th St. SE, Grand Rapids, MI (866) store.xtendcu.com xtendcu.com

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1 th St. SE, Grand Rapids, MI (866) store.xtendcu.com xtendcu.com

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3 TABLE OF CONTENTS SRS Bookkeeping 4 Specialized Lending Support Services 4 Xtension Contact Center Services 5 Web Chat 5 Communications 6 Partner Support Services 8 Professional Services 9 PRICING PHILOSOPHY PRICING IS A TRICKY BUSINESS we approach it from several different perspectives. For Xtend it s simple: we take on the perspective of a manufacturer of value whose ultimate 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 continued ability to innovate, carry forward as an ongoing concern, and ultimately, add to the collective capital of the credit union system. This Pricing Guide is a snapshot in time and subject to periodic updates. To fully understand each service and the value provided to our clients, please contact our team at (866) Pricing Guide 3

4 SRS BACK-OFFICE BOOKKEEPING SRS Bookkeeping Base Service Daily Share Draft, ACH, and ATM reconciliation, settlement, and exception reporting. SRS Stand-In Support Short-term back-office support for holidays, vacations and staffing shortages. SRS a la Carte Customized daily/weekly/monthly back office support services. SRS 5300 Call Report Services Configuration of 5300 in CU*BASE and assistance with 1st quarterly upload; assistance with subsequent quarters optional. SRS 5300 Call Report Services Stand-In Short-term back-office support for your 5300 Call Report needs for holidays, vacations and staffing shortages. CU*BASE Conversion Support SRS Bookkeeping service for up to 90 days for new CU*BASE conversions. EFT Plastic Support SRS Bookkeeping support with plastic-related projects, research and network issues. De-conversion Support Training and support for contracted SRS clients to bring daily bookkeeping processes in house. SPECIALIZED LENDING SUPPORT SERVICES (IN PARTNERSHIP WITH LENDER*VP) Investor Reporting & Escrow Administration Reconciliation, escrow analysis and payment, agency reporting for Fannie Mae, Freddie Mac and FHLB portfolio d loans. Portfolio Conversion Project management for conversion of portfolio from 3rd party service to CU*BASE. Investor Reporting Standard Participation Monthly settlement of standard-participated loan portfolios. one time charges $ $ $ $ $2, $ $2, $4, on-going fees $125 - $400/week $30/month $50/day for Basic $65/day for Custom $250 - $500/quarter $400/quarter Pricing Guide 4

5 XTENSION CONTACT CENTER Branch XT Inbound member service provided during Xtension business hours, including returned voic calls to members. Call coverage includes but is not limited to: OVERFLOW CALLS AFTER HOUR CALLS FULLY ENGAGED INBOUND CALL CENTER Member Experience Outbound Calls Over 13 different targeted audiences, reaching out to members via outbound calls. Audiences based on pre-defined schedule of activities. Member Experience Self Service ME Self Service is a powerful tool that saves you time in data mining information for outbound call campaigns, while still allowing your team to reach out to members. You simply need to supply us with the scope of the campaign, and we will do the work of creating the call lists on time every week. Ready-Made Call Campaigns Choose from pre-defined topics, audiences and scripts while Xtend outbound campaign special lists drive member products/services. XT Direct (powered by Retailer Direct) Inbound loan lead hotline where Xtension agents begin the application process by feeding apps directly to your CU*BASE loan pipeline. *Normal per call inbound fees apply. CU*BASE Conversion Support INBOUND MEMBER SUPPORT Post-conversion to CU*BASE PRECONVERSION OUTBOUND MEMBER CONTACT Client provided call/ lists Xtension Disaster Recovery Support Inbound member service designed to provide the best possible support effort during significant branch outages. one time charges $250 $250 $250 $500 $1500 $300 $250 set-up $3,500/declaration on-going fees $75/month $2.75/call $75/month for the first 6; $25/month for each additional target audience $2.50/call $75/month Starts at $25/month $2.50/loan lead $5/booked loan $2.50/call $45/month retainer $4/per call $1,500 premium if > 5 days Web Chat Web chat 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 $50/month + $2.50/chat Pricing Guide 5

6 COMMUNICATIONS Member Reach Base Service Targeted electronic messages to members based on a pre-defined schedule of activities. Also includes the benefit of einfo, Online Banking Community messaging services & monthly maintenance of your statement and e-statement messages. PLAIN TEXT - All Asset Sizes HTML - Under $30M in Assets HTML - Over $30M in Assets HTML estatement Notifications An innovative marketing option to reinforce your brand and your most current initiatives with interactive estatement notifications. enewsletter Service Publication of monthly online enewsletter. Delivered to members via through our partnership with I Make News, Inc.; Content managed by Xtend with option to include custom content each month. einfo 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. 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. Custom Member Contact Messages Customized electronic messages to members based on a defined target audience; includes data mining and execution. *Campaign analysis available upon request. RevGen Campaigns Your Way Bundled campaign solution, offering four or more campaigns per year with two packages to choose from. Utilize our multi-channel campaign solution, including emarketing and Outbound calls directly to targeted members, to increase loan portfolios, savings dollars, and more! 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. one time charges $400 all sizes $100 $300 $100 epackage: $800 charged annually Full Service Program: $1,250 charged annually $250 Licensing Fee on-going fees Monthly charges vary per asset size and type (plain vs. HTML). See below: $125/month (no per ) $175/month + $0.02/ $300/month + $0.02/ $50.0/month + $0.05/ Starting at $250 $100/month $50/month $0.02/ Per / call fees may apply and are quoted at time of agreement. $125/month for 1st line $100/month for each additional line Pricing Guide 6

7 COMMUNICATIONS Losing the Love Electronic member retention program focused on identifying members who show decreased activity with the CU & offer insight as to why. one time charges $250 on-going fees $200/month + $0.02/ LEAD GENERATION & DATA ANALYTICS OLLE Online Loan Lead Engine OLLE is designed to help your financial institution conduct contests, operate within the rules of the major social media platforms & gather priceless information about followers and contestants. Xtend Data Analytics Analyze marketing efforts & insights from the data made available with Xtend Data Analytics. Whether it s simply creating a member contact list, studying member habits, or enhancing campaigns, our Marketing & Business Intelligence Analyst can offer a solution. CUSTOM DESIGN Custom Graphic Design Our in-house graphic designer is available to create print and digital designs for your credit union. Branded content is available at an hourly rate for your campaigns or other marketing needs. Offer includes one, single round of free revisions. Potential set-up fees may apply. Contact us for a quote. $2500/year $75/hour Pricing Guide 7

8 PARTNER SUPPORT SERVICES Cooperative Liquidity Exchange Web-based repository of investment opportunities with credit unions and CUSO partners: CD, Loan Participations, etc. Xtend Shared Branching Annual support fee for marketing and oversight of the CU*BASE shared branching network consortium as determined by peer-elected Advisory Council * Any programmatical changes requested by the credit union will be charged directly to the requesting credit union. An example of this would include a credit union name change one time charges $200/posting $300 on-going fees $300/year Xtension Contact Unlimited Customized inbound and outbound call center services for CUSOs and other companies serving the credit union industry 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 Digital Signage (Powered by Revel TV) Digital signage content creation and delivery through cloud-based managed solution Signage hardware and Installation Channel Valet Debit Rewards (Powered by Buzz Points) Creative member rewards program that drives increased debit card usage and local merchant relationships Starts at $100 Starts at $100 Starting at $150/month Pricing Guide 8

9 PROFESSIONAL SERVICES Board Planning Session Facilitation Xtend can help facilitate annual Board planning sessions and/or other strategic planning events 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. 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. one time charges Travel and Expenses Starting at: $600/day + T & E $1,000/day + T & E on-going fees CLIENT TESTIMONIALS I have always found the help that Xtend offers to our Credit Union to be beneficial. Their staff is professional, and delivers quality information to our members. They are always asking how they can improve to make the member experience better, and their communication is top notch. Scott Husen, Frankenmuth Credit Union Xtend management is knowledgeable and an absolute pleasure to work with. Their team leaders are very responsive and open to feedback, and do a good job coaching their staff. Using Xtend as an overflow call center helps us staff more intelligently, knowing we can use them during peak volume times so as to keep our members happy, yet not have to overstaff for unforeseen high volume days in our call center. Jon Weirauch, Frankenmuth Credit Union Our experience with Xtend has been absolutely amazing: the team works hard to make sure we accomplish our organizational goals. They have also helped us reach our target audience and track results. The team freely offers their best practice knowledge to us. We strongly recommend using Xtend s member reach services. Alex, Community West Credit Union Pricing Guide 9

10 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 CONNECT DELIVERING ON TARGET, ON TIME COLLABORATE VESTING IN MUTUAL SUCCESS EXECUTE GUARANTEEING THE DIFFERENCE Pricing Guide 10

11 XTEND BOARD OF DIRECTORS XTEND MANAGEMENT TEAM LIZ WINNINGER CEO JALYN LINDEMAN Manager of Communications DANIELLE O CONNOR Back-Office Bookkeeping Manager MATT VANDEWATER Contact Center Manager Pricing Guide 11

12 th St. SE, Grand Rapids, MI (866) store.xtendcu.com xtendcu.com