Wednesday, January 14, 2015

Year End Reports Available on Web Branch

Year End Report Link on DashboardCompare your 2014 spending by category, spending by merchant, income and cash flow against 2013 with Year End Reports on Web Branch. This functionality extends on the reports already available as part of Money Management Tools.

Starting off the new year is a great time to assess your financial situation. Being able to compare 2014 to 2013 can show you how you changed your behaviors over the two years. Seeing changes to income or your overall cash flow (the net of your income and expenses) can be helpful to make sure you are staying on track with your savings goals.

Year End Report SampleYou may want to re-categorize transactions quickly to make the reports more meaningful. You can now select multiple history items from reports or your account history to easily re-categorize similar transactions. When you change the category on a transaction, the system learns that preference and future transactions will have the correct category applied automatically. Spending some time getting your transactions categorized as you'd like will pay off in the future.

Year End Reports are only available on new Web Branch. It is a great reason to upgrade now. The old Web Branch system will be retired on February 25.

In addition to adding Year End Reports to the new Web Branch, we have also added the following functionality based on member feedback:
  • Improved printable pages
  • More history download formats
  • Hidden accounts
  • Edit multiple history items (see above)
  • Multi-pay for Web Pay
We will continue to add functionality, enhance services and improve the new Web Branch. This is just the start for the new system. Thanks for all your feedback and support.

Tuesday, October 21, 2014

The New Web Branch is Here

The New Web Branch is Here
The new Web Branch experience began rolling out today. Members will receive an email over the coming weeks with an invitation to upgrade.

But, you don't have to wait for the email. If you would like to get in before receiving the email, you can. See my earlier post on how to get into Web Branch today.

Wednesday, October 8, 2014

Try the New Web Branch Early

new web branch dashboard
The dashboard on the new Web Branch
As a special opportunity to readers of this blog, you are invited to try the new Web Branch early. We are hard at work putting the finishing touches on the new site. It has been our biggest and most ambitious project to date and we are excited to bring it to you. We would love to get your feedback prior to the full roll-out to members in late October and early November.

To start using the new Web Branch today, click on the link at the end of this post. You will be directed to the typical Web Branch log in screen (that will be updated later). Upon logging in, you will be redirected to the new Web Branch. Every time you sign on in the future, you will also be automatically directed to the new Web Branch.

If, after trying the new Web Branch, you decide you'd prefer to continue using the old version, you can downgrade using the button on the Profile & Settings page. We will be turning off the old Web Branch in early 2015.

Once you have some time with the site, we welcome your feedback. Please send us a secure message with your thoughts or concerns (or what you like!). We would especially like to hear from you if you run into any errors or issues that stop you from completing a task. While the site is mostly complete, we do have the opportunity to make small improvements--and we will be actively fixing bugs. We will also continue to improve the site regularly going forward beyond the launch.

We are so excited to bring this new Web Branch experience to you. We have taken years of your feedback and combined it with the state-of-the-art in web design to make a Web Branch that works great on desktop and laptop computers along with mobile devices and tablets.

Upgrade to the new Web Branch

Friday, August 1, 2014

A New Web Branch is Coming...

We have been hard at work for many months designing and building a new Web Branch. We are taking all the member feedback we have received and all the latest techniques and technologies to bring you the best Web Branch ever.

The new Web Branch will bring together the current desktop experience with our mobile experience to bring you one Web Branch. The new Web Branch will work equally well on desktop/laptop computers, tablets and mobile devices. No matter how you choose to access Web Branch, all the features and functionality will be provided to you in the best way for your device.

The new Web Branch features fresh colors and contemporary design elements. The navigation is simplified and we have reduced the clutter to bring the information you need front and center.

Stay tuned here for more details over the next month or two as we get closer to our member launch. We will also have details for how you can get early access to the new Web Branch if you'd like to have a chance to try it sooner and provide us with feedback.

We are extremely excited about the new Web Branch experience. It will be a big change and will be a platform for us to build on for many years to come.

Wednesday, October 9, 2013

Mobile App for iOS and Android Available Now

Our mobile app for iOS (iPhone, iPad and iPod Touch) and Android phones and tablets is now available. This is a basic app that is primarily designed to create quick, one-tap access to our mobile banking site. The features available include:

- Launch Mobile Banking—Including Mobile Deposit
- Locate a UW Credit Union branch
- Search for a nearby fee-free ATM, no matter where you are
- Get current rates for home loans, auto loans, credit cards and more
- Access financial calculators
- Find answers to commonly asked questions

Head over to the app store for your device to download the app:

Get it on Google Play

At this time, we do not have plans to expand the functionality of the app to include Web Branch functionality. We, instead, will continue to expand the features and services available on our mobile site and can support more devices, including Windows Mobile and Blackberry, on the mobile site.

We are currently working on an all new mobile Web Branch experience which will have all the features of the full, desktop version of Web Branch with an easy to use, touch-friendly interface. We do hope to add functionality to the app as time permits. In the meantime, we hope you'll find the app a convenient way to access UW Credit Union whenever and wherever you are.