Imagine if each time an employee consults with a member, they could review a list of the decisions that member has already made regarding a specific product or service. For example, have they applied for a credit card? Have they received a debit card application or an e-statement brochure? Do you find that members were presented information by one person on Monday and the same information by another associate on Wednesday?

The CU*BASE^® Cross Sales and Next Suggested Product features designed by CU*Answers, a 100% credit union-owned CUSO, lead member service employees through a service discussion with each member. “By helping staff meet the member’s needs effectively while tracking responses and progress along the way, the member’s satisfaction level increases,” says Julie Gessner, sales administrator and CU*BASE marketing programs expert. An additional benefit of utilizing the CU*BASE Cross Sales program is that by having the ability to provide a quality member service experience that is on time and on target with the needs of the member, the propensity for staff to utilize the program also increases. “It’s a win for everyone,” adds Gessner.

To learn more about CU*Answers or the CU*BASE Cross Sales and Next Suggested Product tools, contact Julie Gessner, 800-327-3478 x131 or jgessner@cuanswers.com.