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