Automated Member Enrollment

To help your credit union grow, you need to be able to attract new members and provide existing members with more options. And in today’s Web-based world, it’s all about easy access. Automated Member Enrollment allows prospects to complete their applications online — anytime, anywhere. But that’s not all — it also allows existing members to easily create new accounts online. More options and better access means better results.

In addition, employees such as call center personnel, loan officers and tellers can create applications on behalf of a member. In just a few minutes, prospects, members and employees and can easily complete applications from anywhere on the internet, making increased growth a reality. By deploying Automated Member Enrollment across multiple delivery channels, including call centers, websites, home banking systems, kiosks, branch lobbies and off-site community or workplace events, you can assure that all applications will be processed via the same qualifications, regardless of how, where or by whom they were processed.

More Members

Expand reach far outside of any immediate building by enrolling prospects from virtually anywhere, including call centers, Web sites, kiosks, branches and remote locations
Attend off-site community or workplace events containing a high population of your eligible member base to enroll prospects from a remote location
Enable new members to conveniently enroll themselves from home or anywhere else over the internet on a 24 x 7 basis without driving to a far-away branch – making them more likely to apply
Increase new application completion rates by offering quicker approvals and fulfillment

More Profitable Members

Make it easy for existing members to open additional accounts by enabling them to do it at a time and place convenient for them
Included cross-sell capabilities allow credit unions to promote specific products and services to applicants when they are most likely to participate— at the time of opening a new account
Members that open their accounts on-line may be more likely to exhibit other profitable internet-based behaviors such as home banking, electronic statements and bill payment solutions

More Satisfied Members

By offering a complete, automated solution, new accounts can be approved and set up on a much more timely and efficient basis, offering instant gratification and satisfaction to the applicant
With up to four included cross sell opportunities, and the ability to add even more, applicants can easily obtain information about a variety of product offerings to choose the products that best meet their needs
A simple, easy to use format enables new applicants to enroll themselves and open new accounts online with no prior training

Less Time and Cost

Reduce the cost of processing, verifying and activating each application by eliminating the manual processes associated with acquiring new customers
Increase productivity by reducing the amount of time required to review, approve and open new enrollments
Streamline work flow and increase productivity - no need to re-type information already provided by a member on their own time
Eliminate the need for creating backups – all information is stored off-site at a redundant data center
Training and hotline support are included for credit union administrators

Please click here if you would like to receive more information on this exciting new product.