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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:


*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

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