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Credit Union CRM Solutions

Member Acquisition

As important as the retention of every profitable member is to a credit union these days, member acquisition is still a critical factor in your credit union’s success.

And the best tool for member acquisition? That would be SEDONA MRM™. This remarkable software includes templates for developing lead and referral tracking. It enables your credit union to gather, manage, and track both prospects and new credit union members in real time.
 
Contact data can be brought into SEDONA MRM from multiple sources, including ...

  • the Web
  • trade shows
  • partner referrals
  • acquired contact lists
  • responses to marketing programs, such as direct mail, seminars, and advertisements

Leveraging business process workflows, your credit union will use its own, specific instructions to manage different types of contacts. SEDONA MRM then routes and escalates those contacts through the credit union, ensuring that no contact gets lost or delayed in processing.

At any time, authorized credit union personnel can view contact status and overall member acquisition goals to ensure that the opportunities generated are indeed contributing to your credit union’s profitability.

SEDONA MRM simplifies so many aspects of member acquisition that it becomes second nature to your credit union staff. Contact SEDONA for a free demonstration and full details.