Features

AUTOMATED CONTACT EXPERT

The Automated Contact Expert is one ace you won’t hide up your sleeve. Your shareholders/members will boast of the superior profits it produces, front-line staff will enjoy the ease of operation and responsiveness, and clients will feel they’re getting an improved level of personal attention.

"ACE is the place," the hub of all contact between a credit union and its customer. It is positioned to be the access point for the many electronic filing systems and analytical tools that exist for customer sales and service –profile information, notes, sales and marketing information, product quotations and pricing decisions, and financial planning. It is linked with other software applications (banking system, word processor) to capitalize on all customer contacts as efficiently and seamlessly as possible.

ACE is the tool through which to access,
analyze and maintain information about:

• Contacts with the customer (targeted marketing offers, inquiries, quotations, special instructions)
• Customer profile (credit score, profitability, segment, account balances, documents)
• Sales information (products and services referred and/or sold)