The AnswerBook was developed specifically to make it easier for credit unions to better educate and serve their members. A side benefit of providing outstanding member service and ensuring that members are educated and in control of their financial well-being is increased loyalty and greater product and services usage. However, unlike CRM applications, the AnswerBook is not focused on directly increasing sales -- a good thing, we think, and a philosophy that is sure to be embraced by your members.

Credit unions often enjoy member loyalty that is the envy of many other financial institutions. However, member loyalty must be earned every day or it can quickly be lost. With that in mind, the technology behind AnswerBook will continue to evolve based on member and credit union feedback to ensure that together we extend an offering that consistently builds loyalty and allows you to become closer to the needs of each individual member. The AnswerBook is already a mature and robust offering, but represents a child relative to what we expect it to become. We hope that you take the journey with us!

AnswerBook Benefits: 

  • Increases the quality and efficiency of your member support.

  • Provides a central place to retain information about products, services and internal procedures

  • Ensures that all staff are on the same page and that member inquiries are answered consistently, promptly and accurately from all support channels by all staff

  • Helps you educate members by providing the fundamental financial information and tools they need to make more informed decisions and improve their financial well-being

  • Lets your members gradually acclimate to your online channel at their pace

  • Stimulates the adoption of your online channel by members who do not yet utilize your online banking

  • Provides a secure, convenient, 7/24 support alternative for your members

  • Provides great ROI for you

Take a look at an AnswerBook screen shot to get a better sense for some of what it has to offer.  We utilize AnswerBook to support you on our own site!