INDIANAPOLIS — July 17, 2008 — fiVISION, a CRM solutions provider that enables enhanced member service and sales for credit unions, has signed Liberty Bay Credit Union ($529 million; 26,789 members; Boston, MA) to use its accountWORKS platform to enhance the speed and seamlessness in enrolling new members (both online and in-person) and open new accounts online for existing members. The credit union, which runs on XP Systems core processing system, will also leverage fiVISION’s Enrollment Cross Sell module to offer additional products the member applicant is qualified for but did not select during the application process.

fiVISION’s accountWORKS solution provides credit unions greater control over their new membership and account opening processes. This control includes helping a credit union determine what information it wants to collect and how to set up a decision matrix that incorporates information from credit bureau, fraud, and OFAC checks for a predictable process.

In this case, Liberty Bay benefits via a streamlined, seamless process of opening new accounts for new members. This process will enhance the operation’s speed, assisting the credit union with collecting the correct information required to open a new account, determining which checks need to be run – automatically approving qualified applicants to the XP host, and giving management the tools to follow up on any exceptions.

“The fiVISION enrollment and account opening solutions support applications regardless of where they come from - online, in the branch, the call center, or in the mail,” explains Mike Winter, President of fiVISION. “The idea is to give credit unions a platform that allows them to quickly open their memberships and accounts the same way throughout the organization. And we are pleased that Telephone Workers will be able to leverage our accountWORKS and Enrollment Cross Sell solutions to provide its members with enhanced online services that will truly add value to the credit union.”

About fiVISION
fiVISION provides technology platforms that enable enhanced member service and sales for credit union clients through its flagship CRM product memberWORKS and accountWORKS member enrollment solution. fiVISION, headquartered in Indianapolis, Ind., is a CUSO that was established to bring industry leading – and practical – contact management, cross selling and workflow automation technology solutions to progressive credit unions. For more information, contact fiVISION at 317.612.3350 or visit www.fivision.com. www.fivision.com.