It’s Me 247 Online Banking is coming to your members on December

It’s Me 247 Online Banking is coming to your members on December 5! Rollout Update November 20, 2007

Beta Test Report 15 beta-sites testing with credit union staff Community CorePlus First Trust Forest Area Frankenmuth GR Family Kenowa Kent County Lenco Muskegon Gov’t’l Onaway Prospera TBA Unison Western Districts A few bumps, but so far it’s been an excellent beta! – Attention Beta CUs: Alert staff to sign on for a load test on Monday, Nov. 26 between 9-10 am ET Loose ends still being tied up: – – 2 Usage Statistics - in testing now CU-defined Related Links (“Helpful Links”) - in testing now

Implementation Plan Planning for Release Day

No More Direct Logins You must get rid of this: .and replace it with one of these on your website: Use the web snippet and these will automatically switch to It’s Me 247! 4 Get instructions for your webmaster In the Kitchen: http://www.cuanswers.com/kitchen

Login Redirects On the morning of December 5, all badges will automatically switch to the new logo The URL will not change, but will redirect After launch, we’ll be in touch with instructions to change your URL links to. 5

Watch For. Managing My Security – – Links directly to the PIB Profile website login page Only appears if you allow members to adjust PIB profiles online Loan application will launch in separate window with same familiar look as before Quicken QFX downloads – – 6 Available 1st Quarter 2008 (beta testing starts soon) Will launch this separately; more information coming soon!

On December 5 CU@*HOME will be brought down at approximately 4:00 a.m. ET for everyone (online, self proc, CU*) – Splash page will indicate “we’re installing It’s Me 247” Starting at approx. 5:00 a.m. ET we’ll begin making the file changes (will dial in to self proc, CU*) It’s Me 247 will be brought up nationwide between 8:00 and 9:00 a.m. ET on Wednesday, December 5 – – 7 All redirects will be in effect at that time All CU*@HOME badges on websites will switch to the It’s Me 247 logo

After December 5 New URL for Online Banking: https://www.itsme247.com/### New URL for Membership Application: https://www.itsme247.com/###/MembershipApplication.a 8 For the ###, substitute your credit union’s 3-digit ARU/online banking ID

Marketing to Your Members Trying a different approach to reach a special group of members

We’re Marketing Already We’ll keep reminding your members of the release date on the login and OBC pages Free marketing and security education for your members. and you don’t have to lift a finger! 10 Get instructions for your webmaster In the Kitchen: http://www.cuanswers.com/kitchen

Marketing To Your Members: Member Reach Contact Julie Gessner ( [email protected]) if you want your members to receive the It’s Me 247 marketing from this month’s Member Minutes e-newsletter Also check out some new messages in the Member Reach message library (via Member Connect in CU*BASE) 11

Marketing To Your Members: CU*BASE Member Connect Use your channels: Emails, home banking messages can be sent any time using Member Connect Dear Member. Dear Member. “We’re excited about a new look for online banking coming on December 5! Have you checked out the prototype for It’s Me 247 Online Banking yet? Visit our website and click the Online Banking Community button today!” 12 “On December 5, CU*@HOME will be changing to It’s Me 247 Online Banking! You’ll still be able to look at your accounts, transfer funds, and take care of your business just like you do in CU*@HOME now, with a fresh new look that can even be personalized with your favorite colors and pictures!”

Marketing To Your Members: Lobby Brochures Specs – – – 8.5” 11” folded in half (finished size 8.5” 5.25”) Full color, double-sided, folded NOT sized for statement inserts Will customize with your CU logo, address, and website Choose one or all three. let members pick up the one that says “It’s Me!” to them 13

Marketing To Your Members: Lobby Brochures Inside text is generic except for your CU website URL 14 To order or view full-size PDFs, go to http://www.cuanswers.com/kitchen

Marketing To Your Members: Statement Stuffers Specs – – 5.5” 3.625” (buck-slip size) Full color, double-sided, folded Will customize with your CU logo and address on the back Intended for use as a general online banking marketing piece, not just for rollout – 15 Deadline for November statements is past, but we don’t recommend a full-out campaign just yet anyway!

Marketing To Your Members: YouTube Video For 350, you can customize the It’s Me video with your CU information tagged at the end for television advertising Contact Fulvew Productions at 616-458-5822 16

Marketing To Your Members: Web/PC/DVD Video Our Self Service Short has been updated for It’s Me 247 If you are currently running this on screens in your office contact [email protected] for a free replacement 17

Marketing To Your Members: It’s Me Giveaways It’s Me promotional mirrors – – – 250 @ 0.90 ea 500 @ 0.74 ea 1,000 @ 0.69 ea To customize with your logo and place an order for these round compact mirrors, contact Mary Mills at Suttersmill: [email protected] 800-824-0594 x218 18 Item No: 1125

Marketing To Your Members: Artwork For Your Materials If you need artwork, color schemes or login buttons for your own marketing materials, visit the CU*Answers Kitchen! 19 http://www.cuanswers.com/kitchen

Thank you! We’ll have another update mid-December to see how things are going!