In the quest to create and maintain a proactive sales and service environment, one thing is certain: you must have the ability to view and truly understand your relationships with your existing and prospective members. After all, these relationships are your most important asset, and every interaction is a golden opportunity to attract new members, increase loyalty and grow your credit union.

MISER^® Branch Automation was designed to give you this comprehensive view. The system’s robust and intuitive workflow management tool allows you to build multi-step workflows that lead users through a process of steps, much like the wizards found in Windows^® applications. At any time your representatives can view all the tasks assigned to themselves, their staff and their team, and they can re-assign them as necessary.

• Contact management – This powerful branch automation solution also includes a centralized database that allows you to store complete information about all your contacts. Each time a member interaction takes place, a contact history record is created, stored and available to everyone in the institution.
• Referral management – This built-in component makes it easy for your employees to act on opportunities when a member expresses interest in a product or just appears to be good prospect. Users can generate referrals, assign and re-assign them to individual users or teams and add notes along the way. Further, the system includes a tab that allows individuals or teams to view and manage referrals that have been received, sent and completed.
• Prospect management – Also built in is an efficient and easy-to-use tool where potential new members can be stored and targeted for future marketing campaigns. Users can pre-set follow-ups.

MISER Branch Automation is an integrated component of MISER's member contact and business intelligence capabilities that also include:

• MISER Business Intelligence, which provides a full array of executive-level, financial, channel analysis and credit risk reports;
• MISER CRM, which helps you progress sales from inception through closure using its built-in campaign management and objectives management components.