Credit Union Automation2023-08-21T11:42:02+02:00

AI NEXT BEST OFFER

AI NEXT BEST OFFER

Create personalized value propositions for each member using AI/ML algorithms that identify the most suitable products and services. Your credit union can now offer members solutions that resonate with their preferences and foster stronger and lasting relationships.

5 KEY BENEFITS
of using AI/ML driven platforms for Credit Unions.
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FREE LIVE DEMO

MEMBER EXPERIENCE 360

MEMBER EXPERIENCE 360

Gain an all-encompassing, holistic view of your members and provide more personalized and effective interactions with AI-powered predictions. You can also access members’ history with your credit union, their current loans, wealth management programs, loyalty program status, etc.

5 WAYS TO IMPROVE
Credit Union member experience.
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FREE LIVE DEMO

LOAN ORIGINATION

Simplify ongoing loan pipeline monitoring and stay on top of your lending activities. Our platform makes it easy to create and enter lending terms, get information on lending participants, and obtain collateral documents to ensure fast loan origination.
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Simplify ongoing loan pipeline monitoring and stay on top of your lending activities. Our platform makes it easy to create and enter lending terms, get information on lending participants, and obtain collateral documents to ensure fast loan origination.
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5 MEASURES YOU NEED
to reduce your risk of loan defaults.
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FREE LIVE DEMO

LOAN RECOVERY

Get optimal results and member satisfaction with streamlined loan recovery. Thanks to Creatio, you can automate your loan recovery processes and consolidate communication, analytics, data processing, and reporting tools to boost agent productivity.
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10 WAYS TO PREVENT
loan abandonment and protect your Credit Union’s reputation.

FREE LIVE DEMO

One platform to automate credit union workflows and CRM with no-code

RELATIONSHIP MANAGEMENT

LEAD MANAGEMENT

Our platform efficiently tracks and captures your leads from various sources, consolidating them into a unified database. Enjoy optimized conversion with automated data verification and a customized lead management process for maximum success!

Streamlined opportunity management leads to better decision-making and improved outcomes. And with Creatio’s highly granular processes, you can effectively manage opportunities, defining and executing the ideal strategies for each prospect.

Enhance member engagement and lifetime value with personalized cross- and up-sales recommendations. Credit unions can utilize our platform’s predictive scoring and AI/ML-powered intelligence to offer highly tailored value propositions based on member history and preferences.

Improving member consultations is easy with our omnichannel communication tools and a complete view of members’ history. Provide valuable and relevant product recommendations and next-best-offer suggestions to members with the platform’s intelligent AI-powered tools.

OMNI-CHANNEL MARKETING

SEGMENTATION

Creatio enables credit unions to set up flexible marketing segmentation catering to different criteria. Deliver personalized offers to the right audience through the right channel at the right time, enhancing engagement and response rates.

Through the design, execution, and optimization of omnichannel marketing campaigns, Creatio enables credit unions to efficiently target various markets and geographies at scale, enhance the impact of marketing efforts and ensure strong lead generation and brand awareness.

Member retention is a breeze with Creatio’s automated loyalty bonus program. Integrate and manage multiple loyalty solutions in one place while analyzing your loyalty program KPIs to ensure steady growth and member satisfaction.

Our platform enables credit unions to execute marketing campaigns specifically tailored to industry events and trade shows. Take advantage of effortless, streamlined organizational processes for online and offline events and access high-potential leads.

FRONT- OFFICE

MEMBER 360 VIEW

Gain an all-encompassing, holistic view of your members and provide more personalized and effective interactions with AI-powered predictions. You can also access members’ history with your credit union, their current loans, wealth management programs, loyalty program status, etc.

Offer unique, seamless onboarding for each member with Creatio’s 360-degree member view and needs analysis, streamlined offer management, and an automated product catalog. From application submission to account setup, give your members a smooth and hassle-free experience.

Reduce the burdens and errors related to account openings while maximizing member satisfaction with automated processes, streamlined screening and verification routines, speedy approvals, and digitized document management.

Thanks to Creatio’s ability to streamline typical service routines for credit products, member identity verification, and service personalization according to specific member tiers and service plans, you can ensure smooth operations and consistent service quality!

MEMBER EXPERIENCE

OMNICHANNEL CONTACT CENTER

Our omnichannel contact center ensures streamlined operations across various channels. Whether in-person, chatbot, or digital member consultations, our platform ensures automated data sync across all member-facing solutions, databases, and interfaces.

Efficiently manage member cases and disputes with automated digital workflows to accumulate and classify all your members’ and partners’ cases, populate SLAs and other crucial data, and assign agents and teams for prompt and effective resolutions.

Gain complete visibility into member-initiated disputes, streamlining team collaboration using single-source data. You can even formalize and automate dispute validation processes to expedite resolution and enhance member satisfaction.

Use measurable KPIs like Net Promoter Score to collect, analyze, and manage member feedback and implement user-friendly digital workflows that ensure easy enforcement and monitoring.

LENDING

LOAN APPLICATION MANAGEMENT

Streamline your loan application processes using holistic member data and automated verification workflows, ensuring personalized loan terms for each member. Thanks to automated end-to-end loan workflows, you can accelerate processing, minimize errors, and boost member satisfaction.

Simplify ongoing loan pipeline monitoring and stay on top of your lending activities. Our platform makes it easy to create and enter lending terms, get information on lending participants, and obtain collateral documents to ensure fast loan origination.

Elevate member services through optimized loan servicing processes like automated reminders, self-service capabilities, and data updates at every stage. Enhance your efficiency and member satisfaction with top-notch loan servicing.

Get optimal results and member satisfaction with streamlined loan recovery. Thanks to Creatio, you can automate your loan recovery processes and consolidate communication, analytics, data processing, and reporting tools to boost agent productivity.

UNDERWRITING & VERIFICATION

UNDERWRITING

Streamline your underwriting processes and empower underwriters with in-depth analytics on everything from approval to changing the final financing terms. Gain full visibility of your loan application data with Creatio and make more informed decisions.

With flexible checklists and automated review or approval workflows, credit unions ensure thoroughly verified loan application data. Speed up final approvals by managing priority-based verification queues and minimizing manual data entry.

Maintain a centralized and transparent document management system with version tracking and automated document synchronization across various workflows. The flexible access rights management also enhances security and simplifies document handling, elevating operational efficiency.

COMPLIANCE

ANTI-MONEY LAUNDERING

Automate AML workflows with Creatio, including member identity verification and case investigation, applying AI/ML-powered behavior analytics for enhanced transparency and compliance reporting.

Guarantee the most accurate member profile data with our unified CRM database, automated data verification, deduplication tools, enterprise-grade security, and AI/ML-powered business intelligence. Now you can know your customers inside out.

Optimize risk management with a digitized risk catalog empowered by intelligent classification, cross-linking, and drill-down capabilities. Swiftly identify, measure, and address potential risks with enhanced efficiency and accuracy for better decision-making and proactive risk mitigation.

Generate comprehensive reports effortlessly, providing evidence of compliance and facilitating smoother audit processes. Say goodbye to out-of-sync or duplicate data with unified workflow automation, automated reports and dashboards, and single-source data storage.

EMPLOYEE EXPERIENCE

EMPLOYEE LIFECYCLE MANAGEMENT

Simplify HR workflows with Creatio’s unified and transparent approach, covering hiring, onboarding, development, retention, and exit. Empower employees with seamless and efficient management throughout their journey.

Boost employee satisfaction with a user-friendly automation solution for all types of requests, from vacations and travel to expenses. Simplify the process and save valuable time for employees and HR teams.

Foster collaboration and knowledge exchange within your credit union. Centralize communications, facilitate document sharing, plan tasks and meetings, and manage reviews and approvals to encourage a culture of teamwork and innovation.

AI-DRIVEN NEXT-BEST-OFFER

PREDICTIVE SCORING

Leverage Creatio’s seamless AI-powered predictive scoring to thoroughly analyze members’ histories. Credit unions can offer timely and relevant solutions by anticipating members’ future needs and expectations, enhancing their satisfaction and engagement.

Create personalized value propositions for each member using AI/ML algorithms that identify the most suitable products and services. Your credit union can now offer members solutions that resonate with their preferences and foster stronger and lasting relationships.

Creatio’s AI-driven next-best-offer solution paves the way for ongoing improvement by identifying trends and forecasting changes. By harnessing these insights, credit unions can continuously refine their strategies and remain competitive and relevant in the dynamic financial landscape.

CONNECTORS/INTEGRATIONS

CONNECTORS/
INTEGRATIONS

STREAMLINED DATA EXCHANGE

Creatio’s integration capabilities ensure seamless communication between your CRM system and various Credit Union bank systems, including Finastra, Fiserv, FIS MBP, JHS, and COCC. Enjoy superior accuracy and consistency of member information for better member experiences.

Eliminate manual data entry and streamline your business processes with automated data synchronization between Creatio CRM and Credit Union bank systems. Staff members will experience higher efficiency, optimized operations, and reduced administrative burdens, leading to richer customer interactions.

Generate cross-system reports and insights by combining customer data from your Creatio CRM with financial data from banking systems. This enables your credit union to make data-driven decisions at every level, supporting strategic planning and fostering growth across your entire organization.

Ensure regulatory compliance and data protection with Creatio’s Credit Union bank systems integrations. From centralized customer data to access controls, Creatio’s integrations ensure that your credit union meets regulatory standards and maintains robust data governance.

CONTACT US

We look forward to answering any questions you may have, get in touch with us and we will get back to you within 24 hours.

JOIN US

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Copyright © Meritus Business Solutions 2023. All Rights Reserved | Privacy Policy

CONTACT US

We look forward to answering any questions you may have, get in touch with us and we will get back to you within 24 hours.

JOIN US

Get regular industry related updates and stay up to date, relevant and on top of trends. Send us an inquiry by clicking here.

FOLLOW US

Join our social media communities:

Copyright © Meritus Business Solutions 2023. All Rights Reserved | Privacy Policy

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10 WAYS TO PREVENT
loan abandonment and protect your Credit Union’s reputation.

5 MEASURES YOU NEED
to reduce your risk of loan defaults.

5 KEY BENEFITS
of using AI/ML driven platforms for Credit Unions.

5 WAYS TO IMPROVE
Credit Union member experience.

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