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Custom Member Profile

Custom Features to Meet Your Unique Needs

The enhanced version of the Member Profile includes many great features and options that can expand the amount of information available to front-line staff. To build a buy-up package with custom features and pricing, be sure to contact us today.

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How Can the Advanced Member Profile Work for You?

Let us know what your credit union needs are and how the Member Profile can help your front-line employees. Leave us your info and we will contact you to set up a meeting.

Notes & Alerts

Summarizes any notes or alerts attached to the member's accounts.

Member Contact Info

Shows the member's contact information listed on any of their accounts. Also shows occupation and mother's maiden name.

Credit Score

Pulls and displays the two most recent credit scores from the person record, and displays the paper grade.

Check Transactions

Displays 3 most recent check deposited into the members account.

Digital Checklist

Keeps track of the digital services the member is a part of.

Member Info & Identification

Displays the member's driver's license or ID. Member Address taken from the personal record.

Length of Membership

Calculates Length of Membership based on oldest open date on any share, where the person is a primary owner.

Accoount Type

Groups members transactions and records by account type.

Average Direct Deposit

Checks for an ACH deposit in the last 90 days and displays the average.

Cards

Cards listed in tables separate from share accounts.

Loans

Loans listed in tables separate from share accounts.

Member Profile PLUS

Explore the latest version of our Member Profile, designed to make key account details, activity, interactions, and opportunities easier to find and act on.

Member Info

Shows your member's ID, personal info, credit score, recent transacitons, length of membership, and digital services all at a glance. Perfect for quick data validation.

Notes and Alerts

All automated and manual notes that will be beneficial for your staff will appear in the with timestamps.

Account Details

 Quickly review the account's balance, available, balance, average balance, open date, and ownership information in one simple view. 

Transaction Snapshot

Review recent deposits, withdrawals, transaction categories, and transaction sources in a visual summary. This gives staff a quick way to understand recent account activity and spot patterns without sorting through every transaction first.

View the Accounts

Quick snapshot of account balances.

Card Info

View the member's debit and credit card information at a glance.

Interactions & Opportunities

View recent interactions and opportunities tied to the member profile, helping staff follow up consistently and keep service conversations connected.

 

Ready to learn more?

A member of our team would love to schedule a meeting to show you our member profile in action.

 

CONTACT KEY CUSO

More Information

Feel free to reach out to one of our CUSO staff members for more information on this, and other services we offer.

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