Service info
A meeting and discussion of your regular calls, with a demo and discussion of the Wrap Up Code technology in CU*BASE, configuration of Wrap Up Codes, and complimentary configurations. Includes an overview of related analytics and how to gain actionable insight in use.
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How it helps
Track the reasons your members call and learn more about your credit union’s callers to improve your phone support operations and marketing programs. This consultation will help your credit union implement Wrap Up Code processes.
Deliverables
Wrap Up Code configurations and accompanying configurations in CU*BASE. Includes a demo of the technology & related technology.
One-time fee:
$800
Note: Any ongoing fees or recurring services will be quoted per-request.
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