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MCIF/CRM system?

  • 1.  MCIF/CRM system?

    Posted 20 days ago

    Good Afternoon Everyone,

     

    We recently received "formal" notification that our MCIF partner (Finastra) will no longer be supporting the system that we've had in-place for about 12 years. Our Touche Analyzer will be sunsetting in May 2021. So, we don't have much time to source another vendor, obtain quotes/demos and start the installation process!

     

    Rather than just look at other vendors who might be possible alternatives, we're now looking for something a good bit more robust. Ideally, it would pull data from a wide variety of applications (i.e. Symitar core, MeridianLink New Account/Loan Application system, myCUMortgage LOS, etc.) so that all of our data "pockets" are brought into one place to help us develop a much more complete view of our members based on their relationships with us and possibly elsewhere.

     

    We're also looking at setting up a CRM system as well.

     

    Any chance of bringing all of these pieces together with just one system?

     

    Any suggestions/partner recommendations would be most appreciated!

     

    Debbie Wright
    Product and Service Strategist
    FedChoice Federal Credit Union
    Tel: 301.699.6100 x4480
    Fax: 301-699-6137/6141
    Email: DWright@fedchoice.org
    fedchoice.org
    FedChoice ‑ Altogether Better!
    We Want to Save You Money - Learn More About How We Could Help!
    This message contains confidential information and is intended only for . If you are not you should not disseminate, distribute or copy this e-mail. Please notify immediately by e-mail if you have received this e-mail by mistake and delete this e-mail from your system. E-mail transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. {Display name} therefore does not accept liability for any errors or omissions in the contents of this message, which arise as a result of e-mail transmission. If verification is required please request a hard-copy version.


  • 2.  RE: MCIF/CRM system?

    Posted 19 days ago

    Hi Deborah,

    Hadn't heard this about Touché Analyzer but I'm not surprised. Finastra hasn't upgraded it in years and has a newer product called Fusion Analytics, so I figured it was just a matter of time until they stopped supporting Touché. We've been looking to replace this too but we haven't found an all-in-one solution yet. I do like Marketo for marketing campaigns and automation - you can connect it to some of the systems you mentioned. For analytics and reporting, I like Raddon's predictive analytics product. We looked at CRM as well. We're working on our own Data Warehouse, too. Theoretically it'll bring everything into one place, but this remains to be seen.  But I think, however, short of a core system that comes with all of that - MCIF, CRM - you're going to have to cobble something together from 2 - 3 separate solutions.

    - Matt



    ------------------------------
    Matt Dalton
    VP Marketing & Business Development
    Los Angeles Police FCU
    Van Nuys CA
    800.872.2843
    ------------------------------



  • 3.  RE: MCIF/CRM system?

    Posted 19 days ago

    Hi Matt,

     

    Thank you for responding to my post.

     

    I did some research yesterday into various systems that we could consider based on additional comments that I received through the CUNA and NAFCU listserves that I also participate in.

     

    Core iQ from Onovative appears to provide the best of both worlds – MCIF/CRM/email and pulls together third-party data sources - https://www.onovativebanking.com/marketing_software_for_banks_and_credit_unions.html

     

    It might be worthwhile for you to take a look at it as well.

     

    Our checks supplier, Main Street, apparently just acquired Onovative in August. Curious to know more about their partnership.

    Debbie Wright
    Product and Service Strategist
    FedChoice Federal Credit Union
    Tel: 301.699.6100 x4480
    Fax: 301-699-6137/6141
    Email: DWright@fedchoice.org
    fedchoice.org
    FedChoice ‑ Altogether Better!
    We Want to Save You Money - Learn More About How We Could Help!
    This message contains confidential information and is intended only for . If you are not you should not disseminate, distribute or copy this e-mail. Please notify immediately by e-mail if you have received this e-mail by mistake and delete this e-mail from your system. E-mail transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. {Display name} therefore does not accept liability for any errors or omissions in the contents of this message, which arise as a result of e-mail transmission. If verification is required please request a hard-copy version.