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Summarizes account information in a single screen.
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Summarizes the current relationship with the member.
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Is color coded to highlight important information at a single glance, which can be expanded to give detailed information.
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Includes Credit Unions defined fields parameter driven products.
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Provides access to the Financial Services Summary.
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Provides tracking for CU defined information.
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Provides scheduling for follow up.
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Can initiate a printout for the member to summarize the product information.
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Can initiate a scripted FM to open the product if the member makes the decision immediately.
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Is designed to use the resources of each PC rather than the Risc system or the network.
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Pre-selects products for presentation based on Credit Union parameter definitions.
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Highlights current promotional items.
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Expands features and benefits page to help the user inform the member on the product.
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Expands to provide the user with notes on previous member contacts regarding encounters on products.
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Tracks the outcome of the member contact.
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On demand Rep Gen use to define product parameters.
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On demand Rep Gen use to define pre defined notes.
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Totally contained within Episys so that Scripted FM On Demand, or Symform documents may be run at the end of the contact.
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Easy to implement.
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Fast performance.
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Feature and benefit pages updated in HTML.
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Integrates with Credit Union repgen handouts.
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Integrates with CU scripted FMs.
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Enhances Members Initiated and Credit Union initiated contact.
- Report features. Click here to see MCS report features.