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Portal Style Homepage
- Your CU's corporate identity and current marketing strategies are combined to create a
visually appealing homepage that serves as a quick access portal to all other areas of the
site. Dynamic functionality allows you to display the specific information you want
visitors to see first, such as special offers, car buying tips, seminars, articles and
resources. |
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Secure Online Applications
- Increase the amount of new accounts and loans by allowing members to immediately submit
a secure online Application or Application Request once they have viewed information,
terms and rates. |
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Dynamic ATM & Branch
Listings - Database-driven listings make updates a snap, as well as allow members
to quickly search for the nearest location by city or zip code and view maps. |
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Dynamic Rates -
Maintain and display current Mortgage, Savings and Loan Rates efficiently with easy-to-use
backoffice forms. |
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Calendar/Events Management
- Publish dynamic calendars for upcoming seminars and events, special offers and
promotions, special holiday branch hours or closures, and more. |
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News/Article Management
- Organize, publish and maintain news items, press releases and articles with the
backoffice Article Manager. |
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FAQ Manager -
Automate display of your FAQ listings, making them easy to navigate, and encourage new FAQ
submissions with one-click access to a simple, easy-to-use submission form.Job Postings -
Post job openings easily using the job management report and form. Once an applicant
completes the online application form, it is posted to the Feedback/Workflow Management
System for efficient processing. |
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Activity Tracking System
- Track user activity with usage counter and log files readable in standard analysis
programs. The ability to analyze what pages and products users are clicking on most
frequently can greatly assist you in making decisions to better meet the needs of your
members and improve marketing decisions. |
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Feedback/Workflow
Management - All incoming information, such as applications, requests and
inquiries, flows smoothly and logically into the feedback workflow system for efficient
processing by designated staff. |
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AutoMessage/Email
Marketing System - AutoMessage provides an efficient solution for handling
automated-response email notifications and confirmations, email marketing campaigns, email
versions of your newsletter, event invitations and RSVP management. |
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User Login
and Authentication - sophisticated user login
"remembers" users after the first visit by looking up the user in the database, based on a cookie and triggers "automatic login" and
ease of use on return visits. When a request is received with no cookie, or with a cookie
that does not contain the necessary identifier, authentication relies on an email
address and password (i.e., the user is prompted to login by entering their email address
and password). For users that forget their password, the system will email the password to
the user upon request. |
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User Database and
Management Tools - information about the users that visit the site
is stored in the user database to facilitate self-registration. Special user levels and
user types to limit access to certain content or specify content. |
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Cookie
Management - part of the user login and authentication process, the cookie
identifies the user, and, depending on the nature of the information collected, can
trigger "automatic login," personalize the appearance of web pages, etc. When a
request is received with no cookie, or with a cookie that does not contain the necessary
identifier, the request is assumed to be from a new user. In that case, a new identifier
is generated before the response is sent back to the client, and a new record added to the
server's user database. |
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Preferences - many
options including company information, email addresses, input/output file paths (i.e.,
specify document paths, image paths, database paths), backoffice behavioral options, etc. |
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Website Control Center -
backoffice menu, controls and server status information
visible on every page for backoffice users and webmasters, giving quick access to all
backoffice maintenance areas. |