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Enhancing our digital cash-management experience: Investment & Funding Dashboard

Based on our members’ ongoing feedback, Corporate One continues to provide enhancements to the Investment & Funding Dashboard, a digital experience that helps members more easily understand and manage their cash at Corporate One. The dashboard allows members to view a consolidated summary of their credit union’s Corporate One balances, including deposits, SimpliCD and Safekeeping holdings, and loan balances in a convenient format.

Recently, we’ve added several new enhancements to the dashboard, including a section featuring our rates and rate specials (see below):

Additional dashboard enhancements include the following:

  • Prominent balance for The One Account (including if it’s negative) and maturing item notifications
  • Messaging pop-up window to contact your senior investment services representative
  • "Walk-through" tutorial which appears when the Dashboard is accessed for the very first time

Improving the dashboard experience: Member participation requested

As we provide further dashboard enhancements, we continue to gain insights from our members through ongoing research studies. These studies help us learn how to provide a more streamlined and intuitive experience. If you’re a member of Corporate One with dashboard access and would like to learn how to participate in one of these research studies, please contact our Member Digital Experience team at MDE@corporatone.coop.


How to access the dashboard

The dashboard is available to all Corporate One members with Member$MART authority to access Member$MART online, Account Inquiry and e-Reports. This authority can be extended to additional personnel at your credit union by completing pages on the User Authorization Form. Please contact Member Experience at 866/MyCorp1 with any questions or your senior investment services representative.