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Xtend’s Consulting and Analytical Services

Join Xtend Data Analytics as we walk through our analytical and consulting services! We'll discuss the various ways Xtend helps credit unions of all sizes with deep dives into their membership, product performance, and call center operations. Sign up now to learn more about the following services on April 19, 2023.

Member Marketing Open Forum

Zoom (link will be sent to each participant)

Join Xtend Communications for this virtual event with experts and peers!

Optimize your social media strategy with Xtend Social Cloud

Zoom (link will be sent to each participant)

Optimize your social media strategy with Xtend Social CloudXtend Social Cloud is our social media management portal that specializes in organic content and workflow. In this webinar, we will explore…

Automating with Authenticity – Xtend Recurring Communications Overview

Zoom (link will be sent to each participant)

Overview of Xtend's Recurring Communications ServicesMaintaining consistent relevant communications with your members is challenging. You want to keep your members informed about the things that they find important without overwhelming…

Storytelling the Ultimate Social Media Strategy for Credit Unions

Zoom (link will be sent to each participant)

Overview of social media strategies and Xtend's Social Media Management service.We will dive into real examples of how credit unions use the strategy of storytelling to promote services without sounding…

Journeys: The Power of Automation

Zoom (link will be sent to each participant)

Overview of Xtend's Journeys and New Member Onboarding service.Discover the power of automated messaging with Journeys from Xtend! Automatically message your new members with New Member Onboarding, members with new…

Campaigns – Marketing to build relationships and achieve goals.

Zoom (link will be sent to each participant)

Overview of Xtend's Campaigns services.A campaign is an excellent way to inform your audience by using multiple channels. We will discuss the many ways to build a campaign as well…

Webinar: How Can Xtend Communications Support Your CU?

Zoom (link will be sent to each participant)

How Can Xtend Communications Support Your CU?Dive into the services offered by Xtend's Communications team to help your CU stay connected with its members. We'll cover a variety of our…

Webinar: Account Verification & Suspicious Callers

Zoom (link will be sent to each participant)

Account Verification & Suspicious CallersLearn tips for complete account verification, suggestions on how to verify difficult accounts, and advice for handling suspicious callers & live fraud situations.Nathan VanPatten, Contact Center…

Webinar: Xtend Data Analytics – Enabling You to Work Smarter

Zoom (link will be sent to each participant)

Xtend Data Analytics: Enabling You to Work SmarterXtend Data Analytics is a tiny but mighty team that specializes in data mining, reporting, and analysis, as well as business and marketing…

Webinar: Optimize Your Social Media Strategy with Xtend Social Cloud

Zoom (link will be sent to each participant)

Optimize your social media strategy with Xtend Social CloudXtend Social Cloud is our social media management portal that specializes in organic content and workflow. In this webinar, we will explore…

Webinar: Campaigns – Market to your Members

Zoom (link will be sent to each participant)

Campaigns MarketingJoin us to explore what campaigns can help your credit union achieve. From sales and promotions to branch closures and community involvement, a campaign has endless possibilities.Ashley Schneider -…

Webinar: Automating with Authenticity – Recurring Communications

Zoom (link will be sent to each participant)

Xtend Recurring Communications: Automating with AuthenticityUse the data you have about your members to message them as their needs arrive. Learn about how Xtend's automation services can save you time…

Contact Center Roundtable

Xtend Board Room 2900 Charlevoix Dr SE Suite 200, Grand Rapids, MI, United States

Join Xtend Contact Center for an in-person roundtable event with experts and peers!

Contact Center Virtual Roundtable

Zoom (link will be sent to each participant)

Join Xtend Contact Center for a virtual roundtable event with experts and peers!

Bookkeeping Webinar

Zoom (link will be sent to each participant)

Join us to explore what campaigns can help your credit union achieve.
From sales and promotions to branch closures and community involvement, a campaign has endless possibilities.

Campaigns & Digital Services Webinar

Zoom (link will be sent to each participant)

Fall in love with our Campaigns Webinar on February 14th at 2PM EST and learn how to elevate your multi-channel marketing game! Don't miss out on valuable insights and tips…

Recurring Communications Webinar

Zoom (link will be sent to each participant)

Don't miss out on our upcoming educational webinar for Recurring Communications! Join us on February 15th at 3PM EST to learn how to use recurring communications to effectively enhance your…

Campaigns & Digital Services Webinar

Zoom (link will be sent to each participant)

Join our Campaigns & Digital Services Webinar on March 26th at 2PM EST and learn how to elevate your multi-channel marketing game!

Don't miss out on valuable insights and tips for successful marketing!

MemberClose Webinar

Zoom (link will be sent to each participant)

The MemberClose Platform gives you access to best-in-class companies offering appraisals, credit reporting, flood insurance, document preparation, and closing services. With all these services in one convenient, easy-to-manage location, we’re committed to providing you with an efficient, stress-free real estate experience.

Data Analytics Webinar

Zoom (link will be sent to each participant)

Scorecards by Xtend are built to answer a series of questions and provide solutions on any one of four topics: Losing the Love (disengaging members), Call Center (phone support operations), Marketing (hidden opportunities in your membership), and Social Media performance. Reporting services by Data Analytics provide credit unions with pre-configured and customizable options for better understanding an existing service or subset of their members and operations.

Mortgage Servicing Webinar

Zoom (link will be sent to each participant)

Join our Mortgage Servicing specialists to learn all about the offerings we provide. Also, get the inside scoop on our Lockbox Servicing and how it can benefit you and your members.

Bookkeeping Webinar

Zoom (link will be sent to each participant)

Our Bookkeeping leaders are excited to share their knowledge with you regarding our daily bookkeeping services! Learn how our bookkeepers operate on a day to day basis taking care of your general ledgers and members!

Recurring Communications Webinar

Zoom (link will be sent to each participant)

Don't miss out on our upcoming educational webinar for Recurring Communications!

Join us on March 29th at 3PM EST to learn how to use recurring communications to effectively enhance your members' experience.

MemberClose Webinar

Zoom (link will be sent to each participant)

The MemberClose Platform gives you access to best-in-class companies offering appraisals, credit reporting, flood insurance, document preparation, and closing services. With all these services in one convenient, easy-to-manage location, we’re committed to providing you with an efficient, stress-free real estate experience.

Data Analytics Webinar

Zoom (link will be sent to each participant)

Scorecards by Xtend are built to answer a series of questions and provide solutions on any one of four topics: Losing the Love (disengaging members), Call Center (phone support operations), Marketing (hidden opportunities in your membership), and Social Media performance. Reporting services by Data Analytics provide credit unions with pre-configured and customizable options for better understanding an existing service or subset of their members and operations.

Bookkeeping Webinar

Zoom (link will be sent to each participant)

Our Bookkeeping leaders are excited to share their knowledge with you regarding our daily bookkeeping services! Learn how our bookkeepers operate on a day to day basis taking care of your general ledgers and members!

Xtend Shared Branching Roundtable (In-person and virtual)

Xtend Board Room 2900 Charlevoix Dr SE Suite 200, Grand Rapids, MI, United States

Xtend Shared Branching (XSB) is delighted to host our annual XSB Roundtable, a collaborative event for credit unions to share their experiences and insights on shared branching.

Contact Center Roundtable

Xtend Board Room 2900 Charlevoix Dr SE Suite 200, Grand Rapids, MI, United States

Join Xtend Contact Center for an in-person roundtable event with experts and peers!

Sales and Marketing Roundtable (In-Person)

Xtend Board Room 2900 Charlevoix Dr SE Suite 200, Grand Rapids, MI, United States

Join Xtend Communications for an in-person roundtable event with experts and peers!

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