The other day in a meeting we were talking about our checking account and someone asked “Now, when you say CHECKING you also mean debit, home banking, bill pay, etc…right?” What a great question. When is the last time you went to the market and stood behind some young person writing a check? I mean our members probably still write checks because their average age is 48 and climbing but isn’t it time we renamed checking?
I’ve said it before and I’ll say it again – banking is an errand. Our members don’t get to come to the credit union, they have to. And the center of that errand universe is the checking account. Raise your hand if you’ve moved your checking account recently? And I say “moved” because when we open a new account for a member, rarely is it their first ever checking account. They have chosen to move their financial life. There is no bigger pain in the ass than moving your checking account in my opinion.
It used to be as simple as leaving some money in the old account – stop writing checks – and give me a few temporary checks to get me by. Oh, and move my direct deposit. Done.
Today I have to call my wine club with my new debit card number that I probably won’t get for two weeks. Then I have to remember to get online and change my card on my Netflix account. Oh, and re-enter my mortgage information on Bill Pay. Not to mention my stored information on my Amazon.com and Zappos.com records. Temporary checks? What do I do with those? Just try and buy a tank of gas with a temporary check.
I don’t write checks. I try to make my life as automated as possible – so when it comes to changing that world….don’t you dare hand me a switch kit. I have yet to see one that helps me out – instead it just illustrates how difficult this is going to be. Out of respect for this act, I propose we rename checking.
We need to be able to easily complete this sentence:
“I’m going to the credit union to deposit this in my ______________ account.”
Money account?
Transaction account?
Settlement account?
Bluetooth account?
17 comments
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June 6, 2011 at 12:17 pm
Brent
Cash?
June 6, 2011 at 12:18 pm
Brent
Cash Account, rather.
June 6, 2011 at 12:19 pm
amandathomaswrites
“Life” is the most important word that comes to mind. We want an account that helps us manage our life…not one that makes our life harder.
June 6, 2011 at 12:27 pm
Jimmy Marks
It’s your spending account. One account is for saving (your SAVINGS ACCOUNT), one account is for spending (your SPENDING ACCOUNT).
Spending Account: Spread the word.
June 6, 2011 at 12:46 pm
Stan
Spending
June 6, 2011 at 3:13 pm
Denise Wymore
Jimmy and Stan – love it. Short. Sweet. To the point.
Amanda – My life is overdrawn! LOL! I like it.
Brent – who are you and why do you keep commenting? ; – )
June 6, 2011 at 8:01 pm
Ken Gardner
I’m with Jimmy, spending it is.
June 7, 2011 at 4:38 am
Denise Wymore
I know – it totally works.
I need to make a deposit to my spending account.
My spending account is almost overdrawn.
What”s the balance in my spending account?
Where would you like to make this deposit – to savings? or spending?
You’re overdrawn because you’ve been SPENDING too much!
June 7, 2011 at 6:13 am
jimncraig
Couldn’t agree more with the sentiment here. Everyone should instant issue a debit card and activate it before the new Spending Account member walks out the door. As for the switching…we are beta testing a new concierge service that provides the new account holder with a real person to help them switch all of those spending connections to their new account. Hoping holding their hand goes further than handing them in a packet of stuff.
June 7, 2011 at 6:53 am
Denise Wymore
Hi Jim!
Thanks for the comment. I’d love to hear more about your concierge service. I think it could be as simple as getting permission from the member to have a copy of their old spending account statement and bill pay print out. And then helping them move it all over to bill pay!
June 8, 2011 at 5:04 am
Glenn Coble
How about calling it “my account”. Leave the adjective out and make no difference between “draft” and “share” (God I hate those names) accounts. Hell… we don’t pay anything on savings anymore we might as well pay little or nothing on ANY money stored in the credit union.
I know… I know it will never work we have too many nooks and crannys in our accounting systems. That’s the problem with this industry everything is soooo complicated. Everyone trying to cover their ass.
Simpler is ALWAYS better… disclaimers suck.
June 10, 2011 at 2:19 pm
Diana Windley
What about Payment Account?
June 10, 2011 at 2:50 pm
Denise Wymore
Wow…that’s pretty good. I like it.
June 10, 2011 at 6:30 pm
Beth Zimmerman
I think you need to make it shorter like for instance Pay Account or maybe P account. Wouldn’t it be good if you didn’t have to give it a name at all sorta like how Prince used to just have a symbol and everyone knew who he was? I think some smarty pants marketing guru should come up with a symbol for a credit union account and there is no name, but everyone knows its the account formerly known as checking. That would be a cool factor to the tenth.
Okay, that was for free.
June 15, 2011 at 8:03 am
Diane Schultz
I’m late to the party with my suggestions, everyone has good ideas! What about:
Global Account
Universal Account
Access Account
iPay, ePay, uPay, allPay….now we’re having fun!
June 20, 2011 at 9:29 am
Christopher
Deja vu!
http://yessummit.blogspot.com/2008/02/what-is-checking-account.html
Completely agree and I’m sure (well I hope) this thought is something a bunch of folks are thinking. And I still love the term spending account…it’s a nice dichotomy with savings accts too.
June 24, 2011 at 6:45 am
Dale Pierce
I want it now account. I know – too long. Stuff account?