Flex Conversion Toolkit

Navigate your Credit Union's conversion with our Flex Conversion Tools

 

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Core Conversion Timeline

Our tried and true timeline includes step by step, compliance focused calendar for member communication about your conversion. 

Printable Info Sheet

Member Facing Materials

Our design files are easy to edit in Canva!  Internal Guides are easy to edit in Microsoft Word.  Plus you can request support if you need help. 

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Staff Guides and Procedures

Our tools have helped many credit unions convert to Flex.  We have procedures and guides in draft mode ready to help you get started. 

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Preview of our Flex Toolkit Dashboard

Flex Membership Includes:

12 Month Access

$3600

Access to all features

Core Conversion Toolkit 

  • Conversion Timeline
  • Conversion Guide
  • Member Facing Material for print, digital, website, and social.

Marketing Kits for Flex Products

  • Brand-able Tutorial Videos
  • Lobby Screen Templates
  • Social Media Templates

Policy & Procedure Examples

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FAQ