A Member Services Platform with a 360° View
“Other core systems offer you piecemeal third party products and try to make them work within their systems. It’s much more advantageous if the features are developed from the inside out. The system operates better and allows our staff to provide the fast and efficient service our members expect.”
– Rick Haas, CEO, Promedica FCU
- OPEN ACCOUNTS EFFICIENTLY
FLEX provides a work-flow driven new accounts platform that allows you to integrate credit bureau, ID check, QualiFile®, red flag and other options without requiring separate systems or duplicate entry. Save work to be completed at a later time or allow members to open accounts online.
- 360° MEMBER VIEW
FLEX delivers all member relationships from a single screen. No need to drill down or layer windows. All services including shares, loans, certificates, IRAs, and HSAs along with maintenance for each are in a single location.
- SALES MANAGEMENT
FLEX offers built-in sales management that allows critical information to be delivered to front-line staff. From credit report integration to credit union products you can track member behavior and staff involvement.
- MANAGE ALL CHANNELS
From ACH distributions to loan applications, the FLEX member services platform connects staff to your member’s most critical questions. Even if your credit cards are not hosted on the core system, FLEX provides instant access card information without requiring a separate connection.
- SHARED BRANCHING
Both Issuing and Acquiring are part of the FLEX core. No need for third-party shared branching software. FLEX has a built-in platform which connects directly to the shared branching service centers.
- REAL-TIME CARD INFORMATION
Your members expect you to have answers to their questions about card transactions and payments. They don’t want to login to a separate system or call a number that doesn’t belong to the credit union. Give them access to what they want through FLEX.