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End-to-end member-centric automation for Credit Unions

Relationship manager

Relationship management

Marketing manager

Marketing

Branch manager

Front-office

Service representative

Member Experience

Loan officer

Lending

Underwriter

Underwriting and Verification

Compliance officer

Compliance

HR officer

Employee Experience

Relationship management

Marketing

Front-office

Member Experience

Lending

Underwriting and Verification

Compliance

Employee Experience

Relationship management

Member 360 view

Have a 360-degree view of your members, including their history with your credit union, current loans and wealth management programs, loyalty programs, AI-powered predictions for potential next best offers, etc.

Lead management

Centralize leads from various sources into a single database, automate data verification, and customize your lead management process to achieve optimal conversion rates.

Opportunity management

Manage your opportunities with detailed processes that enable you to define and implement the most optimal strategy for each prospect.

Cross-/Up sales recommendations

Enhance member engagement and lifetime value by delivering highly personalized value propositions based on predictive scoring, AI/ML-powered next-best-offer recommendations, and the client's interaction history.

Consultations

Improve the quality of member consultations with omnichannel communication tools, a complete view of members' history, and intelligent AI-powered tools for product recommendations and the next best offer suggestions.

Credit Unions CRM - Relationship Management

Marketing

Segmentation

Create flexible marketing segmentation based on various criteria and deliver personalized offers through the right channels at the optimal time.

Campaign management

Drive robust lead generation and enhance brand awareness by designing, executing, and optimizing omnichannel marketing campaigns across diverse markets and geographies.

Loyalty & reward programs

Enhance member retention with a comprehensive automated loyalty bonus program, consolidate and manage multiple loyalty solutions in one platform, and analyze key performance indicators to ensure consistent growth.

Event management

Streamline organizational processes for online and offline events, and access high-potential lead pools by running targeted marketing campaigns for industry events and trade shows.

Credit Unions CRM - Marketing Management

Front-office

Onboarding

Deliver a customized onboarding experience for each member with a comprehensive 360-degree view, needs analysis, streamlined offer management, and an automated product catalog.

Account opening

Automate account opening processes, streamline screening, accelerate approvals, and digitize document management to reduce errors and enhance customer satisfaction.

Product operations

Streamline standard service routines for personal debit and credit cards, member identity verification, and tailor services based on customer tiers and service plans.

Credit Unions CRM - Front Office Management

Member Experience

Omnichannel contact center

Enhance the efficiency of contact center operations and member consultations - whether in-person, via chatbots, or through digital channels - by ensuring automated data synchronization across all member-facing solutions, databases, and interfaces.

Case management

Collect all cases from members and partners, categorize them, input SLA and other relevant data, and assign agents and teams - all through automated digital workflows.

Dispute management

Gather and offer complete visibility into member-initiated disputes for all relevant teams, facilitate efficient collaboration with centralized data, and formalize and automate dispute validation processes to speed up resolution.

NPS and feedback

Capture and evaluate member feedback through key performance indicators like Net Promoter Score, and apply digital workflows that simplify enforcement and tracking.

Learn how Ent Credit Union utilizes no-code technologies to improve and enhance member and employee experience

Read the case study

Lending

Loan application management

Leverage member 360 data and automated loan verification workflows to offer personalized loan terms, swiftly gather approvals from the middle office, and implement specific loan processing policies as outlined in your company's playbook.

Loan origination

Effortlessly set up and input lending terms, participant details, and collateral documents to expedit loan origination and streamline ongoing loan pipeline monitoring.

Loan servicing

Streamline the lending process to provide exceptional member service, automate loan servicing reminders, enable self-service capabilities, and maintain consistent data updates throughout every stage.

Loan recovery

Automate loan recovery processes and boost agents' productivity with integrated communication, analytics, data processing, and reporting tools.

Underwriting and Verification

Underwriting

Gain complete visibility into loan application data to streamline underwriting processes and empower underwriters with detailed analytics for approving, postponing, rejecting, and adjusting the final financing terms.

Approval and verification

Ensure thorough verification of loan application data using adaptable checklists and automated review and approval workflows. Handle priority-based verification queues, expedite final approvals by reducing manual data entry, setting reminders, and organizing collateral documents.

Document management

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.

Credit Unions CRM - Verification Process Management

Compliance

Anti-money laundering

Automate AML workflows including member identity verification and case investigation, leverage AI/ML-driven behavior analytics, implement clear compliance reporting, and use advanced transaction monitoring.

Know your customer

Achieve the most comprehensive and accurate member profiles through a centralized approach using a unified CRM database, automated data verification and deduplication, enterprise-grade security, and AI/ML-powered business intelligence tools.

Risk catalog management

Modernize your risk catalog by digitazing it and integrating intelligent classification, cross-linking, and drill-down options to facilitate swift identification, measurement, and mitigation of risks.

Internal audit

Optimize the internal audit process for better efficiency and accuracy by automating data collection, verification, and anomaly detection through unified workflows, automated dashboards, and a centralized data source that removes inconsistencies or duplicates.

Credit Unions CRM - Compliance Management

Employee Experience

Employee lifecycle management

Adopt integrated and transparent HR workflows for effective employee management, covering hiring, onboarding, development, retention, and exit processes.