Banking systems a typical CU/bank needs to integrate.
Estimated annual cost to integrate these systems.
Average customer acquisition cost for consumer banking.
Of consumers plan on switching providers for a better experience.
Unified member management
A single place to view existing members and manage prospective ones.
Marketing campaigns
Load prospect lists, segment prospects, enroll in campaigns, send pre-filled applications, measure marketing spend
Application management
Review new applications, collaborate with prospect members, and initiate the account opening process.
Cross-platform applications
Simple online application process available on any device.
Swift integration
Seamlessly integrated with your digital banking experience, pre-integrated with all the major CORE systems
Smart form populating
Minimizes data entry by re-using available information about the prospect, pre-built integrations to ID Verification, KYC and KYB available
Member 360
360-degree view of a Member and their interactions with your digital and physical channels.
Powerful analytics
Segmentation of Members and Prospects on activity, interests, interactions, and financial products.
Staff analytics
Analytics on Staff, Branch, and Organizational progress toward lending goals.
