Credit Union Package for Creatio
by Solutions Metrix
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The Credit Union Package revolutionizes how your credit union interacts with its members. Designed to optimize key operational areas, it leverages automated workflows and pre-built templates to significantly reduce manual tasks and empower your team.
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Overview

Product overview

Product description

How You'll Benefit:

  • Efficient Service Management: Effortlessly track and resolve member inquiries from phone, email, and chat using over 30 pre-configured workflows, leading to faster resolutions and happier members.

  • Actionable Member Insights: Automatically collect and analyze member feedback through surveys, providing valuable data to identify areas for improvement and monitor satisfaction trends.

  • Strengthened Member retention: Proactively monitor member satisfaction levels, identify potential attrition risks, and automate personalized communication to foster lasting loyalty.

Key Capabilities:

  • Automation at Your Fingertips: Pre-built workflows that minimize manual intervention and accelerate critical processes.

  • Unified Communication Hub: Seamlessly manage member interactions across all key communication channels.

  • Insightful Feedback Loop: Tools for collecting, analyzing, and acting upon member feedback.

  • Proactive Retention Engine: Monitor satisfaction and automate personalized outreach to at-risk members.

Key Features

Guided Member Workflows

Presents staff with a clear and sequential flow of actions to follow for each workflow, ensuring consistency and reducing errors.

Unified Member Profile

Consolidates all member interactions, account details, loan information, service requests, communication history, and digital engagement into a single, easily accessible view. No more sifting through disparate systems!

Unified Authentication Framework

Acts as a single point for managing and enforcing authentication policies across all member-facing channels (branch, In-Person etc.). This ensures consistency and reduces complexity.

Categories

Category
Core banking

Industries

Industries
Banking and Credit Unions

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid

Compatible with Creatio

Version
8.2.2 and up

Pricing

Monthly
Annual
Standard
$ 19.00 user / month
billed annually
Description (Formatted)

$228 per user/year

To use the Credit Union package, you need to install

  • the Psiog DocuSign integration for the Creatio marketplace product. Configuration and fee for the DocuSign service are not included in the Credit Union Package;

  • the Popup element in business processes product from the Creatio marketplace.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Installation

Compatibility notes

Compatibility notes

To use the Credit Union package, you need to install

Product compatibility

Financial Services (customer journey)

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.2.2 and up

Versions

Versions history

Version
Compatibility
Release date
1.0
8.2.2 and up
13.05.2025
Release summary
Initial version

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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