Automated referrals
Automated sales tracking
Member profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable member profiling
Automatic promotion reminders
Total view of all member accounts
Automated direct mailings
Relationship connectivity

Total view of all member accounts

The TotalView™ program is designed to give you a complete view of members and their accounts so you can provide the best possible service and build multiple, mutually beneficial relationships.

  • *Information on any member’s deposits, loans and other accounts can be imported automatically through the Universal Information Interface.
  • *Commercial records contain information that identifies each business as well as personal information identifying individual contacts.
  • *Retail and professional member and prospect screens include basic personal information such as names, E-mail and street addresses, and phone numbers.

Each member record shows the name of the credit union’s account representative if one has been assigned.