Technology Services

Wow Your Members with ACSJ and Other Episys Tools

05/03/2018 | 9:30 am - 11:00 am ET
Level: Intermediate
Location: Webinar
Category:
Technology Services
Cost: $119 per registered attendee; FREE for credit unions with an Education Subscription
Contact: Synergent Learning Center at LearningCenter@synergentcorp.com

Wouldn’t you love to wow your members at every opportunity?  Be able to efficiently cross-sell products they really want?  Greet them by name (or preferred nickname) and ask about their kids and dog?  Join us for this webinar and learn how to put a smile on members’ faces with personal touches you can easily create using tools already in Episys.  In this session, we will cover:

  • Mastering cross-selling using Account Cross-Sell Jumpstart (ACSJ) and affiliated reports
  • Using Outlook Integration to schedule timely follow-ups
  • Creating comments on the account tree to add personal touches for each member
  • Using the Member Fee Manager and other tools in Episys to offer alternatives that will improve member retention

 

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$119 per attendee

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