CD & Money Market Call Reporting
We’ll evaluate the impact of calls made regarding your CD and money market account services, 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 services.
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 services, 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.