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Credit Union CRM Solutions

Analytics

SEDONA MRM™ credit union software provides an unbelievable array of analytics tools to help ensure that your credit union is selling the right products to the right members.

Through the use of analytical modeling, SEDONA MRM analytics help you more-accurately determine the next best profitable products to sell to a particular member. SEDONA MRM then reviews product affinity groups to gauge the likelihood of a next credit union purchase. This information is combined with your credit union's unique product profitability data and product / service-line combinations to ensure:

  1. the recommended next best product or service is more likely to be purchased, and
  2. the addition of a cross-sell or upsell credit union product will be a profitable addition to the member’s existing portfolio.

You can also use SEDONA MRM‘s analytics tools to determine which credit union products or services need highlighting in one-to-one marketing efforts or larger, aggregate campaigns.

Ever wish you had a crystal ball? Well, you’ve got it with another of SEDONA MRM’s analytics tools: the member retention risk predictor module. It looks at historical variables surrounding former members who’ve left your credit union and applies those variables – with some thresholds – to your current members. Presto: Your frontline credit union staff can deal with retention-risk members proactively; maybe not only retaining them but also making them more profitable.

These are just a sample of SEDONA MRM’s analytics tools. They’re absolutely
essential to your credit union’s profitability
. And no other MRM software gives
 you as many in-depth analytics options. Contact SEDONA for details.