Credit Union Member Engagement

Accurately discover and fulfill member needs while deepening relationships

Credit Union Channels


Ignite credit union member engagement solutions can be used in branches so member services personnel can be consistently effective in discovering and fulfilling the financial needs of members, regardless of the experience of branch personnel. Credit union branch personnel use Ignite’s member facing, dynamic conversation guides on PCs or tablets to discover the needs and circumstances of members and prospects and guide them to highly accurate recommendations. The result is a much deeper relationship with members and a much higher probability of becoming the primary financial relationship of the member.

Online | Mobile

Ignite’s responsive design technology can be used for all digital channels and devices to quickly discover member needs and guide them to highly accurate recommendations. Most credit union members and prospects are intimidated by the many product options and variables that are offered to them on a credit union website. By using Ignite’s dynamic conversation guides, members feel much more confident about moving forward and opening an account online. By effectively guiding members to wise choices through digital channels, credit unions are able to turn digital channels into a much more productive vehicle to increase member financial wellness and improve member loyalty.


Using Ignite’s credit union member engagement solutions in branch Kiosks is a game-changer for banks seeking to significantly improve the space and resource efficiency of the branch while concurrently improving the customer experience. In particular, for those migrating to more of a café branch setting, using Ignite guided conversation technology in a kiosk will allow members to engage with the credit union at their own pace, easily open accounts through the kiosk and then exercise the option of visiting in person with a member specialist if they have further questions or need more in depth assistance.

Contact Center

There are various ways in which to effectively use Ignite technology in a contact center. One way is to use Ignite to support credit union associates making outbound calls to pre-selected leads. The member specialist making the call to the prospect or current member can:

  • Send a link to the guide so the member can complete the guided conversation prior to the discussion with the credit union associate
  • The credit union associate can prefill the guide with known information about a current member and then engage with a very efficient conversation
  • Use Ignite to guide the live conversation with the member to discover their financial needs and guide them to wise financial choices

Lines of Business

  • Consumer

  • Small Business

  • Lending


Member Services

Over 75% of consumers say they are interested in receiving financial advice or guidance from their financial institution, but very few actually receive it. When credit unions make the strategic decision to use Ignite technology to guide members to wise financial choices—either through the branches or digital channels—they significantly improve their ability to positively impact the financial lives of members, improve the ability of credit union associates to be consistently highly effective with every member engagement opportunity and create deeper, longer lasting relationships.



Small Business Services

Small business owners need help and guidance. Most of them are so focused on cash flow and growing their business, they simply don’t have the time to learn and explore all the financial options available to them that could significantly help their business. In fact, 40% of small business owners admit they are essentially financially illiterate. Credit Unions using Ignite guided conversation technology can make a real, tangible difference in the lives of small business owners by empowering branch credit union associates to be very capable of discovering the financial needs of small businesses and guiding them to wise financial choices, and by providing guided conversations directly to small businesses online.



Lending Services

It’s no secret that credit unions are a very popular source for consumer loans due to the very favorable terms and rates compared with banks. Using Ignite’s engagement solutions to discover the needs and circumstances of members through branch and online channels, credit unions can significantly increase the number of opportunities to discuss lending options with members and prospects and guide them to wise financial choices.


Performance Care

Unparalleled On-Going Service Optimizing your Performance


Credit Union Results



Increase in digital channel effectiveness



Increase in member loyalty



Increase in member needs discovery

Digitally Transform Your Credit Union

Ignite provides credit unions with member engagement technology that transforms every member services employee into an expert as they conduct member conversations using our customized, dynamic, digital dialogue guides. The focus of the guided dialogue is to discover member needs and perfectly match those needs to the credit union’s products and services. Ignite helps ensure a consistent, compliant and relevant engagement with all members and prospects.

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14755 Preston Road
Suite 400
Dallas, TX 75254