Benefits

Effective Management of the Sales Process

• Tracks the sales process from an "Opportunity" through a "Referral" and eventually to a "Sale"
• As contacts move onto the "Sale" stage, product details are captured so that the quality of the sale, as well as the success of the process, can be measured
• Staff and management have access to a virtual "scoreboard" that allows them to see, real-time, how well a campaign is doing and the contribution that each employee is making to that success
• Sales reporting capacity of ACE contributes to the development of a "sales culture" in a credit union
• ACE’s automatic notification system works seamlessly with MS Outlook to ensure that no "Opportunity" falls through the cracks

Improved Member Service and Retention

• Whether your member contacts have been at a branch, through a call centre or via the Internet, ACE captures them all, giving all users up to the minute details of the member's history
• Smooth, seamless handling of all the touch points that make up the modern member/credit union interrelationship
• No opportunity to serve and sell gets missed

Increased Understanding of Member Relationships

• Gives a snapshot of the household's products in the primary banking system plus those, such as mutual funds, held by external organizations
• Lists the financial services representatives who usually greet that member, as well as providing insight into his/her investment objectives and preferences
• Indicates the member's credit rating and the overall contribution the household makes monthly to the profits of the credit union (when profitability data is available)
• Provides a three-dimensional profile of the person with whom the organization is relating
• Customizable views for each credit union to show such client data as current balances, monthly payments, profitability etc.

Handle New Members Effectively
through Process Efficiency

• Unlike other CRM products on the market, ACE is unique in that it has the added electronic documents functionality
• Documents can be merged with banking system information to create applications, certificates and communications which are then filed in ACE's electronic archive
• Speeds up processing of new member applications and can assist with delinquency tracking
• Process efficiency is achieved by having the ability to create and retrieve documents from one location

ACE Features