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Always member ready |
Positive Professional
Impression |
The Summit Branch Suite, the easy-to-use browser
interface for Spectrum, provides a comprehensive view of each member’s
relationship with your credit union. With this detailed information
readily available, the front-line, contact center and member services
staff are well-prepared to provide your members with quality, personal
service.
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- Comprehensive member view
- Links to business services
- Enhances personal service
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Member Profile |
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Your staff can efficiently serve each member. A
comprehensive view of the member’s financial
relationship, including account balances,
history transaction details, previews of contact
information and a potential next product to
sell, is displayed on one member profile screen. |
- Member-centric views
- Displays on single screen
- Quick search
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Validate Member Identification |
Quickly scan and store signatures, photos and
driver license or military ID images for fast positive identification
from the member profile screen. Co-signer information may also be
included.
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- Fast positive ID
- Scan and store signature and photo
- Quick retrieval
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Fast Account Opening |
The new account wizard complements the
workflow processes preferred by your staff. With the wizard, opening new
accounts is easy and efficient. Operational and compliance requirements
are fulfilled as the account is opened. Prospective members can be
pre-screened through an automatic reference to OFAC and credit bureau
checks.
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- New account wizard
- Ensures compliances
- Timesaving efficiency
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Sales and Marketing Tools |
One-to-one marketing capabilities include product recommendations, offer
tracking, and scripts that guide your staff through the sales process.
Sales referrals are easily tracked through closure.
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- Product suggestions
- Tips and scripts
- Sales tracking
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Role-based Access |
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Intelligent role-based access capabilities of the Summit Branch Suite
automatically display work related screens and information appropriate
for each individual’s position or role in the credit union. Access may
be designed based on the credit union’s organizational structure. |
- Matches employee jobs
- Ensures security & privacy
- Based on your organization
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Links to Documents and Brochures |
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On-screen links give your staff near-instant access to credit union
product and services collateral, and disclosures that can be easily
printed for the member. With TrueImage, an optional Summit solution,
reports, statements, teller receipts, and electronic signatures are
real-time accessible. |
- Prompt on-line access to collateral and disclosures
- Quick print capability saves cost
- Real-time access
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