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.
*Dependent on if launched within 3 months of effective date.
$80 / month administration
$2.50 per call, with a minimum of $25
or 90% of your previous six months
average, whichever is greater.