CREDIT UNION
Bridging Technology and Trust: Solutions for Modern Credit Unions
We believe that at the heart of each Credit Union lies their commitment to their members. Our technological solutions are designed to reinforce this bond, offering unparalleled insights into member needs, driving engagement through personalization, and ensuring your operations are as efficient as they are secure. Step into the future with confidence.
Enhancing Mortgage Penetration via Member Cross-Sell Strategies
Synergi partners with Credit Unions to enhance mortgage penetration through precise cross-sell strategies. Leveraging data-driven insights and sophisticated analytics, we pinpoint opportunities to deepen member relationships and catalyze growth with personalized mortgage solutions. Our strategy prioritizes portfolio retention while expanding it by identifying members poised for home loan solutions. Synergi's tailored omni-channel engagement fosters active member participation while avoiding messaging fatigue.
Solution to your marketing challanges
360-Degree View On All Members
Integrate and analyze member personas, product affinity and propensity for a mortgage solution using your own centralized data repository and then augmenting it with Synergi’s third-party affiliates.
Omni-Channel Marketing
Learn and understand how your members engage with your content and optimize not only messaging but also channel preference. Build attribution models that are designed to your bottom-lines.
Measure Your Success
Compare your cross-sell efforts to industry standards. Know where and to which competitors you are losing your mortgage market share. Craft a mortgage retention strategy that minimize portfolio drain.
Optimized Lead Generation
Improve Digital Engagement
Maximum Mortgage
Market share
Reduce Tech Overheads Costs
Synergi is a rockstar. Their solutions increased our market cap by 150%."
VP, Consumer Home Lending
370% Increase In Customer Retention
Ditech LLC continued to witness portfolio drain despite building their servicing portfolio through third-party originations and portfolio acquisitions. Multi-channel marketing with heavy investments in technology were not able to stop the bleeding. Irrespective of the management commitment and sales efforts, a volatile rate environment and changing borrower preference, could not improve portfolio recapture over 15%.
INSIGHTS REPOSITORY
Leveraging Data to Build a Direct-To-Consumer Home Lending Unit
A Leading Credit Union, with a large member-base wanted to scale Home Lending D2C operations to increase cross-sell opportunities for mortgages using existing members.
JOURNEY MAPPING
Setting up a Credit Trigger Program for Member Tracking
Increase member engagement for members who are in the market for a mortgage product and offer solutions that would resonate with them.
TRAFFIC ANALYTICS
Tracking Borrower Digital Engagement
Understanding pre-funnel digital behavior to maximize lead opportunity and application conversion.
Explore resources for Credit Union
Frequently Asked Questions
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Synergi is designed to intake all your data and deploy your solutions automatically on AWS cloud. Our specialists will sit with you and map all your requirements. From there on just leave it to us. We take care of all data automation, transformation and deployment needs. Your current IT resources will have to spend minimal time for you to use our solution.
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Yes, Synergi can run on non-PII data. Though it would require for you to append PII information from our outputs to send it to your choice of execution vendors. Sharing encrypted PII saves you that effort.
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We offer standard integration with other banking and lending related platforms. Deployment times differ based on the vendors ability. If you are currently using any database management platform for your overall Credit Union needs, we also offer Data Migration Services for you to import relevant information from other sources to your Synergi Platform.
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Premise of Synergi is that each lender is unique and therefore their requirements are unique. We never offer generalized universal models for you. Looking at your data and your performance each model is customized on your dataset. Our ability to make our models learn on industry data help you reduce the time needed for model training.
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Yes, you can create marketing content on Synergi. Having said that you will only be able to use the marketing content, whether it is blogs or personalized emails, once your compliance has approved of the messaging. Synergi offers a multi-user platform with possibility of users from compliance participating and they need to approve content before publishing.
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The User Interface for Synergi was designed to be intuitive and easy. As long as you know the basics of using a web browser you should be able to navigate the platform easily. And of course we offer to train you on the platform as part of on-boarding.
