ACS Console-Specific Auto Invocation
In order to maximize the potential for cross-sell opportunities, Episys® offers the functionality to automatically invoke the Account Cross Sell (ACS) specfile upon entering an account. While this works well for tellers and member service representatives, support and operational staff may not have a need to see the ACS screens every time they key in an account number.
Running Dog has developed a solution that allows individual users to ‘toggle’ the auto-invoke feature for ACS at their consoles. By running a simple demand specfile from any account, a user can control whether or not ACS will launch when entering an account.
Customized Tracking by Product, Service, User, Branch, and ACS ‘Action’
Running Dog can customize your ACS system to track the offers and actions made by staff members and report on them at any level. Branch managers can use ACS performance reports to monitor, coach, and reward staff members based on their cross-sell activities. Upper management can view reports that reflect cross-sell performance at the institution level.
ACS Integration with MCIF System
If you have an MCIF system that you use for target marketing, the output from that system can be integrated into ACS to increase the response rate of cross-sell offers in Episys®. Running Dog can assist you in utilizing your MCIF system to maximize the success of your member service representatives ACS efforts.
Scripted FM Launched from ACS to Streamline Fulfillment of Accepted Cross-Sell Offers
Automate file maintenance such as share creation and preapproved loan application setup using subroutine specfiles. Member service representatives can have the ability to complete the sale using on-screen prompts that flow directly from the ACS interface.
Customize Frequency of ACS Offers to Members
The credit union can determine how frequently to offer products and services to members and prevent declined offers from being presented for any period of time. This functionality allows you to track the history of offers and their results at the member level and set thresholds for when a declined offer will be re-presented in the future.
Refer Members to Other Departments for Follow Up on an Offer
Running Dog can configure and customize the ACS system to refer members using email and/or reporting. Other departments or staff can be prompted to follow up with a member for fulfillment or next-level service inquiries.
Online Skip-A-Pay Invitaiton, Acceptance, and Processing
Offer your Skip-A-Pay program online and allow your members to "skip it" themselves. Our custom Skip-A-Pay programs can process the entire transaction, including collection of fees.
Online Share Creation and Funding
Allow your members to open and fund new shares online.
Pre-Approval Offer & Acceptance
Running Dog can customize your NTMC system to display pre-approval offers and allow your members to accept them online.
Share Hold Detail
How often do your members call to find out more about funds on hold? Reduce the number of calls you receive by offering share hold details with the click of a mouse.
Secure Messaging Communications
Are you maximizing your communications resources? Don't just send out post cards. Notifiy your members online when your credit union launches new campaigns or pre-approvals.
Change of Address / Bad Address Notification
Increase your ability to maintain updated member information. Allow your members to update their address information online. With our custom Address Change program, you can even force members to updated address records, and notify member data systems when changes are made. |
