By aligning our goals with your Business Plan, we hope to help redefine your vision of what it means to be partners vested in each other s success. Investment in Xtend allows us to build a business together. We hope you will consider this tremendous opportunity. COMMUNICATE PROMOTING YOUR VALUE PROPOSITION CONNECT DELIVERING ON TARGET, ON TIME COLLABORATE VESTING IN MUTUAL SUCCESS EXECUTE GUARANTEEING THE DIFFERENCE For More Information Call XTD Page 7

8 Xtend thanks you for being a part of our cooperative network! Your participation, ownership, and continued investment into our cooperative network fosters innovation, drives creativity, and sets the pace for continued shared success. We look forward to many more years of continued partnership and, with great anticipation, for the future strides of our partners and the growth of our industry! Together, our possibilities will become our future! Updated December th St Grand Rapids, MI P: XTD E: info@xtendcu.com