Account Advisor enables Essential FCU to provide a deeper, consistent, and differentiated member experience

Vericast, a leading marketing solutions company that delivers actionable insights and operational expertise at scale, announced that Essential Federal Credit Union (FCU) has selected Vericast’s Account Advisor solution powered by Ignite Sales’ guided conversation technology.

Account Advisor allows financial institutions to digitally engage with consumers and effectively point them to the most relevant financial products and services to support their financial goals. Through a strategic alliance, Vericast sells Ignite Sales’ powerful member engagement platform as part of its line of Harland Clarke account acquisition solutions.

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Essential FCU is leveraging Account Advisor’s intelligent conversation guides in its branches to have tailored conversations that discover members’ unique needs and deliver personalized, highly accurate product recommendations.

“Vericast’s Account Advisor platform allows us to provide a tremendous service to our members,” said LaDonna Evans-Sutton, Vice President of Retail Services at Essential Federal Credit Union. “The platform enables us to drive meaningful conversations and offer product recommendations that precisely address members’ distinct circumstances. We would be doing a disservice to our members by not providing them with a digital guided conversation capability.”

Essential FCU also will gain valuable insight from decision-making sales and marketing data gathered during member conversations that will enable the credit union to enhance product offerings, processes, and marketing efforts. Additionally, Account Advisor’s sophisticated analytics measure conversation data and give decision-makers visibility into real-time member trends.

“We are pleased to partner with Vericast to help Essential Federal Credit Union get to the heart of its members’ current needs and guide them to financial wellness,” said George Noga, CEO of Ignite Sales. “Implementing Account Advisor powered by Ignite Sales represents Essential’s next step in digital transformation which will empower the institution to dramatically enhance the member experience.”

“Maximizing the value of each marketing dollar is our focus,” said Stephenie Williams, Vice President, Financial Institution Marketing Products & Strategy at Vericast. “Account Advisor powered by Ignite Sales directs members who respond to marketing acquisition programs toward selecting the product(s) that are most appropriate for their unique and personal financial needs. More satisfied members stay longer and buy more which solves a long-standing marketing challenge of creating a consistent buying experience.”

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