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

Relationship connectivity

The TotalView™ MRM program not only keeps you informed about your relationships with members, it can also tell you about relationships that connect members with other members and prospects.

The “relationships” feature can tell you, for example:

  • *That an individual who presents a share draft for cashing is the daughter of a significant long time member.
  • *That a commercial member is the client of a major accounting firm that is also a member.
  • *That a professional member works for a law firm that represents your credit union.

Armed with these facts and others from the TotalView™ program, staff members at any branch can give members the service they expect and deserve.