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Introduction to ModernFi

  • Welcome to the ModernFi CUSO Resource Center!
  • What is ModernFi CUSO?
  • What is a deposit network?
  • What is an Extended Insurance Account?
  • How do Extended Insurance Accounts work?
  • How do my members benefit?
  • How does my credit union benefit?
  • What rate do I pay and/or earn in the network?

Onboarding and Training

  • Program Onboarding
    • Onboarding Overview
    • Program Omnibus Account
    • Program Terms and Conditions
    • Integrations
      • Integration Capabilities and Partners
      • Q2 Onboarding Process
      • Copy of Q2 Onboarding Process
      • SFTP Configuration Guide
  • Front-Line Staff Resources
    • Product Overview
      • Value Propositions
    • Identifying Member Opportunities
      • Prospect Finder
      • Existing Members Analysis
      • ModernFi’s Activation & Growth Tracker
      • Member Conversation Support
      • Sales Cues
      • Discovery Questions
    • Member-Facing Materials
    • Outreach Materials: Email & Talk Tracks
      • Email Copy & Cadence
      • Phone Call Talk Track
    • Conversion
    • Recap and Next Steps

Managing Your Program

  • Resources for Operations Team
    • Money Movement Overview
      • Depositing Funds
      • Wire Operations
      • Setting EIA Target Balance
      • Interest Payment and Monthly Settlement
    • Using the Admin Portal
      • Admin User Roles & Permissions
      • Institution Settings
      • Automated Account and Depositor Creation
      • Add transactions
      • Set account dividend rates
      • Pricing Groups
      • Change an account
      • Change a Depositor
      • Close an account
      • Request New Target Balance
  • Resources for Member Facing Team
    • Positioning and Rates
      • Pricing Structures
    • Member Education and Marketing Materials
      • Marketing and Activation
      • Member Materials
      • Custom marketing materials and assets

Member Experience

  • Using the Member Portal
    • Member Portal Overview
    • Withdrawing Funds
    • Request Account Changes

Reporting and Documentation

  • Daily Program Report
  • Accounting for the Program
  • End of Month Settlement Report
  • Monthly Account Statement
  • Annual 1099-INT Tax Forms

Community Discussion Board

  • Join the conversation
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Member-Facing Materials

To equip you with tools in member conversations, ModernFi provides marketing support every step of the way. These resources can be explored in the Member Education and Marketing tab.


Updated 3 months ago


Discovery Questions
Outreach Materials: Email & Talk Tracks