Welcome to the May Tricks of the Trade

Ice Breaker Insert an arrow next to your favorite way to celebrate Memorial Day.

Focus of This Month’s Webinar: Remote Deposit Documentation Today we’ll look at the following

Getting to the Documents Featured in Today’s Webinar Please follow along in this webinar

Getting to the Documents Featured in Today’s Webinar

Fun Fact In what year was remote deposit capture (RDC) first implemented by a

Fun Fact Answer In 2003, “First Tennessee Bank in Memphis was one of the

Pop Quiz Why are there three different RDC options? Insert an arrow in the

Pop Quiz Answer The reason that there are three different RDC options is that

Pop Quiz A member can make a promise deposit via: Insert an arrow in

Pop Quiz Answer A member can make a Promise Deposit via It’s Me 247

Pop Quiz Answer e v ’ u o Y ! o Way to g

Pop Quiz How can a credit union deny members access to Promise Deposits? Insert

Pop Quiz Answer How can a credit union deny members access to Promise Deposits?

Webinar Wrap-Up On the whiteboard: Write down your most valuable takeaway from today’s webinar.

Tricks of the Trade Documentation Check out all our Tricks of the Trade webinar

Thank you for attending the May Tricks of the Trade webinar! For questions regarding

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Welcome to the May Tricks of the Trade webinar! From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to highlight key documents that will make your job easier!

Ice Breaker Insert an arrow next to your favorite way to celebrate Memorial Day. Beach Park Home

Focus of This Month’s Webinar: Remote Deposit Documentation Today we’ll look at the following two key pieces of remote deposit documentation: O “Remote Deposit Capture” brochure O “Promise Deposits” booklet This webinar will give you a general overview of remote deposit options. For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at jbeauchamp@cuanswers. com.

Getting to the Documents Featured in Today’s Webinar Please follow along in this webinar while I show you how to get there.

Getting to the Documents Featured in Today’s Webinar

“Remote Deposit Capture” Brochure

Fun Fact In what year was remote deposit capture (RDC) first implemented by a financial institution? Insert an arrow in the box with the correct answer. 1999 2003

Fun Fact Answer In 2003, “First Tennessee Bank in Memphis was one of the first financial institutions to implement RDC. ” (source: http: //www. fdic. gov/regulations/examinations/supervisory/insights/sisum 09/primer. html)

Fun Fact Prize ! b o j t a e r f o G r ja a n ry o r w e b u p s Yo a r e d a m e m ho jam!

“Remote Deposit Capture” Brochure

Pop Quiz Why are there three different RDC options? Insert an arrow in the bubble with the right answer. Because three is better than two To accommodate different types of phones To serve different kinds of members

Pop Quiz Answer The reason that there are three different RDC options is that credit unions need to serve different kinds of members.

Pop Quiz Prize n o w e v ’ u o Y ! o v a r B t e m r u o a box of g es! t a l o c o h c

“Promise Deposits” Booklet

Pop Quiz A member can make a promise deposit via: Insert an arrow in the bubble with the right answer. It’s Me 247 Online Banking Credit union website Scanner

Pop Quiz Answer A member can make a Promise Deposit via It’s Me 247 Online Banking.

Pop Quiz Answer e v ’ u o Y ! o Way to g it u r f a n o w basket!

“Promise Deposits” Booklet

Pop Quiz How can a credit union deny members access to Promise Deposits? Insert an arrow in the bubble with the right answer. Don’t allow enrollment in online banking. Deny the member through Member Personal Banker. Deny the enrollment request made through online banking.

Pop Quiz Answer How can a credit union deny members access to Promise Deposits? All of these: ODon’t allow enrollment in online banking ODeny the member through Member Personal Banker ODeny the enrollment request made through online banking

Pop Quiz Prize ! t n e l l e c Ex a n o w You’ve t f i g e e r h t f o t e s cards!

“Promise Deposits” Booklet

Webinar Wrap-Up On the whiteboard: Write down your most valuable takeaway from today’s webinar.

Tricks of the Trade Documentation Check out all our Tricks of the Trade webinar presentations and newsletters: http: //cuanswers. com/tricks_of_trade. php

Tricks of the Trade Documentation

Thank you for attending the May Tricks of the Trade webinar! For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar: O “Remote Deposit Capture” brochure: http: //www. cuanswers. com/pdf/cb_ref/RDC. pdf O “Promise Deposits” booklet: http: //cuanswers. com/pdf/cb_ref/promise_deposits. pdf#2013 -0412 For an in-depth consultation about remote deposit options, contact John Beauchamp, Electronic Document Strategies Manager, at jbeauchamp@cuanswers. com. See you at next month’s Tricks of the Trade webinar!