We receive a lot of calls where we discuss with credit unions the ins and outs of electronically sending documents to its members to sign. At ESP, we like DocuSign® – so much, in fact, that we use it here in our office.
We know there are several options in vendors out there and there are many good ones. So, the short answer to the question posed in this title is simple – choose what solutions work best for your needs. If you are still researching vendors, here is some food for thought:
- Are you looking to have documents signed by members? If so, get DocuSign®. It has become the industry standard for electronic contracts. The app is simply great. There is an extension for Chrome that provides useful functionality and the print driver works really well too. We’ve carefully examined other solutions, but we keep coming back to this one.
- Do you want to have loan documents signed remotely? Preparing and transmitting loan docs couldn’t be easier. First, create your loan docs in FORZA. Next, generate your loan docs, they will pop in as PDFs. Then choose to print them by selecting the “Print to DocuSign” as your printer and the documents will open up in DocuSign. You will then enter the member’s email and name, choose the signing order, place fields and send away. Both parties will receive originals for their records. It’s a pretty slick system.
As a member, it is convenient, it works and the UI is very pleasing. As a technology provider, we seek to integrate only those solutions that will add value to the end user. DocuSign® does just that. We suggest our clients implement it. Think of your members, I assure you they want electronic document signing.
To learn more about DocuSign® please check out their flyer Top 10 Reasons Why Financial Services Companies Choose DocuSign. As for sending and receiving documents securely, we have a great solution for that – Sync&Share. And at $9 a month, I will tell you that our solution for document sharing is the cat’s meow.
Chief Elbow Rubber @ ESP, Inc.
ESP had the pleasure to participate in Connections Credit Union’s Annual All-Staff Training. Approximately 60 staff members attended the training in Twin Falls, ID.
ESP Client Services staffers Christy Harmon and Lexi Szabo presented training in breakout sessions on Teller Processing and Loan Management. Course content included helpful tricks and tips to get the most out of ESP’s core processing platform, FORZA3™.
Lexi Szabo addresses questions at Connections Credit Union’s Annual All-Staff Training.
Szabo, a Client Services Representative, spends a majority of her time here in Spokane answering customer service calls for our clients. She connects frequently with our client credit unions via phone where she finds answers to their questions about the implementation of FORZA3™.
It’s great connecting to our clients! It’s nice for them to put a face to an ESP employee. – Lexi Szabo
As a part of this training, Connections CU also gave ESP vital feedback on its products and services. We will be efforting these new solutions in the near future for all of our credit union clients.
(L) ESP’s Matt Lefler relates the importance of computer science to Career Rodeo attendees.
ESP had the privilege to participate in the Cheney Public School Career Rodeo in Cheney, WA. The purpose of the Rodeo was to encourage K-12 students to explore careers and to raise awareness about the importance of college and career opportunities. Students toured Snowdon Elementary School and visited various businesses that demonstrated career opportunities in fields such as law enforcement, healthcare, and personal finance.
(Second from R) ESP’s Matt Lefler indicates the server to attendees of the Career Rodeo.
ESP’s presentation showed students the available careers in computer science. Careers highlighted were: software developer, system administrator, and IT security. To demonstrate the integration of application programming and information technology we created a local server and two workstations to play the wildly popular video game Minecraft.
[Minecraft] enable players to build constructions out of textured cubes in a 3D procedurally generated world. Other activities in the game include exploration, resource gathering, crafting, and combat. – Wikipedia
A student gets some time on ESP’s Minecraft configuration.
ESP’s swag for the Career Rodeo.
Many students stopped by our classroom to explore the possibility of pursuing a career in computing. Quite a few Minecraft fans made their way to our demonstration too. They were not only interested in getting some playing time but in learning about how important computer science is to building and supporting their favorite video game.
Swag was also part of our participation. We created custom decals promoting computer science based on the game with the slogan “dig deeper with computer science”. We also passed out our smiley face neoprene coasters.
We actually have a few decals left, if you are interested in putting one on these fun stickers on your favorite Pee Chee please drop us and email at firstname.lastname@example.org. More photos are available on our Flickr account.
ESP has a track record of retaining quality employees for long periods, Shelly Rogers is no exception. This March marks her thirteenth year in ESP’s Client Services department.
“What empowers me is when a project is completed and the client is overjoyed with the result.” – Shelly Rogers
Shelly’s duties as a Client Services Specialist include: training Client Services Representatives, running conversions, handling client requests, mapping forms, writing documentation and working with ESP’s Programming department to expedite client requests. Currently she is working on multiple core conversions.
“My goals are to make sure clients have a good experience and good relationship with ESP as a whole. At the end of the day they are happy with choosing us as their core processing partner.” – Shelly Rogers
In the future, Shelly looks forward to continuing to work with clients to provide solutions that will make their credit unions more efficient. She stated “It’s a pleasure knowing that credit unions trust me to get them what they need.”
This month Kyle Wolfley marks his eleventh year at ESP. Currently, Kyle works as Manager of Special Operations where he helps deploy new solutions to ESP clients and works with third-party vendors to bring new solutions to the FORZA3™ core processing platform.
In his role Kyle particularly likes working closely with clients to extend their cutting-edge services to their members.
“Everyday is a new day. I get to provide solutions to credit unions who might not know there is something out there. I also might be able to provide an easy way for them to deploy a new solution to benefit their members.” – Kyle Wolfley
In a former life, Kyle was a credit union teller here in Spokane, WA. At Spokane City Credit Union he did everything from running around and getting mail to dropping off data tapes at their core processor which just happened to be ESP.
Looking back on his tenure at ESP what he enjoys most is developing strong relationships with clients. He has had the opportunity to build bonds with many customers and relishes the time he gets to spend with them in person. Kyle takes immense pride in applying his experience and technical expertise in helping ESP clients.
“The little things can often make someone’s day. Often by showing our clients very simple workflow processes I can help take a bit of stress off of their plate. To be able to provide that is sweet!” – Kyle Wolfley
In the near future, Kyle is looking forward to revealing the new ESP Mobile App to clients. This app has been developed strictly in-house and is built to pass along a truly intuitive member experience. Our mobile banking app will be available soon and expect Kyle to extensively help you its deployment in the future.
Last week, ESP was excited to draw six NFL tickets for the Green Bay Packers vs. New York Giants game at Lambeau Field in Green Bay, Wisconsin that was played on Sunday January 8, 2017. We drew from among our fourteen Wisconsin credit union clients.
We were very happy to say that Northern Paper Mills CU (Green Bay), Marathon County Empl. CU (Wausau) and Tomah Area CU (Tomah) were the lucky winners. The lucky recipients braved the 5° F cold to cheer on their loved Packers! Us here in Spokane are pretty sure the Packer fans are immune to cold weather.
We were happy to receive photos from our clients and it sure looked like they were having a blast. After all, the Packers whooped on the Giants 38 to 13. The next round will pair the underdog Packers against the Cowboys on January 15th in Dallas.
Since we have wonderful partner credit unions in both Wisconsin and Texas, we look forward to watching the best team win (and will not take a side)!!!
We are excited to give away 6 tickets to the Packers Game on January 8th at 15:40 CST.
We put all Wisconsin credit unions into a hat and drew 3 at random. Each credit union will receive 2 tickets. We wish we all could be there with you, but have a blast anyway.
For 3 of you…it is your lucky day! To see who that is, you are going to have to drag yourself through a 3 minute video. Of course, it was going to be as easy as reading it on the site; silly you!
On November 16, 2016 Spokane area credit unions came together and participated in Project Beauty Share® Christmas Bag Program. Over 25 volunteers including staff, administration and board members turned out to fill gift bags of cosmetics and personal hygiene products deserving for women within the region.
(R) ESP’s Annette Guise helps fill bags
Project Beauty Share® is a 501(c)3 nonprofit which provides women in need with cosmetics and feminine products. It is an initiative to collect cosmetics and beauty products and distribute them through local agencies to women of all ages whose circumstances do not allow them to afford these products. It’s all-volunteer organization relies on dedicated individuals who embody the idea that “The Beauty is in the Giving”.
Susan Cerutti-Jensen, Marketing Director – Spokane Federal Credit Union
Susan Cerutti-Jensen, Marketing Director for Spokane Federal Credit Union, who helped organize the event stated:
The bags were filled with beauty items that we probably take for granted: body lotion, deodorant, razors, lip products, mascara and other items that help women who are often homeless, broken and battered feel loved and beautiful. These items help give homeless women a sense of confidence as they transition back into the workforce or attend school. Food stamps cannot be used for even the most basic hygiene or beauty items. – Susan Cerutti-Jensen
Volunteers from Numerica CU
Credit Union Volunteers
This event had a high turnout with many Spokane credit unions represented. Volunteers came from:
With so many helping hands the quota of bags were filled in short order. Each year Project Beauty Share® brings a boost of confidence to thousands of our community’s most vulnerable women. For many of these women, the bags stuffed will be the only gift they’ll receive this Christmas.
Credit Union Volunteers for Project Beauty Share®
How to Help
If you are interested in donating to Project Beauty Share® please visit their website at http://www.projectbeautyshare.org/. You can also follow them on Facebook and Twitter.
For more photos of this event please visit ESP’s Flickr account.
At ESP we love dressing up for Halloween. Please help us decide who’s the winner of our costume contest. To vote for your favorite, please drop us an email with your selection.
The ESP Team. (l to r) David, Tyler, Kyle, Lexi, John, Shaun, Brandon.
Lexi – “Thunder Cloud”
David – “Charlie Brown”
(l to r) Tyler and Brandon – “Carl Spackler(s)”
Brandon – “Carl Spackler”
Shaun – “EWU Eagle Hockey”
John – “Bad Mamma-Jamma”
Kyle – “Pirate Kyle”
ESP will be lending support to the Spokane Chapter of the Northwest Credit Union Association (NWCUA) Golf Tournament. This charity fundraiser will help support two great causes of special interest to the credit union movement, Credit Union for Kids and CULAC.
About the Spokane Chapter of the NWCUA
The Spokane Chapter of the NWCUA is celebrating their 12th Annual Golf Tournament on September 9th. The purpose of the Spokane Chapter of the Northwest Credit Union Association is to promote interest and cooperation between credit unions and credit union members within the Chapter area and to promote the credit union philosophy among credit union members and the public.
Credit Unions for Kids (CU4Kids) is a nonprofit collaboration of credit unions, chapters, leagues/associations and business partners from across the country, engaged in fundraising activities to benefit 170 Children’s Miracle Network Hospitals. Since 2006, CU4Kids has raised $150 million for Children’s Miracle Network Hospitals.
CULAC (Credit Union Legislative Action Council) is the federal PAC of the Credit Union National Association (CUNA). It is the largest national trade association in the United States serving America’s credit unions. The not-for-profit trade group is governed by volunteer directors who are elected by their credit union peers from across the nation. CUNA serves America’s nearly 7,000 credit unions, which are owned by more than 100 million consumer members.
This charity tournament will be held September 9th at The Creek at Qualchan, a premiere Spokane City golf course. As Spokane’s newest golf course it features a creek meandering throughout, five ponds, wooded and hilly areas, and holes with open beauty and well-protected greens. Qualchan’s par 72 and 6,559 yards will give participants a special golf experience.
If you like to learn more and possibly participate in this year’s tournament please log on to the Spokane Chapter’s website at spokanechapter.org. Be sure to download the registration form.