Module





Products and Services Module

(winner of Credit Union Journal Best Practices Award for 2006)

Designed in conjunction with Financial Institutions, the Products and Services module enables employees to store, manage, and retrieve information about products like checking accounts, auto loans and credit cards within the Portal.


  • Module Highlights

    • Award Winning

      The Products and Services Module, winner of multiple industry awards, streamlines the way employees reach product information.

    • Product Snapshot

      Display product information, promotions, procedures, related documents and much more in a single screen.

    • Product Accessibility

      Browse all Products and Services directly from your Headquarters or search product names and keywords.

  • Included Islands
    • Besides an individual product snapshot for each of your products and sevices these are the included islands.

      Product Comparison

      Compare several products by their features and present their data on any Portal page. Information for many products can be edited from one consistent area.

    • Product and Procedure Search

      Product name, categorized FAQs, promotions, related products, documents, and features can be searched for each product! Search procedures stored in the module to retrieve step-by-step instructions.

    • Contact Experts

      Access to expert information is made easy. Contact employees by product expertise.

  • Buying info
  • Case Study

      • Click here to view a PowerPoint presentation Case Study »
        The development of the Products and Services Module has helped Educators Credit Union to achieve their strategic drivers.
        • Dominate in the service experience
        • Differentiate in the market by educating and advising members
        • Competing in product, price, convenience and access.
        By having product specific information at their employee's fingertips in an organized, consistent and clear format that is easy to navigate, ECU employees are better able to assist members.