The historically important employee-member relationship is quickly disappearing due to the increase in online banking. Your question becomes, “How can I maintain my customer relationships and competitive edge?”
The solution is a personalized online customer experience. Through Sharetec’s target marketing approach, each transaction a member makes is analyzed to determine his or her hobbies, activities, life events and credit union product mix. These transactions are given tags called Key Lifestyle Indicators, or KLIs. Based on the unique blend of KLIs assigned, each member is presented a mix of qualified credit union offers that are specifically targeted to his or her needs and interests.
The result is a much higher product penetration for members, because you will get the right message to the member – at the right time.