MarketVision

MarketVision’s member-information data warehouse is specifically designed to allow credit unions to learn more about their member/prospect base, products and business lines so they can make sound business decisions and create effective marketing plans. Information, primarily from transaction systems, is further summarized by performing memberization, householding, calculating relative profitability, member value indexing and campaign results. Demographic information is easily added for an even deeper understanding of your market and individual members. This highly detailed information is available for enterprise decision reporting, segmentation and campaign management. Front-line employees and sales staff can use the MarketVision Point of Service component to utilize the knowledge gained from campaigns, householding, profitability and member value indexing to enhance their interactions and manage member portfolios.

Benefits

• One source for member and account information for direct front-office decision support, reporting and marketing uses
• Memberization to eliminate redundancies within the database
• Householding allows a fuller view of your member relationships
• Relative profitability at the account, person/organization, household, product and branch levels allow you to focus on ROI when making decisions
• Member value index allows you to see beyond flat profitability numbers when determining the past, current and future value of relationships
• Campaign response measurement provides a better understanding of the return on programs in order to focus future campaign resources to achieve greater effectiveness

Features and Functionality

• The database design enables easier data queries for creating knowledge about the credit union and its members/prospects
• Create segments for tracking and campaigns
• Set campaigns, manage campaigns and track results
• Front-line employees and sales staff can use the MarketVision Point of Service component to utilize the knowledge gained from campaigns, householding, profitability and member value indexing to enhance their interactions and manage member portfolios.
• Algorithmic and manual householding options to meet both member and business requirements.
• Account, member and organization level reporting

Geographic Penetration Detail

MarketVision – Portfolio Management
The point of service component gives you the ability to instantaneously view relationship, account and promotion information for individually selected members or households. Allow employees who manage member relationships access to the same information utilized by your business intelligence operation for financial decision making. Individual account/member/household views provide extensive relationship information.

MyVision |  ReportWizard  |  ProfitVision

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