Prescreens
Execute more efficient and effective marketing efforts
Develop targeted marketing campaign lists to build a bigger and better membership. Create and manage lists of prospects or members that satisfy your marketing specifications – and ultimately help you meet your growth goals.
With Prescreens, you can:
Instant Prescreen
Instant Prescreen is an online marketing solution used to determine cross-selling opportunities by automatically qualifying new or existing customers for pre-selected credit offers. Optimize opportunities at the point-of-sale and build customer loyalty by exceeding their expectations with meaningful offers.
Customize Instant Prescreen to fit the unique needs of your credit union
This advanced solution allows you to set your own parameters and automate decisioning rule configurations, thereby limiting subjectivity and streamlining operations.
Instant Prescreen also offers a variety of management reports for you to review on a regular basis, and you'll be assigned a dedicated project analyst with direct line access.
Improve your marketing efforts with Prescreens.