Dynamic Messaging Manager

Open Solutions’ Dynamic Messaging Manager allows the transmission of action messages and the collection of response information across multiple distribution channels, throughout the interaction and transaction process. Personalized messages are delivered directly to the member during key interactions they’ve initiated. It’s the difference between reading member reports and having real exchanges with your members.

Person Pop-Up
This advanced feature allows your credit union to set rules defining the real-time distribution and receipt of messages throughout your entire organization. The Person Pop-Up feature lets you:

• Interact with your front-line employees from their transactional environments
• Direct plain-language messages to employees as they interact with your members
• Deliver reminders or offers to members through Open Solution’s online banking channel
• Return responses and information, real-time, to the employee responsible for fulfillment
• Track message deliveries and response records for reporting purposes

Messages are delivered in real-time, targeting individuals who reside in the core transactional database. These messages can be displayed and delivered on screen automatically when a member record is accessed, or whenever an account is accessed for which an owner has active messages.

Benefits

• Create member intimacy by notifying employees, during interactions, about important member preferences/information (e.g., how the person would like to be addressed, is there a preference for large bills, if the member is a board member, etc.)
• Reduce risk by notifying members about past-due loan payments or negative deposit balances
• Boost response to targeted sales by providing timely and relevant offers to members as they interact with your credit union
• Direct member responses to the employee responsible for service fulfillment, real-time, via tickler notes or email

Features and Functionality

• Information-only or request-response message options
• Reports on messages created/delivered/responded to
• Forward message responses (via ticklers or emails)
• Security to create messages and restrict delivery channels
• Target messages by channel within the core applications, exclude by terminal
• Dynamic Messaging creation options: manual to one person, manual to a group of persons, cycled job and import from file (MCIF, Profitability, Collections, Core, etc.)

Interactive Management Center (IMC) |  ActivityManager  

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