Xtend Audit Link and Call Center Services have teamed up to assist credit unions in establishing and executing best practice solutions for dormancy in membership.
The objective of the two part dormancy program is to financially re-engage members with productive financial relationships and reduce the amount credit unions escheat to the state.
- Clean Up – Analyzing and removing appropriate accounts from dormancy
- Follow Up - Dormant members re-establishining their financial relationship with the Credit Union
Using the powerful tools of CU*BASE and the knowledge of the Audit Link and Call Center Teams, Credit Unions experience the reduction of escheat rates for dormant accounts. Sales Trackers, Member Survey Tools and Reporting allow partners to participate every step of the way.
Click to view the PowerPoint and find out more about Xtend’s solution to Re-Engage and Reduce Dormant Members.
