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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
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.
Business 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.
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.
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.