Branch ST Outbound Calls
Product info
Outbound calls made to members, to promote self-services, loan offers, offer assistance, and more. Includes triggered calls:
- New Member Welcome & 30-day followup (setting up Online Banking and other services).
- New Loans & 30-day followup (thanking the member for their business, answering any related questions, payment setup, etc).
- Invalid Email (verifying email addresses)
- Email Opt-Out Request (verifying opt-outs and giving info about self-service options)
How it helps
Branch ST helps members be aware of your credit union’s available products, services and offers.
One-time fee:
$1500*
*Dependent on if launched within 3 months of effective date.
$90 / month administration
$2.89 per call, with a minimum based on asset size or 90% of your previous six month average; whichever is greater.
Minimums by Asset Size:
Up to $300M $30
$300M & above $55