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

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