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© 2015 Jack Henry & Associates, Inc.®
Synapsys ® Member Relationship Management™Customize the Member Experience and Enhance Operational Efficiency
Amy O’Connor - Product Solutions Consultant
2© 2015 Jack Henry & Associates, Inc.®
Introductions
Amy O’Connor - Product Solutions Consultant
Steve Sherman - Director of Software Engineering & Services
Mike Kock - Sr Manager of Software Engineering & Services
3© 2015 Jack Henry & Associates, Inc.®
Agenda
Product Overview
Solution Features
Live Demo
Q & A
4© 2015 Jack Henry & Associates, Inc.®
Synapsys®
A Sophisticated Member Relationship Management System
A Suite of Products & Reports That Provide Integrated MRM
Functionality to Episys
A Set of Tools to Manage All Activities Around the Member to
Provide them with Desired Products and a Service Experience
that Enhance the Member Relationship
5© 2015 Jack Henry & Associates, Inc.®
A Sales & Service Business Strategy
How do you manage sales/incentives today?
How do you manage service issues?
How do you manage marketing initiatives?
How well is data shared throughout the credit union?
6© 2015 Jack Henry & Associates, Inc.®
Synapsys® Solution
Collect, Organize & Track Data
Meaningful Member Profile Snapshot
Displays Real-time Balances
Links to Account Manager, Teller Transactions, Application
Processing & Collections
Stores Data – Recognize Trends
Grow Relationships
Grow Profitability
7© 2015 Jack Henry & Associates, Inc.®
Synapsys® Features
MRM – Member Relationship Management
Contact Management
Sales & Marketing
SPI – Sales, Performance, Incentives
Sales & Referral Tracking
Performance & Incentives
MCIF – Marketing Central Information File
Campaign Management
Profitability
Reporting
Lobby Tracking ( optional add on module )
8© 2015 Jack Henry & Associates, Inc.®
Synapsys®
Contact Management
Service Events
Notes
Phone Logs
Meetings
Sales, Performance, Incentives
Sales Events
Referrals
Campaigns
Mailings
9© 2015 Jack Henry & Associates, Inc.®
MCIF – Marketing Central Information File
Data from Episys
Data in Synapsys
Third Party Data
Synapsys Marketing Manager
Queries
Campaigns
Potential Sales Opportunities
Campaign Analyzer
Synapsys®
10© 2015 Jack Henry & Associates, Inc.®
Synapsys®
Profitability
Basic Built In
Advanced ProfitStars RPM™ - Relationship Pricing Model
Third Party
Reporting
Individuals
Teams
Management
Lobby Tracking
© 2015 Jack Henry & Associates, Inc.®
Demonstration
Synapsys ® Member Relationship Management™
© 2017 Jack Henry & Associates, Inc.®
Questions?
© 2015 Jack Henry & Associates, Inc.®
Please contact your Account Executive for
more details.
