No - in fact, with the new mobile first design and module infrastructure, the same product will be presented to members on any device - phone, tablet, or desktop! The screen size will automatically determine how items are displayed, for the optimum user experience on any size device.

Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat  More...

We will not be converting any existing members who have only the See feature activated so that they automatically allow Jump for those relationships, but you can make those adjustments yourself as members request that access be reinstated. Use Tool #14 Member Personal Banker then choose See/Jump Relationships . Since we are still considering how to introduce a different type of See functionality in the future, at this point we will not be removing the existing settings from the configurat  More...

Yes! Here's a list of just a few of them: Stuff members will love: Favorite accounts - Which accounts they want to see front and center when they log in. Favorite features - Features they want to see along with their favorite accounts, like quick transfer, eStatements, and bill pay. Member messaging - Neat little scrolling ads that pop up to alert members about messages they've received, documents ready for eSignature, password change reminders, and 1Click offers. And our favorite new   More...

Access to personal information and other settings are now available by clicking the new profile button in the upper-right corner of the screen. These are the features included here: Message Center eAlert Subscriptions Personal Information (address, phone, email) Contact Preferences Change Username Change Password Change Security Questions Login History Password Change History

We'll be showing those in the new member messages area, which appear immediately above the member's Favorite Accounts list on the home page. See the related link below for samples of those messages.

We're referring to the Leave message for member via Audio Online Banking feature via Tool #70 Enter General Member Comments/Messages . If you use Comment type 7 and choose message code 99 (the free-form text message), your custom message will be delivered to the Secure Message Center. We do not warrant using any of the standard message codes also available via that tool to communicate via It's Me 247 . (Those still work for audio response, of course.) Always be sure to choose code 99  More...

No. Member-specific color themes and picture albums were not included in the first phase of our new look project. However, members can personalize the site using the Favorite Accounts and Favorite Features settings on the main page (click the little gear icon next to each). They can also upload a personalized image to appear in the Profile menu (upper-right corner of the screen). Also, your credit union will have nearly unlimited ability to customize the standard colors, layout, graphical ad  More...

Yes! Click the new Profile button in the upper-right corner and choose Switch accounts. Hint: Upload a unique profile picture to each of your memberships, so that once you have jumped to another account the image that shows for the Profile button gives you a clear view of where you are. Use the Personal Info Settings feature on the profile menu, then click the little camera button that appears next to the placeholder image at the top of the page.

This feature has been temporarily sunset in the new look for It's Me 247 , based on the difficulty of presenting the data in a clear way within the constraints of a mobile phone screen size. Mobile first design means we must have a way to display the information in the smallest format first, then expand for the larger formats. Previously the See feature was only available in desktop online banking, not mobile web, because of how difficult it was to show the accounts while still making it c  More...

Here's a list of some of the things your credit unions can customize: Colors Branding Background and button colors Logo image (yours, or It's Me 247 ) Login page logo, background image and colors Background image for the member profile page Marketing Clickable banner ads across the top of the home page, feature module pages, and other locations throughout the application Content on the Find a Branch page Content on the Assist (FAQ) page Links to social media sites, your website, and ot  More...

No, you can still see a list of all accounts in the Full Account Summary, including a column for due dates in the Loans section. (Tip: Sub-totals under each section were also added as of 11/9/2021.) Remember that the home page is just a list of favorite accounts, not the full account summary, which is why it’s not separated into categories and doesn't include as much info (like loan due dates). If you scroll to the end of that list and click the Full Account Summary link, you get the  More...

The member messaging feature gathers prompts such as password reminders, secure message center notifications, and the like into a centralized member communication tool. These appear as a swipe-able banner immediately above the member's Favorite Accounts list on the home page. If no messages are waiting for the member, that area will disappear and Favorite Accounts will move up to fill in that space. These are the types of things that will be communicated via this message area: ACH pending  More...

If there is an offer waiting for the member, it will be displayed in the Member Message banner along the top of the home page. It will also be available from the ... pop-out menu when the member clicks on the certificate account, or by using the Options button in the Account Summary list.

There's a module for that, too! Those will appear by choosing Helpful Links from the Member Services menu. These are still configured in CU*BASE using Tool Tool #569: Online/Mobile/Text Banking VMS Config .

Mobile First means… starting with the smallest canvas you support (a phone) and designing an experience for that, instead of working from large (desktop) to small (phone), with all of the compromises that entails. In other words, we design in It’s Me 247 mobile banking first and then decide how those feature work in desktop banking. Mobile First means… a unified look, feel and navigation for desktop, mobile web, and mobile app banking. Mobile first means making tools that lo  More...

This is one of the trade-offs of our underlying module architecture. Modules let us create completely self-contained features -- skip-a-pay is just one example -- that can then be linked to from anywhere else in the application. You might want to promote something via a banner add, or put it on your feature of the week menu, or even add a link from the master menu. But in order for that to work, the module must be able to function even if it's not coming from a list of loan accounts. We ca  More...

These are now listed automatically at the top of the account details page, above the actual posted transactions. So from the home page, just click the account you want and choose Account Details.

Well, it's a little of both, actually. If you activate something that’s optional in CU*BASE but there is not a corresponding link to that from somewhere in your master navigation, then members won’t be able to get to it. As an example, take the overdraft services feature, where members can change their Reg E opt in/out choice online. If you do not have a link to this in online banking from either the mega menu, on a clickable ad, or on a widget bar, then even if you activate i  More...

This is now incorporated into the Account Details (transaction history) feature in the new look for It's Me 247 . At the top of that page there is a new search transactions box where you can enter a check # (or part of a transaction description, or an amount, etc.), and once you've located the item if there is an associated check image you can click the button to view the image.

Either way! Tools are available for credit unions to customize the new look for It's Me 247 , via our CU Publisher suite of self-service products. This suite also includes the popular Mobile Manager where members can manage our It's Me 247 mobile app. But don't worry, if you're not a DIY-er, you can contact the IRSC for assistance any time, too.

Yes! There are a couple of ways we will be getting the member's attention: At the top of the member's main page we'll present a new message banner indicating they have messages waiting to be read. The member can click View or Dismiss: Also, when the member clicks the Profile button in the upper-right corner of the screen, a circled red number will indicate how many messages are waiting to be read in the Secure Message Center:

You just need to click on the transaction in the list to expand and see all the details on that transaction, including resulting balance, transaction type, and more. For a loan payment, that page will also show the amounts that went toward principal and interest for that payment transaction.

Yes! A member can upload any image they like to appear in that spot, in place of the generic placeholder that appears there automatically. To change the image, click the Profile button and choose Personal Info Settings, then click the little camera button that appears next to the placeholder image at the top of the page. Then just choose an image. No one will be able to see that image except for the member. If the member has more than one membership, each can have its own profile image.

Yes! This is an exciting enhancement made possible by the new mobile first design. There is now a full-featured search tool incorporated into the Account Details (transaction history) feature in the new look for It's Me 247 . At the top of that page there is a new search transactions box where you can enter an amount, part of the transaction description, a check #, or any other text that appears in the transaction list to find all matching items. For more specific search, you can use th  More...