Relationship Management

Use MEMBERworks Technology to Energize your Member Relationships!

MEMBERworks is an easy-to-use, award winning member care platform that is designed specifically for credit unions. Staff users from all areas – not just the front line folks – will appreciate the intuitive feel and common sense approach deployed within the solution.

The suite includes several tools that focus on sales, service and efficiency that together give your staff the information and capability at their fingertips that they need and want to be successful serving your members.  Mix and match tools to build a solution that suits your needs.

MEMBERworks Sales & Service Platform

Increase Member Loyalty

Loyal members have you first in mind for their financial needs.  MEMBERworks helps you build loyalty with tools that help staff be Smart, Fast & Accurate.  Key components include Contact Management, handling Service Requests and having Financial Snapshot info at your fingertips.

Drive Cross Sales

You want to expand services with each member?  Make it easy for staff to offer solutions targeted to them individually.  Give your team the tools that allow you to manage the talking points for each product you have – and the confidence to know if someone has already talked to the member about this offer.

Promote Self Service

Use MEMBERworks technology to extend your service window around the clock.  Members can choose to request services on their own time and schedule from the comfort of their office, home or mobile device.

Operate Efficiently

Being competitive in today’s financial market means you have to leverage your team with the advantages of technology.   Many normal processes in your average financial institution are still full of manual and repetitive tasks. Unleash the productivity of your staff with one of fiVISION’s Workflow Automation tools. Free your team up to focus on the exceptions and your members and let  technology perform the repetitive checks and activities.

Read about our views on the importance of technology in the operating effectiveness of banks and credit unions in these two opinion articles:

Use Technology to Grease Operations in Tough Times            Bingo. Bango. Bongo.

To learn more about how MEMBERworks can make you Smart, Fast & Accurate select one of these options

Visit our MEMBERworks FAQs
Schedule a private demo
Get a quick estimate
Take a test drive
Contact us

Be Smart. Be Fast. Be Accurate.
Use MEMBERworks.

Go to Top