All ideas

Create a unique workflow that creates a CD product that provides a promotional rate based on a certain percentage of the money for the CD is net new money to the credit unions (comes from an external financial institution).

Users may want to be able to find things specific to CUC in its website. They can google, but users may feel some comfort thinking that our search bar does a better job searching for CUC content than google. Ideally, it would be great if our searc...

Allow users to customize how things work with marketplaces (global workflows). We should allow them to customize the success step, failure step, which field of membership rules should apply to them, etc.

This API would take a person's household income and the hospital that they have a bill from and tells them if they qualify for free care of discounted care. Ideally, would take transaction summary information to identify the hospital.

Make it so our API can return product offer details as well. Something like: https://engine.tech/developer-center/integrations/api/products/loans/personal/displaying-offers https://engine.tech/docs/api-reference/#overview A response might include ...

In the "Edit my profile" section of the post-login pages there are only two options to choose: male or female. Due to high inclusion movement worldwide maybe it would be good to update the section with more options.

2/15/2023 Client call with Unity Catholic Kelly Reddy When JoinCU dashboard was discussed, Kelly asked about the number of leads (not the lead list, but the Leads Data Point above the graph). She then asked if we recorded a click-through rate for ...

Create a column in the excel file that records the main point of contact from the credit union toward the SEG and connect this SEG to that particular user in the software. The business need is that the CUs record this on their end so, again, us re...

Add a column in the Excel file that records the main point of contact from the SEGs for the Credit Union. This is information that the Credit Union often has and should thus be reflected within our software to keep everything streamlined for the C...

Send to HubSpot LID and CDFI statuses and results: in numbers, $ and %