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CU Broadcast: The Dilemma Small CUs face with Ever-evolving Technology

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fiVISION CEO Mike Winter met with CUbroadcast.com’s Mike Lawson to talk about the challenges small CUs face trying to ‘keep-up-with-the-Joneses’ technologically. In the face of a societal trend to offer more and more services online, how do they find the resources to be able to keep their offerings on par with the competition? Take a look at the discussion here …

[vimeo 30533340]

fiVISION Wire Transfer Automation Increases Efficiency

fiVISION has launched a new process automation tool in its MEMBERworks platform to improve workflow and cut workload to process Wire Transfer requests.  The new Wire Transfer Automation module that integrates the process of becoming a new member and getting a loan approval at the same time.  The new module simplifies and streamlines the processes associated with capturing, approving, and sending wire transfer requests from members. This process also has the capability of “auto-approving” a member’s request in real-time while alerting staff to investigate other requests before processing.

The new module, launched initially at Digital FCU ($3.9 billion; 331,202 members, Marlborough, MA) is shaving several minutes off the processing time of each request.  According to Craig Roy, Vice President of Support Services for Digital Federal Credit Union “We process a lot of wire requests – and the automation features in this new module are very smooth, and allow us to focus on the exception items in our daily operations.  It also helps our staff do a better job more efficiently, saving us costs in the long run while maintaining a high level of service.”

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fiVISION Introduces Single Sign On Integration for ‘Screen Pop’

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…)

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