Option 1
Pros:
- Easy implementation
- Compliant with no personal identifiable information being sent or stored across our website and CUA servers
- Member path takes them right to the Contact Us form within personal or business online banking after signing in
- Minimal team member process change
Cons:
- This is not a great user experience as we are asking members to take extra steps to log in to their account to send a message
- I have no idea how the CUA forms would connect to Creatio
- This solution would have to be revisited when we depart from CUA online banking
Contact Us
Are You an Honor Member?
Personal Account Questions
Log in to your personal account to send a secure message to our Contact Center Team.
Business Account Questions
Log in to your business account to send a secure message to our Contact Center Team.
Option 2
Pros
- Easy implementation
- Compliant with no personal information on our website or our servers
- Can direct all form submissions to Contact Center OR to different departments based on their selection
- This solution is independent of WordPress and CUA and can remain in place after departure from them
- There are API and webhook connections to explore for Creatio: https://www.cognitoforms.com/support/66/data-integration/webhooks
Cons:
- This is a third party, so a risk assessment would need to be done
- I performed testing with my own email address but I would need to test submission process with Contact Center team
- There’s uncertainty about Creatio connection
