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The CU Force CRM Differance

The CU Force CRM Difference

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 within each company. It can't be used to manage interactions with members like marketing etc.