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Enrollment Cross Sell
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.