Member Services

 
Every member encounter is a sales opportunity with iSpectrum
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A Complete Member View
Your staff can now focus on providing enhanced, personal service with the entire member relationship on a single, easy to read summary screen. Tabs provide quick access to detail and support services.

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  • Entire member relationship
  • Key credit indicators
  • Marketing tools
Identity Protection

Security tools including member identity passwords and other specific member information are clearly displayed on-screen enabling your staff to make quick and easy member identification.

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  • Full identification profile
  • Memos and notes
  • Holds or warnings
Intelligent Cross Sales Capability
The iSpectrum “next product to sell” expert engine provides users with sales prompts for selling additional products and services based on the member’s current relationship. The prompts coordinate marketing campaigns, scripts and responses.
  • “Next product to sell” prompts
  • Marketing campaigns
  • Scripts and responses
Smart Wizards Simplify Common Tasks

Smart Wizards guide the most frequent tasks, such as creating a new member, new account or loans. This allows your staff to focus on the relationship instead of the data input.

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  • New members
  • New accounts
  • Loan applications
Easy to Learn and Use
The user friendly system allows new employees to be productive quickly. Help is provided in both text and Flash movies.
  • Internet style interface
  • Online help
  • Text and Flash help

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