United Solutions has recognized the growing digital era. With this recognition we have created OnCore Suite. OnCore Suite integrates with XP2 and DataSafe. OnCore Suite consists of five different modules for credit unions to improve their operations.
Business Intelligence Reports:
Access your USC Business Intelligence reports at the click of a button. Utilize the data to analyze your credit union operations and apply it within our other modules.
Forms:
Use OnCore Forms to create your member and loan documents without the hassle of double entry. Pull data directly from the core to prepopulate your documents. Use one of three signing options and export seamlessly to your optical solution. Learn more about Forms features here.
Chat Functionality:
Use the Chat feature to have secure conversations with your staff. Quickly get the answers you need with a simple message, instead of bogging down your email.
Member Relationship Management:
Track your member engagements using interactions and opportunities. Whether it’s member touch points or cross-sell opportunities, see your metrics on the entire credit union.
Surge:
Send targeted marketing campaigns via text or email simply and quickly. The built-in query pulls directly from your core, so you use the most current information with no hassle.
Receipts:
OnCore Receipts utilizes an iPad kiosk to allow your member to view their receipt, and sign, if required.
In addition...
- Members choose to get their signed receipt via text, email or printed
- Display important information and marketing messages on the tablet
- Integrates with your core processor and receipt printer
- Encourage members to provide their feedback
- Custom configuration for your teller line, drive-through, and back office
- Instantly archive receipts with signatures
- Search archived receipts by member name, account number, date, amount and more
General Ledger Balancing:
OnCore Balancing helps you balance Core Share, Certificate and Loan Accounts with General Ledger
in less than 4 minutes and for just $3.33 a day.
OnCore Balancing electronically reads the reports you would normally use to perform the balancing function manually, and in minutes creates a summary of the information with an indicator showing if the accounts are in balance.
- The final Balancing Report, and the input reports, are saved in History for future reference or during audit.
- By reading the reports electronically instead of entering the information manually, data entry errors are totally eliminated.
- OnCore Balancing may be used by operational personnel with results available for management and accounting.
- Application may be run daily instead of weekly or monthly - highlighting any anomalies quickly where they may be more easily resolved.
- All of the information including the reports used in the balancing process are available in one location.
- If the accounts are not in balance, corrections can be made and the reports run again.