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Page 1: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn
Page 2: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

WHAT CEOS NEED TO KNOW ABOUT

The Mobile First Revolution

Webinar #4Thursday, 11/12/20209:00am-10:30am

STUDIO B GUEST: Ken Vaughn

Page 3: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

“Mobile First design” means design starts from the mobile end – which has more restrictions – then expands features to create the tablet and desktop versions

What CEOs need to know about the Mobile First revolution

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Why is this important for our evolving deployment and organizational resources?

Page 4: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

Making this declaration gives the marketplace insight into the evolution of our products, the direction of our investments, and some insight into the priorities as we invest in people, ideas, and the evolution of our software products It signals that we now believe that the marketplace defaults to

appreciating software from a mobile buyer’s standpoint, and that we will push to be seen in that lightMobile experiences become the new compass for consumer

expectations and our measurements for what to do next

Why is Mobile First important for CU*Answers?

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While it is not as black and white that everything will be a mobile app, it is a new tone for what is expected and appreciated

Page 5: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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DEVELOPMENT DETOUR: Building the Mobile-First Model Foundation

WEB M

ODULE DESIG

N & DEVELO

PMEN

T

Page 6: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Online 247: 2 Unique Master Navigations & 70+ Shared Web Modules

Huh?

Page 7: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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CU Publisher Marketing & Branding Configurations

Page 8: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

New Terms for our Mobile-First Vocabulary

Web Modules (Shared Across Platforms)(ONLINE BANKING FEATURES)

Standalone Contextual Contextual Standalone Standalone SSO (3rd Party Integrations)

Master Navigation (Unique Across Platforms)(GETTING MEMBERS TO FEATURES)

Feature & Profile Menus CU Widget Column & Marketing Account Summaries Contextual Navigation Member Messaging

New Web Login Page (SUNSETTING THE OBC PAGE)

New It’s Me 247 Web Prototype Demo

5

At CU*Answers, you will begin to hear more about a term we call Master Navigation. In this mobile-first model, we strictly distinguish between an Online Banking Features and the Navigational Elements the member uses to get to them.

Page 9: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Module: A Self Contained Online Banking FeatureFeature Landing Page Review & Submit Confirmation

Page 10: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Module: Moving away from Macro towards Micro Functionality

Page 11: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Module: Mobile-First Web Form User InterfacesMobile Tablet & Desktop

Page 12: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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What is a Web Module? 70+ Mobile-First Online Banking Features

Last week MTG, handed off our 500th prototype page to the Online Banking Team.

Page 13: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Modules: Standalone (Category 1 of 4)

Page 14: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Modules: Contextual (Category 2 of 4)

Page 15: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Modules: Standalone Contextual (Category 3 of 4)

Page 16: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Modules: Standalone SSO (Category 4 of 4)

Page 17: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Modules: Standalone SSO Examples

Page 18: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Web Modules: Standalone SSO Advanced (Phase II Concept)

Page 19: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

New Terms for our Mobile-First Vocabulary

Web Modules (Shared Across Platforms)(ONLINE BANKING FEATURES)

Standalone Contextual Contextual Standalone Standalone SSO (3rd Party Integrations)

Master Navigation (Unique Across Platforms)(GETTING MEMBERS TO FEATURES)

Feature & Profile Menus CU Widget Column & Marketing Account Summaries Contextual Navigation Member Messaging

New Web Login Page (SUNSETTING THE OBC PAGE)

New It’s Me 247 Web Prototype Demo

16

At CU*Answers, you will begin to hear more about a term we call Master Navigation. In this mobile-first model, we strictly distinguish between an Online Banking Features and the Navigational Elements the member uses to get to them.

Page 20: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Feature & Profile Menus

Mobile 5

Page 21: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: CU Customizable Marketing

Mobile 5

Page 22: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Account Summaries / Member Favorites

Mobile 5

Page 23: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Contextual Navigation

Mobile 5

How do we create a mobile-first UX that

exposes members to more product-specific features like Skip-A-Pay

Page 24: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Contextual Navigation

Mobile 5

Page 25: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Contextual Navigation

Mobile 5

Page 26: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Contextual Navigation for Loans

Mobile 5

Page 27: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Member Messaging

Mobile 5

Page 28: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Master Navigation: Member Messaging Phase IMessage Messaging is Core-API-Driven & Member-Specific.

This UI Element will aggregate member prompts & offers in a familiar UX across all devices and browsers.

Page 29: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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The Accounts “Drawer”

Page 30: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

New Terms for our Mobile-First Vocabulary

Web Modules (Shared Across Platforms)(ONLINE BANKING FEATURES)

Standalone Contextual Contextual Standalone Standalone SSO (3rd Party Integrations)

Master Navigation (Unique Across Platforms)(GETTING MEMBERS TO FEATURES)

Feature & Profile Menus CU Widget Column & Marketing Account Summaries Contextual Navigation Member Messaging

New Web Login Page (SUNSETTING THE OBC PAGE)

New It’s Me 247 Web Prototype Demo

27

At CU*Answers, you will begin to hear more about a term we call Master Navigation. In this mobile-first model, we strictly distinguish between an Online Banking Features and the Navigational Elements the member uses to get to them.

Page 31: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Prototype Demo: Starting with the New Web Login

The current OBC Page will be

Sunset in 2021

Page 32: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Timeline for Online 247 Products

Anxious for your staff to be ready for the new It’s Me 247?

Then be first in line for the Mobile 5.0 upgrade!

Dec2020

Jan2021

Feb2021

Mar2021

Apr2021

May2021

Jun2021

Jul2021

Aug2021

Sep2021

Oct2021

Nov2021

Dec2021

Jan2021

Mobile 5 CU Staff Betas

Release of new It’s Me 247

Verifying 70+ Features(Shared Web Modules)

Page 33: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

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Questions??Feel free to reach out to me with [email protected]

Want to See if for Yourself?

Download the CEO Strategies Mobile App and Test Drive these Prototypes Now!

Search “cu answers” to easily locate in the Android or iOS

Store

Page 34: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

Expect CU*Answers to be a valuable partner in creating the future that this generation of members is expecting from credit union technologyGo to work selling that future to your team, your boards, and ultimately

your members Remember both your team and your members are developing the

same expectations for tech – you are a partner in the manufacturing approach

See the potential for your own authored approaches to mobile and even OLB in the future Decide on how you are going to push your point of view forward

to your community

From a CEO’s Perspective

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WHAT SHOULD A CREDIT CEO TAKE AWAY FROM ALL OF THIS?

Page 35: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

Conclusion

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Page 36: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

Get ready to campaign new solutions in 2021 Consider approaches that will allow you to campaign evolving

new versions of Mobile and OLB for years to comeMake the jump in your retailing Understand that the computer is now your order taker You need to develop your people into the higher functions of

developing opportunities and negotiating value with your members

Conclusion

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It will take time and talent...get started in 2021

Page 37: WHAT CEOS NEED TO KNOW ABOUTWHAT CEOS NEED TO KNOW ABOUT The Mobile First Revolution Webinar #4 Thursday, 11/12/2020. 9:00am-10:30am. STUDIO B GUEST: Ken Vaughn

Thank you!

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