to automate credit union workflows and CRM with
Credit Union Workflow Map
Omnichannel contact center
Maximize the efficiency of contact center operations as well as in-person, chatbot, and digital member consultations by ensuring automated data sync across all member-facing solutions, databases, and interfaces.
Accumulate all cases from your members and partners, classify them into different categories, populate SLA and other data, assign agents and teams - all based on automated digital workflows.
Collect and provide full visibility into the member-initiated disputes for all teams involved, streamline teams' collaboration on single-source data, and formalize and automate dispute validation processes to accelerate resolution.
NPS and feedback
Collect, analyze, and manage member feedback by using measurable KPIs such as Net Promoter Score and implementing digital workflows that are easy to enforce and monitor.
Underwriting and Verification
Have full visibility of loan application data to streamline underwriting processes and empower underwriters with in-depth analytics for approving, postponing, rejecting the application, or changing the final financing terms.
Approval and verification
Ensure in-depth verification of loan application data with flexible checklists and automated review/approval workflows, manage priority-based verification queues, speed up the final approval by minimizing manual data entry, setting reminders, and organizing collateral documents.
Keep a well-organized, transparent document management system to ensure centralized access to customer documents, version tracking, elimination of duplicates, automated synchronization of documents across multiple workflows, and flexible access rights management.
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)
Collaboration and knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.
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