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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 & Conditions
Integrations
Integration Capabilities & Partners
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 & Next Steps
Managing Your Program
Resources for Operations Team
Money Movement Overview
Depositing Funds
Wire Operations
Setting EIA Target Balance
Interest Payment & Monthly Settlement
Using the Admin Portal
Admin User Roles & Permissions
Institution Settings
Automated Account & Depositor Creation
Add Transactions
Set Account Dividend Rates
Pricing Groups
Edit or Change an Account
Change a Depositor
Close an Account
Edit Target Balance
Account-Level Reciprocation
Resources for Member Facing Team
Positioning & Rates
Pricing Structures
Member Education & Marketing Materials
Marketing & Activation
Member Materials
Custom Marketing Materials & 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
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