CU2.0 Podcast Episode 124 John Findlay on Digital Academy’s Tools for Getting Employees, Members Ready for Digital Banking
by Robert McGarvey
A dirty secret inside credit unions is that many frontline workers – and very possibly most senior staff – just do not use their institution’s digital banking tools. Why bother when you work in a branch? Just walk up to a teller and, whoosh, task handled.
And then along comes a pandemic that closes many branches, and makes many members and employees leery of setting foot in the open ones, and suddenly there is a stampede to adopt digital. A couple problems however. A lot of the institution’s staff cannot adequately explain how to use the tools because of their own lack of familiarity and a lot of the members who are newly adopting digital are starting at ground zero and genuinely need help.
Enter John Findlay’s Digital Academy, a SaaS (software as a service) tool that aims to solve both problems for credit unions.
Better still: right now there is a 90 day free trial because, says Findlay, the company wanted to do its part in helping financial institutions and their members and customers meet the challenges posed by the Covid-19 pandemic.
What Digital Academy gives financial institutions is an automated way to create an instructional walkthrough that can be used by members and employees alike. How easy is it to create this? Often an institution can create a walkthrough for, say, Mobile Remote Deposit Capture in perhaps a half hour, says Findlay.
How can it be that easy? Remember, it’s automated. Basically the credit union grabs perhaps a half dozen screen shots. How simple is that?
The cost? Findlay says the company’s tool kit is available for a fee correlated to asset size. An institution in the $100 million range might pay around $15,000 annually. An institution with $1 billion in assets might pay $100,000 annually.
He stresses that significant staff technical expertise is not required to create an instructional walkthrough. The aim of the tools is to democratize the creation of learning tools.
You wish you already had it? Remember that 90 day free trial…and, says Findlay, so far every institution that has taken the trial has chosen to sign on as a customer.
Hear the podcast to find out why Findlay developed the Digital Academy tools and more details about exactly how easy they are to use.
In the podcast there is mention of a CUBroadcast show – here’s the link.
There’s also mention of a podcast about the CU2.0 Mastermind group – link here.
Get your FREE ticket to the December 9th CU2.0 Fintech Mastermind Presents Showcase Day 2020. This is the first of its kind event where CU 2.0 has brought together the industries’ top leaders form well known Credit Unions and paired them up with top Fintech experts in one place! Our subject matter expert will help you and your organization tackle the top issues we face today with unique master classes, tailored for folks just like you.
Get your ticket at Eventbrite. Click here.
Read up to learn more about Mastermind groups here in this CU2.0 blog post.
Hear the first CU2.0 Mastermind podcast here. In this episode Kirk Drake and Dr. Patty Ann Tublin, who facilitates the CU2.0 Mastermind groups, talk about why and how Mastermind groups work and who will benefit from them.
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Find out more about CU2.0 and the digital transformation of credit unions here. It’s a journey every credit union needs to take. Pronto