Article

Inside the Elan Client Resource Center: 5 Key Engagement Features

February 22, 2023

The Client Resource Center (CRC) is an exclusive, best-in-class portal available to all Elan credit card partners. The CRC features engaging marketing capabilities that are critical to program success.

The CRC is also the primary channel in which Elan communicates important credit card program details, resources, tools, and account growth opportunities to financial institution partners.

Here are five key engagement features of this valuable portal:

1. Intelligent marketing

The CRC offers opportunities to engage and recognize employees for their hard work using intelligent, targeted marketing capabilities. Data triggered content gives users a personalized experience with custom messaging based on activity. Certificates are also available for distribution based on specific programs and tasks. Surprise and delight notifications reward best practice behavior and milestones.

2. Performance dashboard

One of the most valuable areas of the CRC for employees and managers is the performance dashboard. Insights on credit card sales, earned promotion incentives (including CA$H IN redemption amounts), and training engagement are available in one spot.

The My Application Tracker is also available on the dashboard. Whether an application was denied or approved, details are provided on how to best proceed with every application.

3. Self-Apply application channel

This alternative application offers a simplified experience for employees and potential cardmembers while allowing partners to track and earn sales credit through a unique URL.

4. Interactive marketing planner

A one-stop shop to plan credit card marketing and promotions for the entire year. Each financial institution can plan, enroll, and track free activities to encourage account growth in one convenient location.

Account growth opportunities include employee promotions, direct mail for consumer and business products, and an array of digital assets to use online, in branches, and more.

5. Level Up partner training

To ensure success and confidence at every level in every employee, Level Up directs users through intelligent training sequences to build knowledge and skills. Tracks include product and application training modules for an engaging training experience. 

If you’d like to learn more about the turnkey Elan credit card program and get a closer look at the CRC, complete the form below and we’ll be in touch. 

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If you are interested in learning how Elan can help your credit union grow, we'd love to hear from you. 

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