Upload
donhu
View
224
Download
4
Embed Size (px)
Citation preview
Page 2
PRICING PHILOSOPHY
This Pricing Guide is a snapshot in time and subject to periodic updates. To fully under-
stand each service and the value provided to our clients, please contact our Sales staff
through our interactive ‘Live Chat’ link at www.xtendcu.com.
Pricing is a tricky business. You can approach it from several different perspectives.
For Xtend it’s simple: we take on the perspective of a manufacturer of value whose ulti-
mate goal is the financial success of our owners and clients. We set our prices to fit the
income statements of our clients, first. Our pricing models are designed to participate
with credit unions in building revenues and sharing the proceeds. No big up-front risk is
passed from our business to the credit unions. Pay as you go, pay as you earn. We are
not a middleman; we are a cooperative manufacturer, and we have the power to
price like one.
Since we operate with a cooperative philosophy, we remind ourselves that each and
every time a client remits a payment, that paid invoice is an investment, not simply a
transaction for services rendered. Therefore, our price should be based on our contin-
ued ability to innovate, carry forward as an ongoing concern, and ultimately, add to
the collective capital of the credit union system.
TABLE OF CONTENTS
SRS Bookkeeping Services Page 3
Specialized Lending Support Services Page 3
Compliance Services Page 3
E-Communications Page 4
Xtension Call Center Services Page 5
Live Chat Page 6
Professional Services Page 6
Partner Support Services Page 6
Page 3
SRS BOOKKEEPING SERVICES One Time Charges Ongoing Fee
SRS Bookkeeping - Base Service
(Daily Share Draft, ACH , and ATM reconciliation, settlement, and
exception reporting)
$250.00 - $500.00 $100.00 - $400.00 per Week
SRS Stand-In Support
(short-term back office support for holidays, vacations and
staffing shortages)
$50.00 - $250.00 $30.00 per month
plus
$50.00 (min.) per day utilized
SRS a la Carte
(customized daily/weekly/monthly back office support services)
Quote Provided Quote Provided
SRS 5300 Call Report Services
(Configuration of 5300 in CU*BASE and assistance with 1st
quarterly upload; assistance with subsequent quarters optional)
$1,995.00 - $2,995.00 $250.00 - $500.00 per quarter
CU*BASE Conversion Support
(SRS Bookkeeping service for up to 90 days for new CU*BASE
conversions)
$4,000.00 N/A
De-conversion Support
(Training and support for contracted SRS clients to bring daily
bookkeeping processes in house)
Quote Provided
N/A
SPECIALIZED LENDING SUPPORT SERVICES
(IN PARTNERSHIP WITH LENDER*RE)
One Time Charges Ongoing Fee
Investor Reporting & Escrow Administration
(Reconciliation, escrow analysis and payment, agency reporting
for Fannie Mae, Freddie Mac and FHLB portfolio’d loans)
Quote Provided by
CU*Answers
Quote Provided by CU*Answers
Portfolio Conversion
(Project management for conversion of portfolio from 3rd party
service to CU*BASE)
Quote Provided by
CU*Answers
Quote Provided by CU*Answers
E COMMUNICATION SERVICES One Time Charges Ongoing Fee
RevGen 2016 - Campaigns Your Way
(Loan campaign solution, combining eMarketing, lobby
marketing, and Outbound Call Campaign’s directly to targeted
members)
Basic Program
Starting at $850.00
Deluxe Program
Starting at $1250.00
Additional Campaigns
Starting at $150.00
$2.50 per Call
Graphic Design and Print Option
Available - Quote Provided Upon
Request
Data Analyst
(Data mining and CU*BASE Tracker creation handled by Xtend;
member calls made by the credit union staff)
$250.00 $100.00 per Month
For More Information Call 1-866-981-4XTD
Page 4
E COMMUNICATION SERVICES & SOLUTIONS One Time Charges Ongoing Fee
Member Reach—Base Service
(Targeted electronic messages to members based on a pre-
defined schedule of activities. Also includes the benefit of E-Info,
Online Banking Community messaging services & monthly
maintenance of your statement and e-statement messages)
Under $30M in Assets
Over $30M in Assets
$100.00
$100.00
$175.00 per Month
+
$00.02 per HTML email
$300.00 per Month
+
$00.02 per HTML email
Custom Member Contact Messages
(Customized electronic messages to members based on a defined
target; includes data mining and execution)
Text-based: $100.00
HTML: $100.00 + $0.02 per
N/A
E-Info Standalone
(Managed content library and delivery service that pushes credit
union newsletters and marketing passively, through “Teasers” or
actively, through “In Your Face”
Under $30M in Assets
Over $30M in Assets
N/A
N/A
$75.00 per Month
$150.00 per Month
Online Banking Community Stories
(Managed content library and delivery services that pushes your
marketing content to the top of the story list located on the It’s Me
247 Online Banking login page)
N/A $50.00 per month
HTML eStatement Notifications
(A new, innovative marketing option to reinforce your
brand and your most current initiatives with interactive
eStatement notifications.)
$100.00
$50.00 per month
+
$00.05 per email
eNewsletter Service
(Publication of monthly online eNewsletter. Delivered
To members via email through our partnership with
I Make News, Inc.; Content managed by Xtend with
option to include custom content each month)
$275.00 Starting at $250.00
Quote provided
HTML Email—Self-Service
(Self-managed email marketing solution. Access to your own portal
for building and sending HTML emails to members with instant email
statistics and reports. Data mining not included.)
$100.00 setup $50.00 per month
+
$00.02 per email
Page 5
XTENSION CONTACT CENTER SERVICES One Time Charges Ongoing Fee
Branch XT
(Inbound member service provided during Xtension business hours,
including returned voice mail calls to members)
Overflow Calls
After Hour Calls
Fully Engaged Inbound Call Center
$250.00
$75.00* per Month
plus
$2.50* per Call
* With 2-year contractual commitment
Branch ST
(Targeted outbound calls to members based on pre-defined
schedule of activities)
$250.00
$75.00* per Month
plus
$2.50* per Call
* With 2-year contractual commitment
XT Direct (powered by Retailer Direct)
(inbound loan lead hotline where Xtension agents feed CU*BASE
MNLOAN pipeline directly)*
*Normal per call inbound fees apply
$250.00
Starting at $25.00 per Month
plus
$2.50 per loan lead
plus
$5.00 per booked lead
CU*BASE Conversion Support
Inbound Member Support
(Post-conversion to CU*BASE)
Outbound Member Contact
(client provided call/email lists)
Quote Available Upon
Request
One time fee $300.00
Quote Available Upon
Request
$150.00
+
$2.50 per Call
Xtension Stand-In Support
(Inbound member service designed to provide the possible
support during significant branch outages (i.e. disaster recovery))
$250.00 setup
plus
$3,500.00 per declaration
$45.00 per Month Retainer
plus
$4.00 per Call
*$1,500.00 premium if support > 5 days
E COMMUNICATION SERVICES & SOLUTIONS One Time Charges Ongoing Fee
Revel TV
(Digital signage content creation and delivery through
cloud-based managed solution)
Signage hardware and Installation
Channel Valet
Quote Available Upon
Request
Quote Available Upon
Request
Quote Available Upon Request
Starting at $150 per Month
Relevant Solutions
(Mobile shopping coupons for members, deployed through
standalone app, or embedded in credit union’s mobile app)
Optional: Local merchant coupon add-on feature for
your business development strategy and community
outreach
Starting at $100
Starting at $100
New Service!
New Service!
Page 6
LIVE CHAT One Time Charges Ongoing Fee
Online Chat
(Live Chat link deployed within It’s Me 247 and/or on your Credit
Union website with interactions handled by Xtension agents)
*Normal per call outbound fees apply when member requires
advanced authentication for requested support
$250.00
$50.00/month*
Plus
$2.50 per Chat*
* With 2-year contractual commitment
PROFESSIONAL SERVICES One Time Charges Ongoing Fee
Board Planning Session Facilitation
(Xtend President Scott Collins can help facilitate annual Board
planning sessions and/or other strategic planning events)
Travel & Expenses N/A
Marketing/Member Communication Consulting
(Professional on-site consulting by Xtend Management Team. Areas
of expertise include CU*BASE cross sales, tiered services, call center
execution, business development and electronic communication
strategies.)
$600.00 per Day (plus T&E) N/A
Back Office Consulting
(Professional on-site consulting by SRS Management Team leaders.
Areas of expertise include CU*BASE tool utilization, loan servicing
and back office productivity.)
$600.00 per Day (plus T&E) N/A
PARTNER SUPPORT SERVICES One Time Charges Ongoing Fee
Cooperative Liquidity Exchange
(Web-based repository of investment opportunities with credit unions
and CUSO partners: CD, Loan Participations, etc.)
$200.00 per Posting
N/A
Xtend Shared Branching
(Annual support fee for marketing and oversight of the CU*BASE
shared branching networked consortium as determined by peer-
elected Advisory Council)
$300.00
$300.00 per Year
Xtension Contact Unlimited
(Customized inbound and outbound call center services for CUSOs
and other companies serving the credit union industry)
Quote Provided
Quote Provided
Page 7
For More Information Call 1-866-981-4XTD
INNOVATION IS OUR BUSINESS Developing a New Blueprint for Efficiency and Effectiveness
Xtend is very proud of our credit union roots. Our cooperative CUSO model encourages partners of all sizes to consider an ownership position in the company. Since our founding in 2002, our Board of Directors has consisted of nine (9) credit union executives with a common vision of helping their industry peers stay relevant in the eyes of their members in an increasingly competitive marketplace. This vision translates simply—provide the highest quality service at a price point that sets us apart. As you explore our company, you will find that we are anything but “typical” in both the execution of our services and the overall value we provide our clients, owners and the industry as a whole.
Our value proposition focuses on four main objectives: COMMUNICATION, COLLABORATION, CONNECTION, and EXECUTION. With an overlying spirit of INNOVATION that encompasses everything we do. By aligning our goals with your Business Plan, we hope to help redefine your vision of what it means to be partners vested in each other’s success. Investment in Xtend allows us to build a business together. We hope you will consider this tremendous opportunity.
COMMUNICATE
PROMOTING YOUR VALUE PROPOSITION
COLLABORATE
VESTING IN MUTUAL SUCCESS
CONNECT
DELIVERING ON TARGET, ON TIME
EXECUTE
GUARANTEEING THE DIFFERENCE
6000 28th St Grand Rapids, MI 49546
P: 1-866-981-4XTD E: [email protected]
Updated December 2015
Xtend thanks you for being a part of our cooperative network!
Your participation, ownership, and continued investment into our cooperative net-
work fosters innovation, drives creativity, and sets the pace for continued shared
success. We look forward to many more years of continued partnership and, with
great anticipation, for the future strides of our partners and the growth of our indus-
try! Together, our possibilities will become our future!