ModernFi’s Activation & Growth Tracker

To make it easier for your team to track opportunities, the ModernFi Admin Portal includes a built-in CRM tool, which can be accessed via the “Activation & Growth” tab under “Partner Success.” This tool is designed specifically for credit unions to manage Extended Insurance Account leads and member conversations in one place.

What you can do with the CRM tool:

• Track active opportunities: Log prospects and monitor progress from first conversation through account opening.
• View identified opportunities: Keep a clear record of members who may be a fit for the EIA but are not yet engaged, so you can prioritize outreach.
• Manage closed opportunities: Record wins and maintain visibility into the members who have already converted, giving you a clear view of impact.
• Monitor deposit growth: See how much your credit union has in EIA deposits at a glance, alongside your growth targets.

Key benefits:

• Everything lives in one central location; no need for separate spreadsheets or notes.
• The tool keeps your pipeline organized and helps ensure no opportunities slip through the cracks.
• You can easily share visibility with your teammates and leadership, making progress transparent across your credit union.

Use this CRM functionality as your central hub for managing conversations about the Extended Insurance Account. By logging and tracking your work, you’ll save time, stay organized, and maximize your credit union’s growth opportunities.