Member Business Advisor

When business owners want information on products and services, they expect expert advice. Only relevant questions must be asked and the information captured must be quickly directed to the appropriate expertise at the credit union. If this communication breaks down, members are frustrated and business can be lost.

The Solution – Member Business Advisor

CU Business Group’s Member Business Advisor allows your credit union to create a “virtual business banking branch” on your website. MBA is a web-based tool that ensures a consistent interview and sales process. MBA can be a self-service tool for business members, or a sales tool for credit union staff. MBA guides the member through a “best practice question and answer dialogue” while supplying them with helpful education and advice tailored by the MBA for the particular situation.

Contact CUBG for further information on the Member Business Advisor.