OUR INTEGRATED
CRM SOLUTION FOR
CREDIT UNIONS

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OUR CLIENTS

FIND OUT HOW WE CAN HELP

Solution Metrix offers robust credit union CRM solutions and integration services designed specifically for your Credit Union’s unique requirements. We automate your critical business processes and enhance your member experience. How? By configuring your credit union’s CRM to include all your required workflows, integrations, and seamless connections between marketing, sales, member management, and customer service. We’re your go-to partner for hassle-free CRM implementation, integration, and maximized utilization.

MEMBER 360°

Offer a member experience they can’t find anywhere else.

MEMBER PROFILE 360°

Access a complete view of your member profiles to keep track of their journeys, from the onboarding process to a complete follow-up of their referrals. Centralize their information to have complete visibility of products and future opportunities.

INTEGRATION WITH CORE BANKING SYSTEM

Take advantage of integration with your credit union’s core banking system to have a complete and updated member profile with the latest product acquisitions and interactions. (Symitar from Jack Henry & Fiserv DNA is supported).

INTEGRATION WITH LOS

Keep your members’ profiles automatically updated. Accelerate the signing and renewal of loan applications thanks to seamless integrations that reduce processing and response times. (Meridian Link is supported)

HOUSEHOLD MANAGEMENT

Calculate the value of a household by keeping all relationships visible . Benefit from an artificial intelligence component to non-intrusively suggest and upsell the next-best offer based on household preferences.

MEMBER ANALYTICS AND DASHBOARD

Complete visibility of Member’s profitability KPI’s, including transactional data from core banking system.

SALES

Optimize your sales cycles for better results.

LEAD MANAGEMENT

Track and capture your leads from different sources into a unified database, assigning them to the right consultant. Standardize a qualification process and follow-ups to accomplish the best conversion rates of your commercial relationships.

PRODUCT CATALOG

Manage a unified product catalogue with specific characteristics that help you trigger the next-best offer—just at the right time.

OPPORTUNITY MANAGEMENT

Automate the sales process providing visibility to your consultants during the negotiation and onboarding of a new commercial product.

MEMBER ONBOARDING

Automate the account opening processes, including document management and data validation. Optimize approval response times and keep your members always informed about their application status.

NEW MEMBER AND LOAN APPLICATIONS

Simplify and automate the application processes, including verification workflows and approvals, with any of your credit union’s custom policies.

NEXT-BEST OFFER

Increase member engagement by using a machine learning component to offer the next-best product based on members’ interests, location, or history.

INDIRECT AND REFERRAL MANAGEMENT

Increase your member community and conversion rates with automated processes to manage indirect members and referral programs. Analyze real-time KPIs to ensure steady, profitable growth.

CREATIO MOBILE APP

Leverage the Creatio mobile app to provide sales the tools they need to accelerate the sales cycle.

SALES ANALYTICS AND DASHBOARD

Improve and measure the real-time performance of agents and branches by analyzing the defined objectives and key performance indicators.

SERVICE

Become renowned for your fast and effective customer service.

SERVICE TICKET MANAGEMENT

Offer a personalized customer service by capturing all cases and automatically classifying them into specific categories with optimized Service Level Agreements (SLAs). Maintain constant communication with your members and gain invaluable feedback.

QUEUE MANAGEMENT

Assign the right agent based on the nature of the inquiry and ticket routing rules.

AGENT DESKTOP

Improve your agent’s experience, productivity and employee experience by providing a user-friendly desktop with clear visibility of assigned tickets prioritized by resolution times.

SERVICE CONTRACTS

Offer different service levels to each member and simplify the prioritization of their requests.

SERVICE LEVEL AGREEMENTS (SLA) MANAGEMENT

Manage ticket resolution times and prioritization by categorizing tickets with different Service Level Agreements (SLAs).

INTEGRATION WITH THE VOIP SYSTEM

Offer an omnichannel solution that integrates different communication options, including your telephony system.

SERVICE ANALYTICS AND DASHBOARD

Improve and measure the real-time performance of agents, customer service response times and satisfaction levels of your members by analyzing the defined objectives and key performance indicators.