EPL Inc, Your Credit Union Provider...

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Member Relationship Management

Point, Click, and Connect with Your Members!
EPL provides a turn-key application for not only managing your member relationships, but strengthening those relationships while increasing the credit union�s bottom line.

Key Features

AUTOMATED Sales & Marketing Tool that responds to a member�s behavior or specific transaction activity.

� The member does something � an "event"

� The system responds automatically � within 24 hours with a �

� Targeted direct mail piece, email message, postcard, newsletter, other

Significantly improves CROSS-SELLING RESULTS and member retention while targeting new members for marketing campaigns and/or promotional activity.

Over 80 Customized Templates Built-In & Ready for Use to Target Events such as:

Open or Close an Account

Pay Off an Installment Loan

CD about to Mature

Balance Shifts (Up or Down) within an Account

Branch Opening

Top Depositor Events

�Life Events� (Birthday, Anniversary, Wedding, Etc.)

Other Capabilities:

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� Organizes accounts into households and CASS-certifies the record.

Appends Demographic Data to the household record

Calculates the relative value of each household to the institution.

Predicts what products or services a household is likely to buy next.

Produces & Sends direct-mail or other promotions to targeted households.

Measures the ROI of all promotional or other system-generated marketing activity.

Tracks employee cross-selling and referral activity. Provides contact-management function to help track all member interactions.

Tracks employee cross-selling and referral activity.

Provides contact-management function to help track all member interactions.

Easy to Learn � Easy to Use � Easy to Implement

No Hardware or Software to Buy or Maintain

Intuitive Screens & Common Terminology

Robust and Highly Secure

Cost-Effective �Implement for a Fraction of the Cost of Older Technologies