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Member Profile

Key Member Info at a Glance

Provide your front line staff with a quick overview of your members. The right information at the right time for a better member experience.

Base Package


Get started in as little as 3-5 days

Account Features


  • Length of Membership
  • Recent Credit Scores
  • Share balances and Share average
  • Loan balances with payment amount
  • loan delinquencies
  • NSF Count

Services


  • Online Banking
  • eStatements
  • Courtesy Pay
  • Direct Deposit
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Buy-Up Package


Additional options available

Account Features


  • Photo ID
  • Member Contact Information
  • Mother's Maiden Name
  • Occupation
  • Recent Check Deposits
  • Available Share Balance
  • Other Notes and Alerts

Services


  • Free Check Eligibility
  • Membership Eligibility
  • Average Direct Deposits
  • Debit Card Information
  • Scripted Opportunities
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Info included in the Basic Member Profile

member-profile
2.


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

3.

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

4.

Checks for online banking login record with last activity date within the last 90 days.

5.

Checks E-Statement field on account record.

6.

Counts the number of  Courtesy Pay uses in the last 3 months.

7.

Counts the number of NSF items in the last 3 months.

8.

Counts the 3 month average balance for each share account. 2 and 6 month average balance also available.

9.

Checks for an ACH deposit in the last 90 days, on each share account.

10.

Calculates and displays the sum of the DQ payment fields from the loan record.

1.


Member Segment - Can pull Account Relationship from Person or Account Level (Person level in this instance).

How Can the 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.

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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(409) 923-1412
clientservices@keycuso.com

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