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CU-Force is the only “Credit Union specific” CRM that includes an interface that  imports statistical information from your core system.  The interface contains  aggregate share and loan values based on members of active SEG’s.  No member data is accessed during the import process.  Information is dynamically calculated each time for each SEG and all SEG’s as a whole and includes:

  • Penetration Ratio
  • Loan to Share Ratio
  • Average Share and loan balances

This included feature gives you insight into the performance characteristics of your SEG portfolio.

NOTE: CU-Force does  not import, store or track individual member data such as account numbers, names, or other sensitive data.