Engage for Credit Unions

Robust Functionality That Puts Relationships First - So You Can Exceed High Customer Expectations
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Engage for Credit Unions Modules

direct-channel-management-iconMember Management Module

Provide a superior member experience and win long-term loyalty from your members. Member Management provides a holistic view of member information and gives employees the tools they need to put members first, whether in the branch, service center, or back office.

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distribution-relationship-iconBusiness Development Module

Increase your member base and provide valued products and services aligned to your members’ needs. Launch effective marketing campaigns and trace results back to specific marketing initiatives and expenditures.

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risk-management-module-iconMember Service Module

Enable service representatives to resolve member issues quickly and efficiently with consolidated tools and a complete view of member information. Reduce staff churn by giving contact center personnel greater impact through tools that are easier to use.

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Member Management Module

Provide a superior member experience and win long-term loyalty from your members. Member Management provides a holistic view of member information and gives employees the tools they need to put members first, whether in the branch, service center, or back office.

Member 360

Gain a 360-degree view of member information, including profile, household, financial products owned, and complete interaction history.

Partner Management

Build strong relationships with partners and centers of influence, such as attorneys and realtors, creating a strong network of advisors and referrals.

Householding

Clearly understand the relationship between your members, including family, head of household, and business connections so you can serve their needs better.

Business Development Module

Increase your member base and provide valued products and services that are aligned to your members’ needs. Launch effective marketing campaigns and trace results back to specific marketing initiatives and expenditures.

Lead and Opportunity Management

Help to ensure fast and consistent follow-up on every lead so you can continually grow your member base.

Cross-sell and Up-sell

Deliver compelling offers that are tailored to each members’ financial needs and aspirations.

Campaign Management

Plan and execute marketing efforts more efficiently with campaign automation tools that are consistent and integrated.

Reporting and Analytics

Identify opportunities and accurately measure the results of your marketing spend.

 

We really needed to capture, all in one spot, how many acres they farm, what type of operation they’re running, and the amounts of their loan balances and crop insurance. The current CRM system has made that possible.
- Mindy Miller, Sales and Service Specialist

Member Service Module

Enable service representatives to resolve member issues quickly and efficiently with consolidated tools and a complete view of member information. Reduce staff churn by giving contact center personnel greater impact through tools that are easier to use.

Service Resolution

Speed resolution and improve satisfaction with streamlined
tools.

Referrals

Track and measure referrals from external sources and across
lines of business.

Process Automation

Provide automated flows that ensure fast, accurate
completions of common financial processes and member
requests.

Telephony Integration

Deliver complete member information to the service rep
automatically with every call.

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