Better Branches CUSO Launches New Basic Contact Management Solution

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Better Branches LLC, a San Francisco-based CUSO, today announced the release of a Basic Contact Management solution for credit unions built on their Better WorkGroups platform. Its goal is to enable staff to deliver superior service with each service touch, elevating service standards to a level that builds trust, increases sales, and encourages referrals. The solution is designed to improve staff collaboration by filing records of past service events by member name and date in a centralized location, providing an enterprise-wide view of member contact history.

Better Branches LLC, a San Francisco-based CUSO, today announced the release of a Basic Contact Management solution for credit unions built on their Better WorkGroups platform. Its goal is to enable staff to deliver superior service with each service touch, elevating service standards to a level that builds trust, increases sales, and encourages referrals. The solution is designed to improve staff collaboration by filing records of past service events by member name and date in a centralized location, providing an enterprise-wide view of member contact history.

Rick Poulton, President of the Better Branches CUSO, believes a basic contact management system can make a significant impact on overall member satisfaction and retention. "A contact management solution should help staff collaborate to serve members in a timely and efficient manner," says Poulton. "It provides an opportunity for all staff members serve together as one. If the member makes an initial contact with one staff member and later follows up with another, the second staff member can pick up exactly where the first staff member left off. Members appreciate knowing their requests are consistently heard and understood - regardless of who fulfills their request."

At a time when many credit union expense budgets have been frozen or cut, Better Branches was initially approached by several operations managers seeking to do more with fewer resources. The Basic Contact Management solution resolves this challenge by shortening the time required to serve a member, improving staff accountability, and reducing the need for management intervention--all while improving member satisfaction.

Basic Contact Management is a highly affordable, easy-to-implement alternative to a full-blown CRM system. "Large and small credit unions can typically afford and quickly deploy our Basic Contact Management Solution," says Poulton.

Better Branches offers a variety of software and consulting solutions designed specifically for the needs of credit unions. To learn more, visit http://www.betterbranches.com or call (866) 444-8344.

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Rick Poulton