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Alerts
History
ALERTS SYSTEM
ONLINE BANKING
CREDIT UNION
RESPONSIVE DESIGN
MULTIPLE ACCOUNTS
SUMMARY
Background
Alliant Credit Union is the 6th largest credit
union in the U.S. with over $8 billion in assets
and serves 270,000 members nationwide.
The Chicago-based financial cooperative was
established in 1935. It’s mission is to provide
benefits to employees, retirees of qualifying
organizations and to any person who lives or
works in a qualifying community. It is a
not-for-profit cooperative, which means its
members are its shareholders. Alliant offers
its members various financial plans such as
savings and checking accounts, loans, debit
cards, and even life insurance plans.
Case Study
Improved Alerts System for Customers of a
Credit Union
Challenges
Alliant Credit Union already had an alerts system in place for its customers. But the
organization wanted to offer its customers an improved alerts system when they logged
into their account online. The new section would need to be more user friendly as well as
have responsive design since an increasing number of Alliant customers were using their
mobile phones to check their accounts.
Alliant also offers multiple plans and a lot of its customers have multiple accounts with
the union. The existing system had a cluttered interface with many dropdown menus but
unable to show all the accounts in a single screen.
Softweb Solutions created an alerts system for Alliant’s customers that was user friendly
and had responsive design using Bootstrap as the front-end framework. Bootstrap is
considered by developers as the ideal framework for developing responsive, mobile
related projects. The Alerts system that we created for Alliant shows all the four sections
in one integrated screen.
Solutions
The Alerts section shows Account Balance, Check Cleared, Electronic Deposit and other
transaction details. The user can start/stop and set alerts for each of them by selecting the
accounts, amount threshold and the delivery method of the alerts (via SMS and email). He
can also delete the alerts.
In the Alerts section, the user can also configure the alerts (Add/Update/Delete) in such a
way that the alerts will be sent out based on its settings such as Amount Balance, Check
Cleared, etc.
The History section allows the account holder to filter all the alerts received by date,
account type, alert type (check cleared, withdrawal notification etc) and delivery method
(email IDs and phone numbers).
Delivery Method
Suspend Alerts
Summary
Alliant Credit Union needed a modern and
secure alerts system for its customers to give
them better control over when and what
kind of alerts they received. Softweb
Solutions delivered a solution that also
incorporates responsive design and allows
Alliant customers to view and set all the
alerts for their various accounts in one
integrated system.
Contact Information
Softweb Solutions
2531 Technology Drive, Suite 312,
Elgin, Illinois 60124
US Toll Free Number: 1-866-345-7638
Email: info@softwebsolutions.com
www.softwebsolutions.com
Case Study
This section allows account holders to add, edit and delete their phone numbers and
email addresses on which they receive the alerts.
The account holder can also deactivate the alerts if he is going on vacation or does not
want to receive them for any other reason. The system also allows him to setup a Do Not
Disturb feature, so that the alerts are not sent out for a selected duration of the day.
Business Benefits
The credit union is able to save money by having an automated alert system where
customers have full control over which alert to receive and when to receive them. Alliant
Credit Union is able to retain and win over more customers by proving that it has the
ability to offer the same kind of online banking services as the big banks.
Technologies Used
Database: SQL Server
Architecture: MVC Single Page
Language: C#
Web Technology: ASP .NET
Front-end Framework: Bootstrap
Service: WCF
Languages support: English
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Alerts System for Customers of a Credit Union

  • 1. Alerts History ALERTS SYSTEM ONLINE BANKING CREDIT UNION RESPONSIVE DESIGN MULTIPLE ACCOUNTS SUMMARY Background Alliant Credit Union is the 6th largest credit union in the U.S. with over $8 billion in assets and serves 270,000 members nationwide. The Chicago-based financial cooperative was established in 1935. It’s mission is to provide benefits to employees, retirees of qualifying organizations and to any person who lives or works in a qualifying community. It is a not-for-profit cooperative, which means its members are its shareholders. Alliant offers its members various financial plans such as savings and checking accounts, loans, debit cards, and even life insurance plans. Case Study Improved Alerts System for Customers of a Credit Union Challenges Alliant Credit Union already had an alerts system in place for its customers. But the organization wanted to offer its customers an improved alerts system when they logged into their account online. The new section would need to be more user friendly as well as have responsive design since an increasing number of Alliant customers were using their mobile phones to check their accounts. Alliant also offers multiple plans and a lot of its customers have multiple accounts with the union. The existing system had a cluttered interface with many dropdown menus but unable to show all the accounts in a single screen. Softweb Solutions created an alerts system for Alliant’s customers that was user friendly and had responsive design using Bootstrap as the front-end framework. Bootstrap is considered by developers as the ideal framework for developing responsive, mobile related projects. The Alerts system that we created for Alliant shows all the four sections in one integrated screen. Solutions The Alerts section shows Account Balance, Check Cleared, Electronic Deposit and other transaction details. The user can start/stop and set alerts for each of them by selecting the accounts, amount threshold and the delivery method of the alerts (via SMS and email). He can also delete the alerts. In the Alerts section, the user can also configure the alerts (Add/Update/Delete) in such a way that the alerts will be sent out based on its settings such as Amount Balance, Check Cleared, etc. The History section allows the account holder to filter all the alerts received by date, account type, alert type (check cleared, withdrawal notification etc) and delivery method (email IDs and phone numbers).
  • 2. Delivery Method Suspend Alerts Summary Alliant Credit Union needed a modern and secure alerts system for its customers to give them better control over when and what kind of alerts they received. Softweb Solutions delivered a solution that also incorporates responsive design and allows Alliant customers to view and set all the alerts for their various accounts in one integrated system. Contact Information Softweb Solutions 2531 Technology Drive, Suite 312, Elgin, Illinois 60124 US Toll Free Number: 1-866-345-7638 Email: info@softwebsolutions.com www.softwebsolutions.com Case Study This section allows account holders to add, edit and delete their phone numbers and email addresses on which they receive the alerts. The account holder can also deactivate the alerts if he is going on vacation or does not want to receive them for any other reason. The system also allows him to setup a Do Not Disturb feature, so that the alerts are not sent out for a selected duration of the day. Business Benefits The credit union is able to save money by having an automated alert system where customers have full control over which alert to receive and when to receive them. Alliant Credit Union is able to retain and win over more customers by proving that it has the ability to offer the same kind of online banking services as the big banks. Technologies Used Database: SQL Server Architecture: MVC Single Page Language: C# Web Technology: ASP .NET Front-end Framework: Bootstrap Service: WCF Languages support: English O O O O O O O