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

The CU Force CRM application is designed to manage information about your SEG companies and your interactions with key contacts vithin each company. It cannot be used to manage interactions with members, such as marketing, etc.