The Credit Union Package (CU Package) for Creatio is designed to streamline key processes for credit unions, reduce manual tasks through automated workflows and pre-built templates. It simplifies and enhances member onboarding, service request management, marketing campaigns, and member retention strategies, enabling credit unions to serve members easily, efficiently, and responsively. 

Use Cases:

• Member Onboarding: Automates new member enrollment, document collection, and account setup. Ensures a seamless experience for new members.
• Service Request Management: Tracks and resolves inquiries across multiple channels such as phone, email, and chat. Features over 40 pre-configured workflows for faster response times and improved satisfaction.
• Marketing Campaign Management: Supports creation, tracking, and analysis of campaigns for specific member segments. Includes automated email marketing and follow-ups for timely, personalized member engagement.
• Member Feedback and Analytics: Collects and analyzes member feedback through automated surveys. Identifies areas for improvement and monitors satisfaction levels.
• Retention and Loyalty Programs: Monitors member satisfaction and flags at-risk members. Automates personalized communication to enhance member loyalty. 

Features:

• Automated Workflows: Pre-built templates to minimize manual effort.
• Omnichannel Service Management: Handles inquiries from phone, email, and chat seamlessly.
• Marketing Tools: Campaign creation, tracking, and analytics for targeted engagement.
• Personalized Communications: Automated email marketing based on member preferences and behaviors.
• Feedback and Analytics Tools: Survey-based feedback collection and analysis to drive improvements.
• Retention Monitoring: Tools to track satisfaction and engage at-risk members with customized outreach.