DEEPENING RELATIONSHIPS
Peer into the Future of Member Loyalty
Are you ready to see what the future holds for your credit union?

Foresee, Personalize, and Connect With Members
Say goodbye to guesswork and hello to predictive insights. Empower your employees to advise customers with relevant products and services. Differentiate your financial institution to thrive in today's competitive landscape: 

  • Anticipate member preferences
  • Recommend the best products
  • Enhance satisfaction
  • Enrich every interaction with insights 
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According to McKinsey's analysis, banks in the top tier for customer experience in the United States have seen significantly higher deposit growth over the last three years. These few "experience leaders" in retail banking are outpacing their competitors by not only drawing in new customers but also strengthening relationships with their current customer base.

When customers are highly satisfied, they are two and a half times more likely to open new accounts or products with their existing bank compared to those who are merely satisfied.

McKinsey & Company. (2023). Customer mindshare: The new battleground in US retail banking. McKinsey & Company.

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Positive employee experience drives industry leading customer experiences. Evolve your customer experiences with these valuable tools. 
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Insight Engine – Gain powerful visibility, specific to the member, to deepen relationships and reduce churn with actionable data and next best actions.

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Promotions and Offers – Your team can turn data into action with personalized promotions and offers. Our Next Best Offer uses real time member data to engage members with timely recommendations that align with financial needs and goals. Boost satisfaction and drive conversions.

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Lead Scoring – Power your growth initiatives with actionable lead scoring, streamlining opportunity management so every potential is maximized. Keep your team and account holders connected and ensure no growth opportunity is missed.

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Sales Pipeline – Deliver a unified solution for all teammates to create, assist, collaborate, and win new growth opportunities. Gain complete visibility into all stages, tasks, and next steps in your opportunity pipeline.

Proven Results

115+%

Improvement in Member Loyalty

32

Disparate Systems Integrated

40%

Improvement in Cross-Sales

33%

Improvement in First-Touch Resolution

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It’s more important than ever to understand our members’ needs and respond to them swiftly. Adding more people is not the answer, nor is it getting any easier to recruit and retain staff. Communication and enabling our teams are critical, and this is a shortcoming of legacy systems. Now is the time to invest in CRM solutions and truly harness the power of information across the organization.

NANCY STERNITZKY, CIO, SOUND CU

Envisioned Solutions For Every Team Member

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C-Suite

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Branch Operations

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Lending

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Contact Center

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Back Office

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Retail Banking

Automation and AI

Unlock the power of automation and AI with BusinessNext, streamlining operations and delivering intelligent, personalized member experiences that drive growth and efficiency at scale. 

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Member Campaigns

Track and measure what segments, campaigns, tactics, and offers have performed well. Syndicate and extend marketing strategy to front line teams as an integral piece of executing promotions and offers to your account holders.

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Segmentation

Group your members, or anonymous traffic, based on behaviors, financial history, preferences, etc. – enabling you to tailor marketing campaigns and product recommendations with precision.

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Predictive Call Script

With our predictive capabilities, you can forecast your members’ future financial needs, empowering your team to offer proactive solutions. Coupled with integrated call scripting, your representatives can guide interactions with members in personalized, data-driven conversations.

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Generative AI

Leverage the power of generative AI within our solution to craft personalized emails, offers, and content to each member’s unique financial journey. Tapping into the power of AI helps you engage members at scale with hyper-relevant communications that deepen relationships.

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Step Into the Future of Banking

As you step into the future of banking with our CRM solution, you’re not just investing in technology—you’re cultivating deeper relationships with your members. By harnessing the power of predictive analytics, you’ll not only anticipate their needs but also deliver personalized experiences that foster loyalty and trust. Let our CRM be your guiding light, illuminating the path to stronger member engagement and satisfaction.

Together, we can transform how you connect with your community, ensuring that every interaction is meaningful and impactful. Are you ready to elevate your member relationships to new heights?

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