Better Branches Adds Cross-Sell Service
SAN FRANCISCO – Better Branches LLC, a technology CUSO owned by SAFE CU, has added two services to its Better Lobby product, called Referral and Cross-Sell Activity Tracking.
Referral and Cross-Sell Activity Tracking makes it fast and easy for staff to record, and managers to monitor, referral and cross-selling activities. At the conclusion of each member service event, service representatives simply indicate that they have engaged in cross-sell activity by checking items from a product and services list that is unique to each credit union. Multiple entries may be made and no additional staff input is required.
Reporting is organized by branch and employee for a specified date range, and information recorded includes the date, member name, product, and optionally, the member’s account number. Custom reports are available
Referral Tracking measures referrals made from tellers to platform staff. A referral can be easily recorded at the time the visitor is entered into Better Lobby as the member service representative simply marks, “check if referral.” Automatically, the referral status is displayed in both the Lobby queue and Better Lobby service conclusion notes.