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SEDONAs CRM solution leverages CU marketing

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KING OF PRUSSIA, Pa. (10/3/08)--SEDONA Corp. announced that its customer relationship management (CRM) solution, Intarsia, is helping credit unions remain competitive and expand their membership base despite a shaky economy. Intarsia can provide balance swing reports to relationship officers daily. Officers are kept informed of large changes in account balances--increases and decreases--to better service accounts. “Challenging times call for financial institutions to be ahead of the curve in [member] relationships so as to attract, foster and retain profitable [members],” said SEDONA President/CEO Scott Edelman. SEDONA Corp. provides member relationship management solutions and services to financial institutions.

CSS ally TraceSecurity to be on NBCs Today Show

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MADISON, Wis. (10/3/08)--Jim Stickley, chief technology officer and co-founder of TraceSecurity, a CUNA Strategic Services alliance provider, is scheduled to appear on NBC’s Today Show as an expert on security and identity theft issues. Stickley is scheduled to appear live Monday to promote his new book: The Truth About Identity Theft. The book provides eyewitness accounts of identity theft attacks to demonstrate how easy it is for thieves to steal personal information. It also offers commonsense solutions to avoid becoming a victim. TraceSecurity is paid by credit unions and other financial institutions to assess security vulnerabilities. In the past, Stickley has dressed like a pest inspector, a fire inspector, an Occupational Safety and Health Administration inspector, and numerous other identities to gain entry into the inner sanctum of business. The fake heists help financial institutions find and fix holes in their defense. For more information, use the link.

PCLender.com integrates with PMI CMG MI

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HONOLULU (10/3/08)--PCLender.com, a web-based software and services solutions provider for financial institutions, integrated its in-house mortgage enterprise lending platform with the PMI Group and CMG Mortgage Insurance Co. The integration will allow a complete transfer of required data from an origination platform directly into an insurer’s rate quote and application portals, eliminating the need to re-key information. It also allows clients to obtain “an exact rate quote for mortgage insurance that can be used for their disclosures prior to ordering mortgage insurance,” said Scott Romesburg, CMG Mortgage Insurance Co.’s director of information technology. CMG Mortgage Insurance Co. is a joint venture between CUNA Mutual Investment Corp. and PMI Mortgage Insurance Company. The company provides private mortgage guaranty insurance to protect credit unions against losses in borrower default. PMI Mortgage Insurance Co. provides residential mortgage insurance to mortgage lenders nationwide.

247 call center helped members during Fay Gustav

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AUBURN HILLS, Mich. (10/3/08)--Digital Dialogue provided call center services to Coastline CU, Jacksonville, Fla., during Tropical Storm Fay, and LA DOTD FCU, Baton Rouge, La., during Hurricane Gustav. Digital Dialogue is a PSCU Financial Services company and nationwide provider of 24/7 call center operations and software solutions for credit unions. Tropical Storm Fay made landfall Aug. 19 and displaced Coastline employees because of flooding. Stephen Strum, vice president of Coastline retail sales and delivery, had to rescue three employees from a downtown branch. During the storm, Coastline’s emergency broadcast system directed incoming member calls to Digital Dialogue. This enabled Strum to stay connected to his members while working from home. “Although we could not conduct service at any of the physical branch locations, we wanted to ensure our members did not experience a lapse in service,” Strum said. “Coastline was able to leverage Digital Dialogue’s 200 employees to meet our members’ needs.” When Gustav interrupted service at LA DOTD FCU, Baton Rouge, La., Digital Dialogue kept members and staff informed by providing phone lines from which staff and members received status updates. Text messaging was the only way Tracy Dreher, LA DOTD call center leader, could receive information from the credit union. “My contact at Digital Dialogue provided me with her cell phone number prior to the storm,” she said. “Digital Dialogue’s willingness to provide us with their personal contact information before the storm enabled us to stay up to speed with member interactions and staff whereabouts via text messaging and website updates.” Coastline has $753 million in assets. LA DOTD has $94 million in assets.