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Enrollment Cross Sell
Looking to better understand and meet the financial needs of your members? We know the answer is obviously, “Yes.” That’s why we’ve created an innovative cross-sell module to provide your staff with yet another tool that can recommend solutions to meet your individual member needs. In addition, our cross-sell module can directly recommend additional products online to applicants (self service) – all while becoming members of your credit union. Our cross-sell module is integrated within our accountWORKS account opening platform, alerting your credit union staff if a member qualifies for a certain product while opening a new account or membership. As a result, your credit union can vastly enhance its product offering acceptance rate to better serve your members via financial technology services.