Daily
There are several crucial member facing processes with hard deadlines effecting member service and satisfaction. Find your OASIS and free your staff by outsourcing your accounting processes to us.
Monthly
The Monthly reconciliation process is one level deeper than the daily items. Here we can complete other reconciliations including Shares and Loans, Fixed Assets, Prepaids, and several more.
Emergency
Daily and Monthly processes provided to fill the gap of planned or unplanned coverage for your Accounting Department. In addition, Emergency can be an asset when resolving accounting “DOR” items.
Consultative
Consultative services can be used for regulatory reporting as well as providing discrete reconciliation cleanup and process evaluation. With its expert process knowledge CU OASIS is here to help.
Our flexible pricing options are designed with your institution’s budgeting needs in mind. We provide affordable solutions that offer savings you can pass to your members.
Flat rates and cost-effective pricing is determined via an initial interactive assessment during the proposal process allowing us to work collaboratively in determining your institution’s staffing capacity and work volume. You have the freedom to choose a package, Daily, Monthly, and the CU OASIS, suited to your institution’s requirements.
We fully embrace the credit union philosophy and we stand alongside you by serving your institution and membership. Since CU OASIS staff does not take up any office space we eliminate any overhead to your institution, allowing you to pass these savings to your membership. All work is completed through Virtual Private Network (VPN) connection so you can feel confident your members’ data is secure and kept in accordance with your institution’s data security protocols. In addition, our vast knowledge of core systems including, Symitar, XP2 and Wisdom, Cubics, Mercury, and others, allow for rapid implementation and minimal training from your staff.
Evaluate, repair, reconcile, research, and maintain….essential CU OASIS components ensuring a solid credit union/member relationship between process, transaction, and settlement