News & Events

Keep up with ChannelNet’s latest going on.

Personalization

Digital Personalization Improves Accountholders Financial Well-Being and Loyalty to Financial Institution

May 11, 2023 — In today’s turbulent economic conditions, accountholders need financial institutions to provide broader money management support that improves their financial well-being, using technology to understand each accountholder’s financial situation and assist them in stabilizing their finances and boosting their financial health. Personalization for financial institutions is now table stakes in delivering personalized product offers, embedded data insights and education that boosts conversion rates.

Building Loyalty

Financial Institutions Generational Segments and How to Communicate and Build Relationships

May 4, 2023 — One size does not fit them all across generations. If financial institutions want to build a broad base of engaged and loyal accountholders, they must embrace individualized experiences. But first, they must understand how different generational segments approach financial services concerning money management, so they can deliver the content for products and services that will appeal to their varied expectations. The best financial institutions in 2023 and beyond will be defined by how well they have built relationships.

AI-Personalization

Using AI-Driven Personalization Technology Auto Link and ChannelNet Partners to Help FIs Close More Vehicle Loans Faster

February 24, 2023 — Consumers are demanding fast and easy-to-access digital solutions from trusted financial institutions when it comes time to purchase a vehicle. Auto Link partnering with ChannelNet represents a perfect integration using AI-Personalization to seamlessly help drive the digital conversation and transaction to close more vehicle loans faster.

Digital Experience

ChannelNet with Tropical FCU Deliver Personalized Member Experiences

January 6, 2023 — Digital personalization is something credit unions should be paying attention to because we're not going back." read the Fintech News article about how Tropical Financial CU took on the challenges of digital to deliver personalization. The article walks you through TFCU's journey and how they provide a data-driven member experience using the OneClick Financial platform.

Strategy

Learn about Critical Onboarding & Cross-Selling Strategies for Creating a Financial Digital Relationship from the Financial Brand Forum

November 28, 2022 — Unable to attend the Financial Brand Forum in mid-November to learn strategies from Paula Tompkins. No problem: below, you can view a pdf of the presentation or use the contact us form. We’d enjoy talking more in-depth about how to help you maximize your digital relationship to grow share-of-wallet.

Technology

Tropical Financial Credit Union Integrates ChannelNet’ s OneClick Financial Personal Experiences in NCR’s Online and Mobile Banking

November 15, 2022 — TFCU wanted to provide each member with contextually rich and relevant personal experiences and expand the channels through which they can learn more about the products and services that TFCU offers. Through a Single Sign On (SSO) integration with TFCU’s partner NCR, the OneClick FinancialTM Personal Page is now available in TFCU’s mobile app and online banking.

Ad hoc Campaign

Tropical Financial Credit Union Hurricane Ian Relief Campaign Delivers a 91% Open Rate & a 39.2% Engagement

October 31, 2022 — TFCU needed a swift response after hurricane Ian had passed to aid members with relief programs. Tropical has over 77,000 members, but Ian impacted fewer than 4%. Because speed is critical to get assistance to people; TFCU requires a highly targeted campaign to reach those affected quickly. Utilizing ChannelNet's OneClick FinancialTM digital engagement platform, together we promptly delivered a personalized campaign to specific areas hit hard in South Florida.

Speaking

Paula Tompkins CEO of ChannelNet is speaking at the Financial Brand Forum

November 4, 2022 — The digital ecosystem is continuing to evolve at a rapid pace, and it’s critical now more than ever for financial institutions to transform so they can have more effective digital conversations with their accountholders.

Partnership

ChannelNet and Analytic Marketing Partner to Deliver Next Gen Digital Personalization for the Financial Services Industry

November 1, 2022 — ChannelNet has entered a strategic partnership with Analytic Marketing, LLC to append financial behavioral data on every accountholder along with personas, segmentation, and propensity scores, to help paint a complete household picture based upon a full financial profile. This enables ChannelNet to deliver contextually rich and relevant experiences for each individual accountholder.

Partnerships

Equifax has recently partnered with ChannelNet to enhance the Credit Union member experience

October 21, 2022 — With the recent integration of consumer credit data from Equifax, ChannelNet’s platform can now also enable credit unions to deliver real-time, pre-approved offers of credit directly to consumers as they interact with the organization’s digital channels. Offers might include a credit card, auto loan, HELOC, mortgage, personal loan, or other credit service. With the integration, credit unions can easily access up- to-date credit attributes.

Partnership

ChannelNet integrates with Jack Henry and brings the Digital Ecosystem a Data-driven Personal Experience

October 18, 2022 — In a growing competitive financial market with new digital-only options personalization at scale will be the crucial factor driving future growth. Leveraging access to Jack Henry’s API, design, and authenticated frameworks has enabled ChannelNet to directly integrate a SaaS personal engagement platform into the Banno digital banking platform to provide a seamless banking experience.

Event

Paula Tompkins, Tech Entrepreneur & Inventor celebrates the founding of ChannelNet 37 years ago.

July 12, 2022 — In 1985, Tompkins founded The SoftAd Group, utilizing her technological expertise, Paula led the company’s creation of thousands of multichannel marketing and digital sales solutions for large Fortune 500 enterprises. She holds two U.S. patents for ChannelNet’s SiteBuilder software technology which is extremely flexible and scalable as a digital platform.

Webinar

Creating Data Success — A 3-part education series to help you achieve it!

February 22, 2022 — Data has been called one of the single most important organizational assets. Fortunately for credit unions, there is an abundance, but this also is the biggest challenge. Where do you start? This webinar will show you not only where to start but give you the knowledge and tools to create your data success. Two industry leaders, ChannelNet and THRIVE, have teamed up to present this educational series in three (1 hour) webinars.

Speaking

NCUMA Annual Convention in Hawaii

November 10, 2021 — Paula will provide NCUMA Board Members and Executives with a digital framework on two subjects she has learned over 3 decades of experience transitioning financial institutions to digital. How to Drive an Accountable Sales Culture and Adopting Agile Business Practices. She hopes to see you at the conference and speak with you.

Speaking

ChannelNet CEO will be Speaking and an Exhibitor at the MAXX-NWCUA Annual Convention October 5-7

September 27, 2021 — ChannelNet is delighted to exhibit at MAXX, NWCUA Annual Convention at the Boise Centre, Idaho, where our CEO Paula Tompkins will also be speaking. The conference will be an in-person event with an army of credit union advocates working together to provide value and a better financial choice.

Event

Proud Sponsor and Exhibitor at Corelation’s 10th Annual Client Conference

September 21, 2021 — ChannelNet has been a long-time Corelation partner, serving the digital engagement needs of credit unions. The Corelation conference is a great opportunity to share our OneClick Financial platform and demonstrate how we can help deepen personal relationships and engagement with credit union members.

Partnership

ChannelNet Partners with Coconut Software

September 8, 2021 — The ChannelNet and Coconut Software partnership adds yet another valuable tool into OneClick’s powerful omnichannel marketing toolkit. OneClick extends financial brands abilities to craft personal and convenient experiences for members and customers by making it easier to drive leads and schedule appointments with the experts that can help accountholders with their varied financial decisions.