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Posts by fivision
fiVISION has developed an online loan application module that integrates the process of becoming a new member and getting a loan approval at the same time. This consolidated process bypasses all data entry screens, streamlining this task and eliminating the redundant manual inputting of member information – which allows the individual to become a new member and get a loan all in one session without retyping any personal and financial data.
The new module, launched initially at Digital FCU ($4.4 billion; 370,309 members, Marlborough, MA) is replacing an outsourced solution to provide a quicker, enhanced member experience at a reduced cost. According to Diane Richard, Vice President of Consumer Loans for Digital Federal Credit Union “Thirty-two percent of our members do their loan applications online,” Richard says. “So it’s very important that this process works well and is efficient. And fiVISION’s web loan module does just that. Its automation simplifies the whole process for our members by doing most of the work for them.” (more…)
Liberty Bay Credit Union ($529 million; 26,789 members; Boston, MA) has selected fiVISION to use its accountWORKS platform to enhance the speed and seamlessness in enrolling new members (both online and in-person) and open new accounts online for existing members. The credit union, which runs on XP Systems’ XP2 core processing system, will also leverage fiVISION’s Enrollment Cross Sell module to offer additional products the member applicant is qualified for but did not select during the application process. (more…)
fiVISION has developed a “Screen Pop” module that integrates with the credit union’s telephony system to streamline the process of getting a users to the right place in the memberWORKS CRM system without having to re-enter information. This module, which is already in operation at Digital Federal Credit Union with Nortel’s Symposium platform, can be used with any telephony platform that will support interactive CTI (computer telephony integration). It can also be used to build Single Sign On capability with other systems that contain member data. (more…)
fiVISION has signed Advantis Credit Union ($460 million, 35,279 members) based in Portland, Ore., to implement its memberWORKS CRM suite. Advantis will also be the first to utilize fiVISION’s CRM interface to the credit union’s XP2 core processing platform from XP Systems. Advantis will commence implementing fiVISION’s CRM suite and interface in mid-January 2007, starting with the first phase of the project, which includes installing core service and sales modules. (more…)