Superb Sales, Service & Operations

fiVISION helps your credit union with easy-to-use technology that increases your overall effectiveness. Our memberWORKS Relationship Management solutions help your staff be more responsive and more productive while giving them the support tools they need to effectively sell your products to members. In short - we are enabling superb member service and sales.

memberWORKS has scores of modules - for Account Opening, Member Service, Member Sales and Workflow Automation - and a host of other tools that can be woven into the solution that is just right for you!

A few highlights from our toolkit are shown on this page below - for more details either click on one of these modules - or on the product category links to your left.

autoENROLL for HSAs NEW! Open Health Savings Accounts in less than 5 minutes, online and in the branch!	NEW! Wire Transfer Automation Streamline checking and processing of wire transfer requests	Online Member Enrollment Let Consumers Become Members in Minutes Around the Clock!	Enrollment Cross Sell Make Targeted Offers for Additional Products During Enrollment
Financial Snapshot View and Transact with Member Accounts	Manage Service Requests Easily Capture Member Requests and Route them Automatically for Quick Resolution	Online Service Requests Let Members Submit and Follow Service Requests Around the Clock	Cross Sell Campaigns Manage Sales Campaigns Targeted to Specific Members
Web Loan Applications Simplify and Integrate Web Loan Apps	Goal & Referral Tracking Set Goals & Track Results for Sales Campaigns

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