Engage for Credit Unions

Take a holistic approach that puts members first

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Overview

Engage for Credit Unions

Hitachi Solutions Engage for Credit Unions gives credit unions a holistic, member-centric view of their business information. With this 360-degree view of member data, you can better engage with members and the community and provide more responsive service.

Business outcomes

  • Leverage a consolidated system specifically for credit unions
  • Create better engagement and drive efficiency and productivity
  • Offer products and services that are tailored to member needs
  • Win customer loyalty and improve retention

Member Management

  • Member 360: Gain a 360-dgree view of member information, inlcuding 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

  • 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

  • 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

Find out how we can help you!

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