Collaborative Banking

Video Banking provides a new communication channel to enhance your portfolio of remote-based service solutions. We deliver cutting-edge solutions that are designed to grow with financial institutions of any size.

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Collaborate, Market, Service Better...

Streamline support, increase membership and loan income by incorporating the following solutions into your member channels. Use smart links to communicate with qualified prospects via your online promos.

The Virtual Lobby

Allow members to queue inside a Virtual Lobby for on-demand, non-scheduled meetings. With our digital door key, your financial insitution is free to customize Virtual Lobby Hours to fit staff availability. Members are given a real-time queue status to let them have an idea of the waiting line. Access the meeting from within mobile or desktop environments with text alerts.

Schedule Meetings

Allow members to schedule meetings at their convenience. It's fast and easy. They choose a meeting type (i.e., Loan Services), select a date/time that fits their schedule, and finish with a brief note about what they would like to discuss. The appointment request is matched with an appropriate staff representative and confirmed via email and text messages.

Instant Workspaces

Instant Workspaces allow MSRs to convert a traditional phone discussion into a full feature collaboration environment. While in the workspace, have face-to-face conversations, share screens, review applications, or verify a new member’s documentation. Efficiently close out loan applications or open new accounts with built-in ID capture and electronic signatures!

Remote Associate Center

Our Associate Center insures you have flexible backup support for staff sick days, vacation leave, or normal daily breaks. Incorporate this low-touch solution into any branch location and allow members to receive assistance, no matter which service representatives are on premises. Minimize expenses with specialized services delivered exclusively via the Associate Center!

Lobby Representative

Dedicated Lobby Assistance at each of your locations may be cost prohibitive. With our Lobby Representative Kiosk, members and guests can still receive that same face-to-face support. Virtual Associates can immediately answer questions or direct guests. At minimally staffed locations, expand the Kiosk's functionality to provide more detailed interactions or process transactions.

Smart Links

Easily engage your Marketing and Support teams with using smart links! Connect new member or loan promos with video banking options for instant prospect handling. Add smart links beside any member form or online application to effectively provide assistance via the Virtual Lobby or Appointment Scheduling.

Face to Face Banking - Wherever You Are...

Members expect greater flexibility from their financial institution, especially since many have become accustomed to at-home services. Video Banking allows you to provide full support no matter where your member is located! Accept new memberships with visual confirmation of photo ID. Complete loan applications with integrated e-signatures. Qualify new prospects with direct availability from online promos.

Click on the image below for a video overview of our scheduling solution.

CUconnections products are delivered via Amazon, IBM, and Zoom Cloud Services, requiring no infrastructure changes for connectivity. Our solutions are designed to easily embed within your existing Core infrastructure, allowing for a simplified integration. Future updates, software changes, and enhancements are all easily available with minimal to no interruption to daily use.Use of the Zoom SDK and API allow us to provide the most cost-effective video solutions in the workplace. Over 300 million users each day access Zoom's infrastructure creating industry leading scale of operations and cost benefits.

About Us...

CUconnections is a division of CBS, Inc. with focus on development of web and mobile applications incorporating open CUFX standards. Our applications are designed to integrate with the latest technologies and social media frameworks. Core integrations work seamlessly without the need for costly customized interfaces. Just add our solution links and go!Our parent company has over forty years of experience in the financial services space and provides us access to a wide range of corporate partnerships, including service integrations with IBM, Apple, Amazon, and Google.