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CRM and Multi-Channel Marketing
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CRM and Multi-Channel Marketing
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Identify, acquire and retain loyal profitable members
Know your members with Summit CRM
The comprehensive suite of Summit Customer Relationship Management (CRM) solutions automates knowledge sharing throughout the credit union. Credit union staff working in different departments and remote locations can easily access member information to strengthen each member's relationship with the credit union.
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  • Incentive tracking
  • 1:1 multi-channel marketing
Real-Time Cross-Selling
CRM simplifies the one-to-one marketing for your front line staff. The Summit solution automatically assigns your class codes (such as Silver, Gold, Senior, Youth, etc) and determines products most appropriate to promote to the member.
  • CU defines criteria
  • Credit score, trade lines, marketing and service codes
Member Relationship Management
Obtain a clear picture of how your members interact with your Credit Union. Encourage and automatically reward members to maintain a profitable relationship with the credit union.
  • Tiered members fees and services
  • Provide special services at reduced cost
  • Incentive rates
Incentive Tracking for Members and Employees
Create incentives for members and employees and let CRM track the success.
  • Employee incentives for referrals recording and funding
  • Credit card rebate program, promotional rates
Turbo Charge Your Sales with NEXT
NEXT – The multi-channel marketing solution
When a member initiates a transaction through any channel - ATM, Internet banking, audio response, CRM systems, or teller stations - NEXT immediately determines the product and service for which that member is eligible and delivers the appropriate message. Offers such as a new car loan, credit card, or a home equity line of credit are based on each member's known financial situation and the credit union's qualification criteria. Member responses are instantly returned to credit union staff for follow up and fulfillment.

NEXT allows a credit union to maximize the effectiveness of their existing electronic channels to more efficiently serve members and promote products and services. Credit unions using NEXT have seen a 10-fold sales increase compared to traditional marketing campaigns, and at a fraction of the cost per lead.

NEXT is core system independent and can be deployed at any credit union.

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  • Dramatically increased sales
  • Take advantage of every member contact
  • Better ROI on technology investment
  • Better member service
  • Increased wallet share
  • Strengthen member relationships
  • Financial goals are met
Business Rules Define Offers
Credit union business rules define all product offers and can be as simple as if-then. For instance, “If the member does not receive eStatements, then offer eStatements.”

Any source of information-your core processing, MCIF, credit bureaus- can be leveraged.
  • Offer rules for all products and services
Intelligent Delivery through Any Channel
You can promote the offer at the teller line, in the branch, ATM, telephone banking, call center, internet or even tie to direct mail campaigns.

Offers accepted or declined by the member are tracked by NEXT to ensure a repeat of the same offer is not extended again to the member.
  • Branch, call center or member facing
Automated Fulfillment
NEXT initiates the fulfillment process to expedite delivery of products like credit cards and loans.
  • Accepted offers redirected to application process
Measures Results
Detailed reports provide information to evaluate the effectiveness of promotional efforts and sales initiatives by product offer, presentation, channel and staff.
 
  • Month-to-date, year-to-date, or total-to-date
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