Posts tagged member relationship
If you’ve been reading some of my writing, you already know that I’m big into old ‘adages’ and ‘clichés’. This one is pretty obvious – the adage being ‘the icing on the cake’. A quick investigation into the meaning and background of this phrase confirms what we all think it to mean, something along the lines of: ‘An additional benefit to something that is already good’.
As a side note, I’m not quite sure why I rely on these old phrases except that I do find them generally to be pretty darn accurate. Usually offered up by
older wiser, more experienced folks in various life situations, they tend to be based on a collective body of experience that is truthful, honest and sometimes all too direct.
For example, while writing this article another vision about a similar adage (it involves cake too) comes to mind. I can still see my grandmother saying while sternly looking over her glasses and down her nose at me: “Michael, you can’t have your cake and eat it too.” I really have no idea what that means … guess I’ll need to investigate it a bit further.
But let’s get back to the icing on the cake … or rather … the question of having your icing without the cake. (more…)
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.”
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…)