Accelerate member opportunities
Bank.io OXP Opportunity Engine
Leverage the intuitive querying and productivity features of the Bank.io OXP Opportunity Engine to deepen existing member relationships and create new ones. Credit union staff can search over 30 aggregate totals, 20 flags, 40 member-level attributes, and 35 product-level attributes from core banking data within seconds. This feature set also automatically assigns tasks and produces lists of opportunities for follow-up.
Key Features
Increase ROI
Use this full view of member needs to increase share of wallet by identifying flight risks and upsell opportunities.
Any device, any time
The Bank.io OXP Opportunity Engine is fully responsive and can be accessed by staff at any time on any modern web-enabled device, including desktops, laptops, tablets and smartphones.
Alerts & task-assignment
Let the platform do the work by prompting staff to follow-up with opportunities and assigning tasks.
Easy, intuitive interface
The Bank.io OXP Opportunity Engine features a stunningly modern user interface that is easy-to-use and packed with useful functionality.
Personalized service
With the Bank.io OXP Opportunity Engine enabled, members are served by informed, engaged credit union employees who understand their needs.
360-degree view
With data from multiple sources and over 100 searchable attributes, opportunities are identified proactively, meaning your members are highly satisfied.
