The basic offer to new clients is as follows:
· We manage the entire member interface by telephone and email. If you currently have face-to-face communications, this can be retained and accommodated.
· Our member forms are all editable which can be returned to us by email.
· We use Open Banking to obviate the need for members to send bank statements.
· We undertake all month-end processes and provide reports for Directors covering New Members; Arrears and action taken for recovery; Loans activity; P&L; Balance Sheet and Trial Balance.
· Our telephone system has an option to get account balances.
· We currently offer the Engage Card but intend on moving to the Change Account.
· We use faster payments for all member payments.
· We have recently introduced a monthly e-newsletter for each of our clients.
· Our clients have adopted the following loan products:
o Key Worker Loans
o Child Benefit Loans
o Homeowner Loans
o Introductory Loans
o Saver Loans
o Transport Loans
o Christmas Loans
If you would like to know how your credit union can join then email us on firstname.lastname@example.org.