SAFE Credit Union won the CUNA Technology Council's 2005 Best Practices Award for Sales Management. The award was presented during the CTC's Annual Summit in San Diego. SAFE received the Sales Management Best Practices Award for its newly designed New Account Process automated system environment that manages member information and creates personalized product offers based upon member data. SAFE's New Account Process met CUNA's Best Practices criteria for effectively managing the member information database to create, deliver, and fulfill product offers. Since implementation a year ago, SAFE's New Account Process has helped reduce member wait time to two minutes from eight, and products sold per member to 2.35 from 1.9. SAFE's New Account Process is available for purchase from Better Branches, a SAFE-founded CUSO in partnership with The Poulton Consulting Group, and Performance Systems International.
For info: Rick Poulton, President of Better Branches at (866) 444-8344.
