THE CLOCK IS TICKING! Register online now for EPL’s 2009 Client Conference. Click Here! This year’s theme is “It’s a Whole New World” and indeed it is – economically, socially, and technologically. This year we’ve added a Client Conference Blog. Be sure to subscribe to keep up with the latest developments. See you in Nashville at the Gaylord Opryland Hotel & Convention Center starting on Monday, October 26th!
OUR CUSTOMERS SPEAK ABOUT OUR CU-DASHBOARD PRODUCT
"When we converted to EPL in December 2007 we had an existing online program to store our board reports, policies, and documents. Since our conversion we developed the Dashboard product. The learning curve was minimal and the ability to combine all of our staff procedures, policies, rates etc. on one site was great. I was concerned that posting all of our documents would be a daunting task but the ease of using the zip file made the transfer a breeze. We also use it for informing staff of new processes and products and even lunch schedules. Now everything they need is in one place and easy to access. The support and training we received from the support team during the initial start up period was amazing but, unlike the support from other companies with similar products, has continued to be responsive to our needs. I would recommend the Dashboard to all credit unions." -- Marylin Ball-Brown, CEO, Generations Credit Union
"The Dashboard product has been a wonderful tool for our credit union. We have trained our entire staff to log in there first in the morning to get to i-Power and other applications to make sure that they see any new announcements. It’s also been added as a large part of our Business Continuity Plan to get information to our employees. It has helped us be more efficient and accurate in communicating to our employees as all have access to internet, but not all have email. EPL has been a joy to work with and has really been proactive in helping us with the best possible utilization of this product for our credit union." -- Michele Willis, Director of Marketing and Business Development, Legacy Community Federal Credit Union
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VIEW THE EPL STORY!
That you can ...
Permanently save comments by storing them in the SSN Comments instead of Member Message? SSN comments are never deleted; so even if the member attempts to re-open the account years, later the SSN comments will display upon entry of the SSN.
Establish up to 20 custom share account fields and have them display on the Account Profile by using the i-POWER feature Custom Fields found under Institution Manager/System Customization?
You can view ACH warehoused or processed items by clicking on the ACH tab on the Account Profile?
Securely post your credit union’s policies, procedures, marketing information, rates, links, even board reports with CU-Dashboard? Click the link below to see an online DEMO of CU-Dashboard.
Did you know you can easily correct an IRA withdrawal reason code just by drilling down on the icon for Change IRA Withdrawal Reason Code.