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Mike Lawson
DML Communications
760/753-5943
Truliant FCU and Digital FCU Use fiVISION’s
Cross-Sell Module to Meet Member Needs
INDIANAPOLIS — March 26, 2009 — To better understand and meet the financial needs of its members, Truliant Federal Credit Union ($1.1 billion; 181,191 members; Winston-Salem, NC) and Digital Federal Credit Union ($4.4 billion; 370,309 members, Marlborough, MA) have implemented a cross-sell module from fiVISION. Digital has already started using it (since 2007) and Truliant will go live in a few weeks. Both credit unions will use the cross-sell module to provide their staffs with yet another tool that can recommend solutions to meet their individual member needs and recommend additional products online directly to applicants (self service) while becoming members of the credit union.
fiVISION’s cross-sell module is integrated within its accountWORKS account opening platform, and alerts credit union staff if a member qualifies for a certain product while opening a new account or membership. As a result, Digital FCU received an impressive 12.3 percent acceptance rate last year on product offers made via fiVISION’s cross-sell module.
For Truliant, fiVISION’s cross-sell module is adaptable, allowing the credit union to mold its “meeting member-owner needs” philosophy into the product.
“The decision to implement fiVISION’s cross-sell module was less about the issues we face and more about finding solutions that meet the needs of our member-owners,” states Donnie Peaks, deposit services director for Truliant Federal Credit Union. “We understand that there are many expressed and unexpressed needs in our communities and this is another tool to help us recognize those needs and recommend solutions for members to enhance their financial lives.”
“We’re excited about Digital FCU’s impressive results from using our cross-sell module and that Truliant has signed up to implement it as well,” explains Mike Winter, President of fiVISION. “Donnie Peaks is exactly right about creating products and services that help meet individual member needs. This practice only makes credit unions more valuable to the member. And that’s our mission – to develop products and services that will enhance a credit union’s already stellar service, making it that much more valuable. In today’s economy, this mission must be met time and time again to attract and retain more members.”
About Truliant Federal Credit Union
Truliant Federal Credit Union is a not-for-profit, financial institution that provides affordable financial services to its member-owners. Truliant was chartered in 1952 and now serves more than 181,000 members and has 25 member financial centers in NC, SC, OH and VA. For more information on Truliant Federal Credit Union, visit www.TruliantFCU.org.
About fiVISION
fiVISION provides technology platforms that enable enhanced member service and sales for credit union clients through its flagship CRM product memberWORKS and accountWORKS member enrollment solutions. For more information, contact fiVISION at 317.612.3350 or visit www.fivision.com.
Contact Information
Mike Lawson
DML Communications
DML Communications
760-753-5943
mike@dmlcommunications.com
