2016 Pricing Guide

Xtend

Xtendcu.com │(866) 981-4XTD│info@xtendcu.com

Partners Only

Page 2

PRICING PHILOSOPHY

This Pricing Guide is a snapshot in time and subject to periodic updates. To fully under-

stand each service and the value provided to our clients, please contact our Sales staff

through our interactive ‘Live Chat’ link at www.xtendcu.com.

Pricing is a tricky business. You can approach it from several different perspectives.

For Xtend it’s simple: we take on the perspective of a manufacturer of value whose ulti-

mate goal is the financial success of our owners and clients. We set our prices to fit the

income statements of our clients, first. Our pricing models are designed to participate

with credit unions in building revenues and sharing the proceeds. No big up-front risk is

passed from our business to the credit unions. Pay as you go, pay as you earn. We are

not a middleman; we are a cooperative manufacturer, and we have the power to

price like one.

Since we operate with a cooperative philosophy, we remind ourselves that each and

every time a client remits a payment, that paid invoice is an investment, not simply a

transaction for services rendered. Therefore, our price should be based on our contin-

ued ability to innovate, carry forward as an ongoing concern, and ultimately, add to

the collective capital of the credit union system.

TABLE OF CONTENTS

SRS Bookkeeping Services Page 3

Specialized Lending Support Services Page 3

Compliance Services Page 3

E-Communications Page 4

Xtension Call Center Services Page 5

Live Chat Page 6

Professional Services Page 6

Partner Support Services Page 6

Page 3

SRS BOOKKEEPING SERVICES One Time Charges Ongoing Fee

SRS Bookkeeping - Base Service

(Daily Share Draft, ACH , and ATM reconciliation, settlement, and

exception reporting)

$250.00 - $500.00 $100.00 - $400.00 per Week

SRS Stand-In Support

(short-term back office support for holidays, vacations and

staffing shortages)

$50.00 - $250.00 $30.00 per month

plus

$50.00 (min.) per day utilized

SRS a la Carte

(customized daily/weekly/monthly back office support services)

Quote Provided Quote Provided

SRS 5300 Call Report Services

(Configuration of 5300 in CU*BASE and assistance with 1st

quarterly upload; assistance with subsequent quarters optional)

$1,995.00 - $2,995.00 $250.00 - $500.00 per quarter

CU*BASE Conversion Support

(SRS Bookkeeping service for up to 90 days for new CU*BASE

conversions)

$4,000.00 N/A

De-conversion Support

(Training and support for contracted SRS clients to bring daily

bookkeeping processes in house)

Quote Provided

N/A

SPECIALIZED LENDING SUPPORT SERVICES

(IN PARTNERSHIP WITH LENDER*RE)

One Time Charges Ongoing Fee

Investor Reporting & Escrow Administration

(Reconciliation, escrow analysis and payment, agency reporting

for Fannie Mae, Freddie Mac and FHLB portfolio’d loans)

Quote Provided by

CU*Answers

Quote Provided by CU*Answers

Portfolio Conversion

(Project management for conversion of portfolio from 3rd party

service to CU*BASE)

Quote Provided by

CU*Answers

Quote Provided by CU*Answers

E COMMUNICATION SERVICES One Time Charges Ongoing Fee

RevGen 2016 - Campaigns Your Way

(Loan campaign solution, combining eMarketing, lobby

marketing, and Outbound Call Campaign’s directly to targeted

members)

Basic Program

Starting at $850.00

Deluxe Program

Starting at $1250.00

Additional Campaigns

Starting at $150.00

$2.50 per Call

Graphic Design and Print Option

Available - Quote Provided Upon

Request

Data Analyst

(Data mining and CU*BASE Tracker creation handled by Xtend;

member calls made by the credit union staff)

$250.00 $100.00 per Month

For More Information Call 1-866-981-4XTD

Page 4

E COMMUNICATION SERVICES & SOLUTIONS One Time Charges Ongoing Fee

Member Reach—Base Service

(Targeted electronic messages to members based on a pre-

defined schedule of activities. Also includes the benefit of E-Info,

Online Banking Community messaging services & monthly

maintenance of your statement and e-statement messages)

Under $30M in Assets

Over $30M in Assets

$100.00

$100.00

$175.00 per Month

+

$00.02 per HTML email

$300.00 per Month

+

$00.02 per HTML email

Custom Member Contact Messages

(Customized electronic messages to members based on a defined

target; includes data mining and execution)

Text-based: $100.00

HTML: $100.00 + $0.02 per

email

N/A

E-Info Standalone

(Managed content library and delivery service that pushes credit

union newsletters and marketing passively, through “Teasers” or

actively, through “In Your Face”

Under $30M in Assets

Over $30M in Assets

N/A

N/A

$75.00 per Month

$150.00 per Month

Online Banking Community Stories

(Managed content library and delivery services that pushes your

marketing content to the top of the story list located on the It’s Me

247 Online Banking login page)

N/A $50.00 per month

HTML eStatement Notifications

(A new, innovative marketing option to reinforce your

brand and your most current initiatives with interactive

eStatement notifications.)

$100.00

$50.00 per month

+

$00.05 per email

eNewsletter Service

(Publication of monthly online eNewsletter. Delivered

To members via email through our partnership with

I Make News, Inc.; Content managed by Xtend with

option to include custom content each month)

$275.00 Starting at $250.00

Quote provided

HTML Email—Self-Service

(Self-managed email marketing solution. Access to your own portal

for building and sending HTML emails to members with instant email

statistics and reports. Data mining not included.)

$100.00 setup $50.00 per month

+

$00.02 per email

Page 5

XTENSION CONTACT CENTER SERVICES One Time Charges Ongoing Fee

Branch XT

(Inbound member service provided during Xtension business hours,

including returned voice mail calls to members)

Overflow Calls

After Hour Calls

Fully Engaged Inbound Call Center

$250.00

$75.00* per Month

plus

$2.50* per Call

* With 2-year contractual commitment

Branch ST

(Targeted outbound calls to members based on pre-defined

schedule of activities)

$250.00

$75.00* per Month

plus

$2.50* per Call

* With 2-year contractual commitment

XT Direct (powered by Retailer Direct)

(inbound loan lead hotline where Xtension agents feed CU*BASE

MNLOAN pipeline directly)*

*Normal per call inbound fees apply

$250.00

Starting at $25.00 per Month

plus

$2.50 per loan lead

plus

$5.00 per booked lead

CU*BASE Conversion Support

Inbound Member Support

(Post-conversion to CU*BASE)

Outbound Member Contact

(client provided call/email lists)

Quote Available Upon

Request

One time fee $300.00

Quote Available Upon

Request

$150.00

+

$2.50 per Call

Xtension Stand-In Support

(Inbound member service designed to provide the possible

support during significant branch outages (i.e. disaster recovery))

$250.00 setup

plus

$3,500.00 per declaration

$45.00 per Month Retainer

plus

$4.00 per Call

*$1,500.00 premium if support > 5 days

E COMMUNICATION SERVICES & SOLUTIONS One Time Charges Ongoing Fee

Revel TV

(Digital signage content creation and delivery through

cloud-based managed solution)

Signage hardware and Installation

Channel Valet

Quote Available Upon

Request

Quote Available Upon

Request

Quote Available Upon Request

Starting at $150 per Month

Relevant Solutions

(Mobile shopping coupons for members, deployed through

standalone app, or embedded in credit union’s mobile app)

Optional: Local merchant coupon add-on feature for

your business development strategy and community

outreach

Starting at $100

Starting at $100

New Service!

New Service!

Page 6

LIVE CHAT One Time Charges Ongoing Fee

Online Chat

(Live Chat link deployed within It’s Me 247 and/or on your Credit

Union website with interactions handled by Xtension agents)

*Normal per call outbound fees apply when member requires

advanced authentication for requested support

$250.00

$50.00/month*

Plus

$2.50 per Chat*

* With 2-year contractual commitment

PROFESSIONAL SERVICES One Time Charges Ongoing Fee

Board Planning Session Facilitation

(Xtend President Scott Collins can help facilitate annual Board

planning sessions and/or other strategic planning events)

Travel & Expenses N/A

Marketing/Member Communication Consulting

(Professional on-site consulting by Xtend Management Team. Areas

of expertise include CU*BASE cross sales, tiered services, call center

execution, business development and electronic communication

strategies.)

$600.00 per Day (plus T&E) N/A

Back Office Consulting

(Professional on-site consulting by SRS Management Team leaders.

Areas of expertise include CU*BASE tool utilization, loan servicing

and back office productivity.)

$600.00 per Day (plus T&E) N/A

PARTNER SUPPORT SERVICES One Time Charges Ongoing Fee

Cooperative Liquidity Exchange

(Web-based repository of investment opportunities with credit unions

and CUSO partners: CD, Loan Participations, etc.)

$200.00 per Posting

N/A

Xtend Shared Branching

(Annual support fee for marketing and oversight of the CU*BASE

shared branching networked consortium as determined by peer-

elected Advisory Council)

$300.00

$300.00 per Year

Xtension Contact Unlimited

(Customized inbound and outbound call center services for CUSOs

and other companies serving the credit union industry)

Quote Provided

Quote Provided

Page 7

For More Information Call 1-866-981-4XTD

INNOVATION IS OUR BUSINESS Developing a New Blueprint for Efficiency and Effectiveness

Xtend is very proud of our credit union roots. Our cooperative CUSO model encourages partners of all sizes to consider an ownership position in the company. Since our founding in 2002, our Board of Directors has consisted of nine (9) credit union executives with a common vision of helping their industry peers stay relevant in the eyes of their members in an increasingly competitive marketplace. This vision translates simply—provide the highest quality service at a price point that sets us apart. As you explore our company, you will find that we are anything but “typical” in both the execution of our services and the overall value we provide our clients, owners and the industry as a whole.

Our value proposition focuses on four main objectives: COMMUNICATION, COLLABORATION, CONNECTION, and EXECUTION. With an overlying spirit of INNOVATION that encompasses everything we do. By aligning our goals with your Business Plan, we hope to help redefine your vision of what it means to be partners vested in each other’s success. Investment in Xtend allows us to build a business together. We hope you will consider this tremendous opportunity.

COMMUNICATE

PROMOTING YOUR VALUE PROPOSITION

COLLABORATE

VESTING IN MUTUAL SUCCESS

CONNECT

DELIVERING ON TARGET, ON TIME

EXECUTE

GUARANTEEING THE DIFFERENCE

6000 28th St Grand Rapids, MI 49546

P: 1-866-981-4XTD E: info@xtendcu.com

Updated December 2015

Xtend thanks you for being a part of our cooperative network!

Your participation, ownership, and continued investment into our cooperative net-

work fosters innovation, drives creativity, and sets the pace for continued shared

success. We look forward to many more years of continued partnership and, with

great anticipation, for the future strides of our partners and the growth of our indus-

try! Together, our possibilities will become our future!