Per-Agent Productivity
• Lead Distribution
• Sales Automation Designer
• Guided Actions
• Task Manager
• Upsell/Cross-sell Engine
Member engagement platform uniquely built for credit unions.
• Lead Distribution
• Sales Automation Designer
• Guided Actions
• Task Manager
• Upsell/Cross-sell Engine
• Lead Scoring
• Automated Email Drips
• Borrower Journey Builder
• Email/Website Tracking
• Landing Page Designer
• Referral Partner Portal
• Co-Marketing Campaigns
• Referral Source Tracking
• Partner Activity Scores
• Automated Updates
Customize all your new member acquisition, engagement, and sales operations workflows.
The security & privacy of your prospects & members is ensured with strict measures
While configuring other enterprise software can take months, Ridgetech Corporation gets you started in days.
We are here to enhance your existing processes, not replace them – connect with all your traditional systems seamlessly.
Drive more prospects to conversion with multi-channel engagement – email, text, WhatsApp, call center, and more.
Plan your agents’ day completely, allow them to identify prospects near them, and track everything they do.
Leverage a web-based secured point-of-sale portal for your members to engage right from applying for a loan to disbursal. Members can easily complete a loan application, upload supporting documentation, eSignature, payment, check loan status and submit service requests - in a single, user-friendly mobile application.
Create a seamless customer experience from the very first touchpoint. Capture inquiries, provide solutions, and then onboard customers via mobile-friendly application or portal. Functionalities like resume application filling journey anytime- enhance prospect experience and boost customer faith in the company.
Add-ons like eKYC and Video KYC verification help credit unions eliminate lengthy verification processes, reduce costs & prevent fraudulent activities. This ensures faster and more efficient member onboarding.
Segment your prospects and run relevant campaigns to engage with them until they become members. Keep referral partners/ agents in the loop at every stage via a portal for better visibility and transparency.
Empower your sales teams with an intuitive customer/prospect 360° view. This will help them in anticipating customer needs and providing contexts for deeper and more meaningful interactions with customers.
Allow your team to identify and capture cross-sell and upsell opportunities using digital signals and manual activity addition. For example, a home loan customer with an excellent credit repayment history who visits the car loan page on your website can be offered a pre-approved vehicle loan.
Accentuate the productivity of your call center teams by providing functionalities like customer 360° view, complete member management, categorization, case prioritization, and detailed borrower, team & collections analysis.
With customer data easily accessible, call center agents can know the history of any caller during an interaction and can guide them as to what the customer may need. Anticipating customers’ needs leads to increased customer satisfaction and, in turn, increased sales. It also helps in improving call times and first-call resolution.
Provide gainful insights into sales performance for your teams, agents, and more through reports like - overall performance, and agent performance.