Free Samples.

Figure out where to start.

Whether you’re expanding your mobile presence, expanding your eServices team, or gearing up for Apple Pay, check out the PDFs below for some help figuring out where to start.

eServices Roadmap

Do you have your plan for eServices documented?

Having a plan for your customer facing technology is critical in this fast paced digital world. By documenting your roadmap everyone in your organization from the board of directors to the front line knows where you are headed.

Social Media Scorecard

Are you currently tracking your social media efforts?

We are all using social media, but have you stopped and evaluated if those efforts are paying off or taking the right approach? Download our easy to use Social Media Scorecard to start evaluating today!

Teach Children to Save

Are you joining in the fun to Teach Children to Save in 2020?

Whether you’re starting small and asking your coworkers to post an educational message on their social media or your team is visiting dozens of schools, we thought you could use a few tips and educational messages to share!

National Credit Union Youth Month

Are you joining in the fun for National Credit Union Youth Month in 2020?

Whether you’re starting small and asking your coworkers to post an educational message on their social media or your team is visiting dozens of schools, we thought you could use a few tips and educational messages to share!

Back to School Tips

Fresh Financial Education Ideas to Fill Your Pocket Folders

Working in the financial education space, we get to see all kinds of amazing activities community banks and credit unions are doing to help families teach children to be smart about money. Here are a few of our favorite financial education and community outreach ideas for the coming school year.

Mobile Banking Checklist

Are you meeting your mobile banking needs?

If you’re creating your own mobile banking presence use our free checklists to get a head start in understanding how to craft a great experience for your customers.

Mobile Website Checklist

Are you asking the right questions?

If you’re creating a new mobile web presence, use our free checklist to get a head start in understanding how to craft a great experience for your customers.

Gearing up for Apple Pay

Are you ready for Apple Pay?

If your bank is approved by Apple or is on the waiting list and getting closer, here are a few tips to make sure you get the most out of this partnership.

eServices Job Description

Are you hiring a new eServices team member?

If you’re planning on expanding your team with an eServices role, here is a sample job description that you can use to find the ideal candidate to join you.

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