Credit Unions

Out-relationship national banks with a solution that helps you get closer to your members

Consumers choose credit unions over national banks because they have an expectation of personalized service—that you'll get to know them better than any bank could ever hope to.  They may have opened a savings account with you because your branch was nearby but chances are, they'll mortgage their home and recommend you to friends because of the service they receive.  To compete with online firms, national banks and other organizations, you need to provide the same conveniences and competitive rates while learning about each members' preferences during every interaction, across every sales channel.

Pivotal MRM for Credit Unions enables you to automate time-consuming activities while implementing a consistent set of processes that increase member acquisition, reduce churn, maximize share of wallet and help to deliver a member experience that is noticeably better and more personalized than competing financial institutions.

Key Features

  • 360 Degree View
  • Detailed Member Profiles
  • Cross-Selling Tools
  • Relationship and Influence Tracking
  • Activity Management and Planning
  • Account Alerts
  • Productivity Tools
  • Workflow Management
  • Power Searches
  • Lead Management
  • Referral Capture
  • Territory Management
  • Opportunity Management
  • Product and Research Management
  • Service Tracking
  • Privacy Compliance and Disclosure
  • Literature and Materials Fulfillment
  • Administrative Assistant Portal
  • Handheld MRM
  • Complaint and Feedback Management

Here's what Pivotal MRM for Credit Unions can do for you

Increase Share of Wallet

Capture member preferences including products held at competing organizations. Set alerts to follow up at the end of a term with a highly-personalized offer to build your share of wallet with each member.

Take a Proactive Approach to Member Relationships

Build a trusted relationship with your members by reaching out to them not just to sell products but also to act as a valued advisor. Proactively follow up with members who are trending towards hardship as well as those who are likely candidates for additional high-value services.

Match Members to Products & Services

Create detailed member profiles that allow you to provide personalized service across a full financial lifetime. Understand which members are good candidates for a student loan, home equity line of credit, insurance product or those who might be considering retiring in the near future.

Streamline Processes

Focus on building member relationships, not time-consuming manual processes. Automate routine processes like account set up and spend member interaction time on relationship-building activities.