Professional Services
We offer a wide range of professional services to...
Credit unions save time, money, and the hassle by having Fidelity laser-print and mail member statements.
Looking to store your reports or member statements electronically? Fidelity can easily store all of your reports and member statements electronically in PDF format - easily read with Adobe Acrobat. An indexing function has been added for easy search capabilities. The information is then available to the Credit Union in CD format.
We make credit bureau reporting an easy part of your credit union's operations, with service to one, two or all three credit bureaus.
Most states use data matching to locate delinquent parents. Fidelity processes and reports the credit union's data for the state, making this time consuming process almost effortless.
Fidelity performs tax processing for credit unions. 1099, 1098 and 5498 forms are printed from the credit union's data. The forms are mailed to the credit union members and the tax files are sent to the IRS.
If a disaster were to destroy your facility, Fidelity would do everything we could to help in the recovery process. Disaster Recovery and Business Continuity would be difficult if critical steps were not taken prior to such an event. Fidelity provides several service offerings to assist you with your planning. Offerings currently available include electronic vaulting of data, remote server hosting, and business continuity planning.
CUNA Mutual's Member Direct service assists small credit unions in promoting mortgage lending services through the use of statement inserts and direct mailings to members. Fidelity provides mailing list information to CUNA Mutual from the credit union's data.
