2017 pricing guide partners only - xtend pricing guide xtend xtendcu.com │call or text ......

2017 Pricing Guide

Xtend

Xtendcu.com │Call or Text (866) 981-4983│[email protected]

Partners Only

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

E-Communications Page 4

Xtension Call Center Services Page 5

Live Chat Page 6

Professional Services Page 6

Partner Support Services Page 6

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)

$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 2017 - 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

Branch ST Self Service

(Data mining and CU*BASE Tracker creation handled by Xtend;

member calls made by the credit union staff)

$250.00 $75.00 per Month

For More Information Call 1-866-981-4XTD

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

$400.00

*50% Discount if you

launch with in 60 days

$175.00 per Month

+

$00.02 per HTML email

$300.00 per Month

+

$00.02 per HTML email

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

Custom Member Contact Messages

Customized electronic messages to members based on a defined

target audience; includes data mining and execution.

Text-based: $75.00

HTML: $100.00 + $0.02 per

email

N/A

It’s Me 247 Ala Carte Services

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”, think estatement stuffer.

Under $30M in Assets

Over $30M in Assets

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

N/A

N/A

$75.00 per Month

$150.00 per Month

$50.00 per month

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.

$300.00 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

Two– Way Text Messaging

Two-way text messaging (Powered by ZipWhip). Text enable your

exiting land lines to provide a new member service delivery

channel; includes pc, browser and app for management and

execution by your team.

$250.00 Licensing Fee $125 per month for 1st line

$100 per month for each

additional line

$25/month per user (4 users

included per line)

New 2017!

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


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

$500.00

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


Request

$150.00

+

$2.50 per Call

Xtension Disaster Recovery Support

(Inbound member service designed to provide the best possible

support effort during significant branch outages.

$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

CHAT AND TEXT 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*


Two-Way test messaging Support

(Xtension agents handle Zipwhip interactions with members)


Request

Quote Available Upon Request

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

Mobile Coupon App (Powered by 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

Digital Signage (Powered by Revel TV)

(Digital signage content creation and delivery through

cloud-based managed solution)

Signage hardware and Installation

Channel Valet


Request


Request


Starting at $150 per Month

Debit Rewards (Powered by Buzz Points)

Creative member rewards program that drives increased debit card

usage and local merchant relationships


Request


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

Phone or Text: 1-866-981-4XTD

Updated January 2017

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!

2017 pricing guide partners only - xtend pricing guide xtend xtendcu.com │call or text ......

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