How well do you know your members? Do you know at a glance their level of profitability even to the household level? Do you know their last point of service with your credit union? Do you know what products and services you should be promoting to your members? Do you know how to turn marginal members into profitable members? These are all questions credit unions want and need answers to. With EPL’s i-KNOW™ solution, you can now be in the know! How would your member service improve by knowing a member’s overall profitability index at a glance or knowing your member recently had an inquiry about a service or required follow-up? This information is invaluable when making quick service related decisions or adding that special touch by which translates into higher levels of member service and satisfaction, giving your credit union a competitive edge.
i-KNOW™ is a solution suite composed of over 15 different modules designed to increase efficiency and maximize opportunities. There is a module for each department of your credit union! Take your member relationship management to the next level! ·
- Business Processes to establish relationships, maximize opportunities and track success ·
- Track service requests and follow-ups with the Issue Tracking Dashboard ·
- Create successful marketing campaigns and track your ROI ·
- Perform analytics to turn non-profitable members to profitable members ·
- Create account level cross-sell opportunities and track referrals ·
- Create custom reports and queries ·
- Determine which members are at risk of leaving and improve retention ·
- Create and implement incentive tracking programs ·
- Create professional and colorful monthly board meeting presentations
Contact your EPL Account Relationship Manager to setup a demo and learn more!