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Credit Union CRM Solutions

Profitpro

Measuring the profitability of accounts, members, and households does not have to be the daunting task it has been in the past for credit unions. And the new enhanced profitability module in SEDONA, called ProfitPro, makes profitability calculations, and therefore profitability considerations, an integral part of your retention, outreach, loyalty, and marketing efforts.

"ProfitPro calculates realistic and accurate profitability
figures that can balance to your 5300 call report."

With ProfitPro, your credit union can:

  • Choose which products to measure and at what level (product line, product, sub-product).
  • Use simpler blended rates or historical FTP rates.
  • Produce profit numbers at three levels: account, individual or business, and household.
  • Include income and expense for both interest and non-interest, as desired.
  • Factor in varying overhead ratios at different branches, departments, and divisions.
  • Understand the specific source of profitability. Is it net interest income or fees?

SEDONA offers Profit Enhancement services, where consultants help set up your profitability measurement so that you quickly develop profitability tracking that is useful for marketing, retention, and selling.

 Contact us for more informationLearn how to quickly get started