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Know Why Your Members Call

Service info

An in-depth analysis of recorded interactions with members, leveraging Wrap Up Code data in CU*BASE.

Click here for a printable PDF with more information.

How it helps

The more you know about the members who call, the better you can support them. This report shows which members call your credit union and what they have in common. It reveals patterns and provides insight into how you can improve your phone support operations.

Prerequisites

Use of Wrap-Up Code data in CU*BASE.

Deliverables

A full report in PDF format analyzing your wrap up code usage, the members who call, and potential improvements in your member communication procedures.

One-time fee:

$750 for one month

$1000 for one quarter

Note: Any ongoing fees or recurring services will be quoted per-request.

Looking for more targeted analysis? Dive deeper with Phone Optics from CU*Answers Asterisk Intelligence.

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