Businesswoman pressing face emoticon on virtual touch screen at smartphone .Customer service evaluation concept. Credit/AdobeStock

Consumers have proven time and again that they're not afraid to switch service providers; it only takes one bad service experience to erode trust. This is why optimizing member service and engagement is so critical – it has become the ultimate litmus test for loyalty.

While most credit unions have made significant investments in improving the member experience, far too many still rely on outdated and separate solutions to manage routine phone calls, digital messaging, chatbots, video chats and SMS. This hinders staff from effectively connecting with members and confidently resolving any issues, resulting in subpar, inefficient member experiences.

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