Jump to Content
ModernFi Resource Center
HomeGuidesDiscussions
Portal LoginInsightsContact UsModernFi Resource Center
Guides
Portal LoginInsightsContact Us
HomeGuidesDiscussions
All
Pages
Start typing to search…

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?

Managing your program

  • Onboarding and Program Setup
    • Watch this First: Onboarding Overview
    • How long does onboarding take?
    • Mutual Success Plan
    • Program Omnibus Account
    • Training and Support
    • Program Terms and Conditions
  • Operations and Workflows
    • Money Movement Overview
    • Wire Operations
    • Interest Payment and Monthly Settlement
    • Accounting for the Program
    • Setting EIA Target Balance
  • Using the Admin Portal
    • Getting Started
      • Accessing the Admin Portal
      • Navigation and Layout
      • Viewing Program Data
      • Institution Settings
    • Managing Your Sweep Program
      • Automated Account Creation
      • Adding multiple accounts (bulk upload)
      • Adding a transaction
      • Adding multiple transactions (bulk upload)
      • Setting account dividend rates
      • Setting floating dividend rates
      • Setting tiered dividend rates
      • Change an account
      • Close an account
      • Data Tables: Sweep Program
    • Managing Your Receive Program
      • Request New Target Balance
      • Receiving funds without a low-income designation
      • Data Tables: Receive Program
  • Integrations
    • Integration Capabilities and Partners
    • Q2 Onboarding Process
    • SFTP Configuration Guide
  • Positioning and Rates
    • Deposit Growth Levers
    • Value Proposition
    • Pricing Structures
    • Insights from Peers

Member Experience

  • Using the Member Portal
    • Accessing the Member Portal
    • Depositing Funds
    • Withdrawing Funds
    • Member Support
  • Member Education and Marketing Materials
    • Marketing and Activation
    • Member Materials
    • Custom marketing materials and assets
  • 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

Reporting and Documentation

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

Additional Products

  • Prospect Finder

Community Discussion Board

  • Join the conversation
Powered by 

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 19 days ago


Discovery Questions
Outreach Materials: Email & Talk Tracks