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Call Reporting

CD & Money Market Call Reporting

We’ll evaluate the impact of calls made regarding your CD and money market account products, to see how many members took advantage of these services.

How it helps

Determine if phone calls make a difference to your members’ participation.

Deliverables

A 1-page PDF report detailing the phone calls that were made, and your members’ participation in these targeted products.

One-time fee:

$300

Any ongoing fees or recurring services will be quoted per-request.

Direct Deposit and Checking Account Call Reporting

We evaluate the impact of calls made regarding your direct deposit and checking account products, to see how many members took advantage of these services.

How it helps

Get a better understanding of who and why your members call the credit union; it can improve your internal operations and communications with these members.

Deliverables

A 1-page PDF with a breakdown of your wrap up code usage, the members who call, and recommended action items.

One-time fee:

$300

Any ongoing fees or recurring services will be quoted per-request.

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