CRM for Credit Unions

Features

• The ability to detail all member teller transactions
• Shows member type (Platinum, Gold, Silver)
• Integrated with Credit Union Software
• Ability to view member balances and transaction history
• Contains a Member Alerts section which will alert the customer service representative of bad mailing addresses or past due loans
• The ability to move back and forth between multiple accounts and view account details
• Can view joint ownership accounts
• The ability to view member savings accounts, checking accounts, certifications, and loans, including auto.
• Member services management/issue tracking/workflow automation
• Sales automation and sales management/forecasting
• Marketing campaign management
• Employee sales tracking
• Built in Crystal Reports
• Manages back office, branch and call center operations

Benefits

• Member centric view for all staff members- documentation of all member correspondence beyond transactional data
• Marketing campaign and event management
• Central repository for analyzing member behavior
• Increase revenue while minimizing support staff required to sustain growth
• Enhanced reliability and quality of data
• Increased efficiency, which will allow more time to be spent on business analysis and sales process, rather than tedious clerical tasks
• Decrease in time spent on creating reports
• Improved continuous member support and responsiveness