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KNOW YOUR MEMBERS
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Member understanding, or member insights as we call it, is the key to driving business. If you don't know what your member is doing when they leave your credit union, or if you don't know their plans for their financial future, then you really don't know your member. Brightleaf powered by Simplifi® helps you unlock the mystery to your member. Where else do they have loans or credit cards? What interest rates are they paying? What are their goals and when do they want to achieve them? All of these questions are answered with Brightleaf.
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Your member uses Brightleaf to create a Personal Financial Plan, which they can track against a complete and robust Account Aggregation service. Armed with this new-found knowledge, you can specifically target, now and in the future, those members that need: refinancing, a better credit card rate, or an emergency savings fund.
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Brightleaf is truly the path to member insight.
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"Just a great tool. It helped me see where I stand and what I need to do to accomplish my goals."
- Member
Credit Union in Madison, WI
"I like that you have contact information so users can get in touch with someone to review how to proceed."
- CEO
Credit Union in Washington, DC
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• Learn more about BrightLeaf's solutions
• Watch a live demo of BrightLeaf's tools
• Ask questions and see case studies |
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