Pinnacle’s turnkey solution helps institutions provide a valued customer service, meet overdraft regulatory guidelines, and, equally important, helps ensure that consumers receive a consistent and accurate message.
Our Financial Education Solution includes:
- A 45-minute online tutorial on checking account management titled the "Checking Navigator"
- Hosting of your customized program
- Complete tracking and reporting capability
- Hard copy version of the online course
- Customer outreach "Guide book"
- Excessive user communication template
Checking Navigator Overview:
- A comprehensive, interactive, educational, and entertaining .net application
- Each of two sections in the program includes a “quiz” to confirm and reinforce the main educational components.
- Customized for your institution
- Your logo and institution name
- 15 - 20 seed slides feature your specific information, i.e. number of ATM locations, additional products and services, etc.
- Your customers access the program on their own computer from your website’s homepage or a provided link.
Tracking and Reporting Capabilities:
- Log-in and password access database is completely secure and confidential.
- Your customer’s name, address, and email address is captured in the database and can be exported to applications.
- All activity, including completion of the program, is tracked and maintained in the database.
- System can notify designated person(s) each time a customer logs on and/or completes the course.