Who is fiVISION?
fiVISION is a technology shop that creates innovative solutions for financial institutions. Some of our stuff is for staff – to enable superb service, sales and efficiency. Other parts are consumer-facing – and give the member or customer greater ability to self-serve with their financial institution on their own time and terms.
5225 Exploration Drive
Indianapolis, IN 46241
317.612.3350.
Account Opening
Make account opening and enrollment Smart, Fast & Accurate with ACCOUNTworks
One of the challenges in today’s environment is making sure your new member enrollment and account opening processes are complete and consistent – and yet easy on your staff and quick for your members. At fiVISION, we worked with our clients to create ACCOUNTworks to specifically address these challenges.
ACCOUNTworks Account Opening & Member Enrollment
All ACCOUNTworks implementations are designed to give you control over your new membership and account opening processes.
This includes helping you determine what information you want to collect and how to set up a decision matrix that incorporates information from credit bureau, fraud and OFAC checks to give you a predictable process.
The fiVISION enrollment and account opening solutions support applications regardless of where they come from - online, in the branch, the call center, or in the mail. The idea is to give you a platform that allows you to open your memberships and accounts the same way throughout the organization.
Make account opening and enrollment Smart, Fast & Accurate with ACCOUNTworks
One of the challenges in today’s environment is making sure your new member enrollment and account opening processes are complete and consistent – and yet easy on your staff and quick for your members. At fiVISION, we worked with our clients to create ACCOUNTworks to specifically address these challenges.
ACCOUNTworks Account Opening & Member Enrollment
All ACCOUNTworks implementations are designed to give you control over your new membership and account opening processes.
This includes helping you determine what information you want to collect and how to set up a decision matrix that incorporates information from credit bureau, fraud and OFAC checks to give you a predictable process.
The fiVISION enrollment and account opening solutions support applications regardless of where they come from - online, in the branch, the call center, or in the mail. The idea is to give you a platform that allows you to open your memberships and accounts the same way throughout the organization.
Relationship Management
Use MEMBERworks Technology to Energize your Member Relationships!
MEMBERworks is an easy-to-use, award winning member care platform that is designed specifically for credit unions. Staff users from all areas – not just the front line folks – will appreciate the intuitive feel and common sense approach deployed within the solution.
The suite includes several tools that focus on sales, service and efficiency that together give your staff the information and capability at their fingertips that they need and want to be successful serving your members. Mix and match tools to build a solution that suits your needs.
MEMBERworks Sales & Service Platform
Increase Member Loyalty
Loyal members have you first in mind for their financial needs. MEMBERworks helps you build loyalty with tools that help staff be Smart, Fast & Accurate. Key components include Contact Management, handling Service Requests and having Financial Snapshot info at your fingertips.
Drive Cross Sales
You want to expand services with each member? Make it easy for staff to offer solutions targeted to them individually. Give your team the tools that allow you to manage the talking points for each product you have – and the confidence to know if someone has already talked to the member about this offer.
Promote Self Service
Use MEMBERworks technology to extend your service window around the clock. Members can choose to request services on their own time and schedule from the comfort of their office, home or mobile device.
Operate Efficiently
Being competitive in today’s financial market means you have to leverage your team with the advantages of technology. Many normal processes in your average financial institution are still full of manual and repetitive tasks. Unleash the productivity of your staff with one of fiVISION’s Workflow Automation tools. Free your team up to focus on the exceptions and your members and let technology perform the repetitive checks and activities.
Use MEMBERworks Technology to Energize your Member Relationships!
MEMBERworks is an easy-to-use, award winning member care platform that is designed specifically for credit unions. Staff users from all areas – not just the front line folks – will appreciate the intuitive feel and common sense approach deployed within the solution.
The suite includes several tools that focus on sales, service and efficiency that together give your staff the information and capability at their fingertips that they need and want to be successful serving your members. Mix and match tools to build a solution that suits your needs.
MEMBERworks Sales & Service Platform
Increase Member Loyalty
Loyal members have you first in mind for their financial needs. MEMBERworks helps you build loyalty with tools that help staff be Smart, Fast & Accurate. Key components include Contact Management, handling Service Requests and having Financial Snapshot info at your fingertips.
Drive Cross Sales
You want to expand services with each member? Make it easy for staff to offer solutions targeted to them individually. Give your team the tools that allow you to manage the talking points for each product you have – and the confidence to know if someone has already talked to the member about this offer.
Promote Self Service
Use MEMBERworks technology to extend your service window around the clock. Members can choose to request services on their own time and schedule from the comfort of their office, home or mobile device.
Operate Efficiently
Being competitive in today’s financial market means you have to leverage your team with the advantages of technology. Many normal processes in your average financial institution are still full of manual and repetitive tasks. Unleash the productivity of your staff with one of fiVISION’s Workflow Automation tools. Free your team up to focus on the exceptions and your members and let technology perform the repetitive checks and activities.