Successful wealth management offerings begin with gathering a wide range of member data and insights. 

In today's world of hyper-personalization, members are expecting their credit union to recommend products and services based on their unique financial situation. Don't waste marketing efforts with broad, generalized messaging. Instead, use member permissioned data & our next-best-action recommendations to reach each individual member with personalized messaging about your credit union services.

Our analytics platform reports to you valuable, member specific data and insights to empower your credit union to proactively offer targeted products and services.  

​Member-Permissioned Data

As members travel along their wealth management journey with their dedicated financial advisory team, our platform collects structured and unstructured member-permissioned data that would otherwise be inaccessible for your credit union. The data is organized and shared with your credit union through regular reports for no additional cost as part of your wealth management program. This valuable information can be used for better member understanding as well as cross selling other credit union products or services. 

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Take advantage of opportunities just waiting to be uncovered!

Imagine...

​​What if you knew exactly which members were paying too much on interest from a loan at another bank or credit union?

• You could reach out directly and offer to refinance at your credit union's competitive rates!

What if you knew every member who was earning next to nothing on those old savings accounts at some national bank?

• Your team could send a personalized message reminding those members how much the could be earning through the credit union's accounts by consolidating!

What if you knew every members' credit score and their financial life events or goals into the future?

• Your team could identify prime candidates for mortgages, loans, new deposit accounts and even memberization!

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"It’s a clear win-win for the member and the credit union"

Life Events​

Getting married, attending college, buying a home, having a baby, starting a business -- these are all major life events which often trigger distinct financial decisions including deposits, loans, new accounts, or purchases. Our platform identifies upcoming life events based on a member's financial plan and age-based milestones. Your credit union receives all of this information, providing greater insights into your member base and keeping your team informed for effective & efficient decision making. 

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​Credit Score & Loan Data

​Credit data includes real time credit score, debt to income, interest rate, lender, and monthly payment information. 

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• Credit Cards
• HELOCS
  
• Mortgages
  
• Auto Loans

• Student Loans
• Personal Loans
  
• Lines of Credit
  

See the credit score of every member without pulling their credit report or waiting for them to apply for a loan. 

Held Away Accounts

​Receive periodic reports of members' held away assets including balance, institution, interest rate, transactions, and term information. 

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• Checking Account
• Savings Accounts
• Money Markets
• CDs​
• ​Youth Accounts
  

• IRAs
• HSAs
• ​Business Accounts
• Insurance

Next Best Action

Our analytics platform anticipates members' needs based on their current cash on hand, assets held away, debt, expiring insurance policies and key life events such as buying a home or reaching retirement age. These opportunities are routed to your team to allow your credit union to create personalized content and product/service recommendations that strengthen relationships, develop new members, and increase sales or reach growth targets. 

Our advanced analytics and recommendations develop tailored strategies for each member. Navigate their debt landscape, identifying potential savings, and devise an optimized debt management plan. Bring your targeted member services to the next level. The credit union team can use detailed member reporting to highlight potential savings and uncover new opportunities for members.

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