A VISION FOR ENHANCED MOBILE BANKING FEATURES

Formerly CU Wallet, LifeStep Solutions offers a growing suite of resources designed to enhance a credit union’s mobile offerings, all while matching important solutions with a member’s major life events. The app, which will be available in the Fall of 2017, will offer multiple levels of integration that make it affordable and effective for any sized credit union.

LifeStep Solutions focuses on shopping resources that encourage mobile payment with a credit union debit card. The app will also allow members to access card-linked offers and coupons, and find and rate local merchants. Follow-up enhancements are being built around home, auto and consumer protection services.

As LifeSteps™ Wallet is expanded and enhanced, the app will reach farther, offering credit union members a resource that will keep their credit union’s products and services top-of-wallet. Credit union tools and financing will only be a tap away – at the exact moment when members are making the decision to purchase!

LEADERSHIP

Paul Fiore
Paul Fiore
Dave Adams
David Dean
Drew Egan

PAUL FIORE

Strategic Advisor/Board Member, LifeStep Solutions

 

TIMMY BOHLMAN

President, LifeStep Solutions

 

DAVE ADAMS

Chairman/CEO, LifeStep Solutions and CEO, CUSG

 

DAVID DEAN

Chief Strategy Officer, LifeStep Solutions

 

DREW EGAN

Board Member, COO/CFO, CUSG

 

THE TEAM

Alan Augustine
Chris Otey
Ahmad Khan
Audrey Olzem
Ben Jenkins
Ben Bloch
Brian Orta
Gary Marshall
Jason Justian
Karl Cherry
Marco Cabrera
Melissa Eldridge
Michael Wrock

ALAN AUGUSTINE

SVP, PRODUCT DEVELOPMENT

 

CHRIS OTEY

National Business Consultant

 

AHMAD KHAN

SOFTWARE DEVELOPER

 

AUDREY OLZEM

VP, PRODUCT DEVELOPMENT

 

BEN JENKINS

WEB DEVELOPER

 

BEN BLOCH

MARKETING CONSULTANT

 

BRIAN ORTA

National Business Consultant

 

GARY MARSHALL

SOFTWARE DEVELOPMENT MANAGER

 

JASON JUSTIAN

SOFTWARE DEVELOPER

 

KARL CHERRY

Development Consultant

 

MARCO CABRERA

SOFTWARE DEVELOPER

 

MELISSA ELDRIDGE

MANAGER OF PRODUCT DEVELOPMENT

 

MICHAEL WROCK

UI/UX - APPLICATION DEVELOPER

 

MAKE YOUR DEBIT CARD “TOP OF MIND” AND “TOP OF WALLET

A Mobile-First Strategy Built on Millennial Behavior

The LifeSteps Wallet compliments your mobile solution with added convenience, meeting Millennials where they’re at and getting them where they want to be – all through your credit union. Credit unions think in terms of investment, credit, lending and savings. But members, especially Millennials, think in terms of experiences and events; buying a new car, browsing new homes, researching a big purchase or planning a big trip. How do we make sure we’re there when the member’s next big decision is on the horizon and it’s time to choose a path? LifeStep Solutions was created to answer that exact question, in a Millenial-driven way. It provides the user with valuable services and allows them to engage at their own pace and on their own terms.

And the entire experience is taking place under your credit union's brand, actively building loyalty.

EXPANDING THE MEANING OF MOBILE SERVICE

Go beyond standard mobile offerings. LifeStep Solutions™ helps your members manage life’s big decisions. What they drive, where they live, how they purchase and so much more can be handled on the go. With your credit union-branded, LifeSteps™ Wallet, users can leverage:

Mobile Wallet

Mobile payments, loyalty offers, cardless ATM access and more

Merchant Directory

Search and rate the area's best food, shopping, and entertainment

Card-linked Offers

Find discounts and offers accessible when using a credit union card 

In-store & Online Coupons

Access mobile coupons from more than 1,400 merchants nationwide

FUTURE VISION 

The all new mobile-first, millennial-first LifeSteps™ Wallet will be a comprehensive suite of action-oriented mobile resources that meet members exactly where they are at in each big decision of their lives, and always connects these solutions back to your credit union. What’s more, it will offer tools that go beyond the basics, and connect your credit union to even more of the everyday lives of your members.

When your member buys a car, this app does not just stop at the auto loan itself. LifeSteps Wallet provides a suite of solutions for document management, roadside assistance, insurance options and special offers for repairs and maintenance. Beyond real estate assistance, LifeSteps Wallet will provide resources for home improvement, document management and special offers for home maintenance. When your member is shopping, LifeSteps Wallet will enable them access to find where to go, how to order ahead or make a reservation and then buy with their credit union debit card. If a member is looking for help with financial wellness, LifeSteps Wallet will give them access to tools for identity protection, credit score repair, financial education, insurance, and more.

As the LifeSteps Wallet app is expanded and enhanced, it will do even more to promote and serve the credit union movement, offering credit union members a resource that will keep their credit union’s products and services top-of-wallet. Credit union tools and financing will only be a tap away – at the exact moment when members are making the decision to purchase! LifeSteps Wallet, will be available in the Fall of 2017 and offer various levels of integration that make it affordable and effective for any sized credit union.