Core Consulting With Funded Consults

It is challenging for credit unions to maintain in-house Symitar expertise. Staff turnover, employees wearing many hats, the need for rich (but time-consuming) member interactions, and the ever-changing world of technology all make it difficult for staff to focus on the strategic challenges of growing a credit union. As an established, trusted partner, Synergent has… Read more »

Business Intelligence – What Has Your Data Done for You Lately

At the most basic level, ‘business intelligence’ can be defined as the tools, processes, and technology used to analyze data in order to make educated, informed business decisions. But, as we all know living in The Digital Age, when it comes to the maintenance and analysis of data, the complexity of these tasks is anything… Read more »

Data Snapshot Analysis

The Data Snapshot Analysis, valued at $2,500, is a service to credit unions that shows the power their data holds. Synergent Marketing Services automates marketing solutions, allowing you to easily reach targeted members most likely to be interested in the promotion you are offering. From tactics to custom creative strategies, to analysis and reporting, driving… Read more »

Synergent Knows Symitar Core Conversions

Core conversions are complex. But sharing your Symitar core conversion with your members doesn’t have to be rocket science. Synergent is like no place else. We are the only service bureau that partners directly with Symitar to provide core processing, integrated products, and innovative services exclusively to credit unions.

Bayer Heritage Online Loan Case Study

Online product and service offerings are increasingly more popular nowadays, as they ensure quick and easy access at any user’s fingertips. In a MAC Award-winning effort to encourage members to take advantage of their online loan application, Bayer Heritage FCU partnered with Synergent’s Marketing Services team to carefully select the most optimal target audience to… Read more »

Northern ACH Auto Case Study

Northern Credit Union, headquartered in Watertown, NY, does not operate an indirect lending program, and noticed they were losing out on auto loans signed at dealerships and with other financial institutions. They wanted to show the value of maintaining a credit union loan and launched a successful ACH auto loan recapture campaign that was run… Read more »

Loan Charge-Off Workflow

In today’s world of technology and automation, eliminating manual processes wherever possible provides credit unions with the gift of time! For users of the Jack Henry™Symitar® core, automating the charge-off process is possible through the Loan Charge-Off Workflow!

Simple App Menu

Meet SAM, your personal assistant for Symitar! SAM, or the Simple App Menu, enables you to redesign and display your specfile programs into a user-friendly HTML display, making it easier and more efficient for your staff to locate the items they need quickly.

Remote Transaction Assist

Your team fills a range of functions to best serve your members. Increase the flexibility of completing cash transactions and take cash dispensing beyond the teller stand with CFM’s Remote Transaction Assist (RTA), a cash automation solution that allows transactions to be completed by staff across the credit union in concert with any RTA cash… Read more »