As branch transactions continue to decline, the expectation of many in the industry is that the role of the still large number of credit union branches will shift to an advisory function. One of the pillars of good advice is knowing exactly why the member has visited your branches in the past – their visit history.

Of course, this knowledge can be obtained via expensive and complicated CRM systems, but we feel that we offer a much easier and affordable solution as part of our Better Lobby platform: our Visit History link which provides a complete visit history for the individual being served with just a single mouse click!

Key Takeaway: the Visit History feature helps deepen relationships by demonstrating a knowledge of the member’s history and needs, and that the CU is in “command” of member information.