Adapt to COVID-19 with This Credit Union Remote Member Kit

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credit union remote working tools


credit union remote meetings tool


Member Video Calls

Direct video communications support the growing need for marketing, sales, and service teams to work remotely. Video calls enable convenient peer-to-peer (P2P) connection to members and teammates, directly from the Remote Member Kit.


credit union meeting scheduler



Quickly and easily arrange service meetings with ScheduleOnce. This powerful meeting and appointment scheduler links to your personal calendar to easily set up member appointments, group meetings, and one-on-one calls.


credit union chat bot




Connect to members 24/7 with chatbots that help with site navigation, sales, and customizable chat workflows that can trigger marketing and automation sequences.




credit union social media posting platform



Social Media Manager

Manage multiple platforms from one simple dashboard. Schedule social posts, measure engagement, track analytics, and automatically trigger marketing outreach based on member activity.




credit union content and event planner



Content Calendar

Schedule, view, and edit your marketing materials in one place. This at-a-glance view helps your team optimize its content strategy to ensure consistent engagement.




Marketing Automationcredit union email scheduling tool

Expand your presence with a powerful automated email marketing platform. Present relevant offers and behavior-based nurturing sequences to existing and prospective members.


Drag-and-Drop Email Builder

Design attractive and compelling emails with a simple drag-and-drop builder. Create branded templates in minutes to use for your your favorite campaigns.



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