Engage for Credit Unions

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
You can 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

Member service
It allows service representatives to resolve member issues quickly and efficiently with consolidated, easy-to-use tools and a complete view of member information.

• 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