MemberMap RELATE is a Credit Union specific Customer Relationship Management (CRM) program targeted toward all member contact personnel of your Credit Union.
 
 
 

MemberMap RELATE technology is a browser-based CRM software application that Credit Union staff, with customer service roles, will utilize to interface with Members on a daily basis. They will use RELATE to manage their interactions with Members whether in person, on the phone, or over the Web.

MemberMap RELATE Technology provides our Credit Union clientele an industry customized, MemberMap branded, relationship management application. RELATE will be integrated with your Credit Union's line of business applications through batch data exchanges, hosted by a MemberMap Application Service Provider partner, and delivered to your organization via a secure Internet connection directly into your employee's browser.

 
   
   
       
       
 
Securities offered through Commonwealth Financial Network, Member NASD/SIPC. Investments are not obligations of nor
guaranteed by the Credit Union or government agency. Investments involved risk and can lose value.