Member Services

sample member services screen (balances)
  • Point and click access to all teller/member services functions.
  • User-friendly, intuitive browser interface developed with credit union input.
  • One-screen transaction processing-no codes!
  • Integrated imaging for drivers licenses, signature cards, or member identification photos.
  • Built-in marketing functionality for maximized cross-selling revenue generation.
  • Credit union customizing of displays and options.
  • Member response tracking for follow-up marketing.
  • Laser printing for printing notices, loan coupons, membership cards, and checks with a professional touch.
  • Safe deposit box capabilities.
  • Sales and inventory management for traveler's checks, money orders, tickets, etc.

By eliminating redundant input of unnecessary information, you and your members save time with every transaction. Greater efficiency with each transaction translates into an immediate and quantifiable boost in productivity, plus the recognition by your members that you are service oriented.

 

Built-in flexibility allows Member Services to match your way of doing business, and extend your capabilities for service excellence. With each financial product or process you define (for example: new accounts, shares, IRAs, credit and debit cards, etc.), You decide which questions and queries are displayed to your service representatives.