Experience Management Solution
for Credit Unions

Delight members and employees. Boost retention. Yield tangible growth. Build community.

Create Exceptional Experiences
Understand what members want and deliver experiences
that keep them coming back for more.
Turn insights into action

Capture Experience Signals

Gather credit union member experience feedback from branch visits and digital channels, via live chat, mobile banking apps, and more. Track and analyze feedback at all points, no matter which financial products services members use (or when).

Identify What Matters

What are your members’ top concerns? Instantly identify and prioritize the activities and resources that will make the biggest impact on member engagement and loyalty. Let technology drive efficiency through personalized experiences.

Create Connections

Construct a comprehensive view of what seamless experience really means. Understand how to bridge experience gaps. Enable your employees to understand, empathize, and handle member issues in real time.

Member-Centric and Growth-Driven

Improve Retention

Minimize churn, stay relevant, and remain a top choice for your members

Drive Member Acquisition

Attract new members—and keep them—amid fierce competition from banks and fintech

Accelerate Loan Growth

Optimize offerings and implement services that meet customer demands

Manage Online Reputation

Grow positive online reviews and strengthen your digital presence and reputation

A comprehensive solution

Get more done with less

Sogolytics credit union experience management solutions allow you to analyze member feedback data and identify actionable insights without investing significant time or resources.

“Transforming how
we communicate”

“Transforming how we communicate”

“Sogo understood how important this project was to me. They didn’t just sell me a member experience software, they helped me transform how we communicate with our members. My credit union started to see a high response rate and an overall satisfaction score of 9.45 [out of 10].”


CEO, HealthShare Credit Union

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“Powerful Analytics”

“Thanks to the powerful analytics of SogoCX, we have saved hours of work sifting through data and created visibility to actionable nuggets, so we can easily act on the feedback and make a difference for our members. As if that wasn’t enough, the support we have received along the way is second to none.”


Sales and Accountability Leader
All In Credit Union

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“Tangible results”

“The accurate responses collected through Sogo allowed the team to reevaluate and redesign our approach and deliver a fast and efficient account opening process! We’ve also been able to implement strategies that can improve member loyalty by doing more of what our members love and doing less of what they tell us they dislike”


Regional Manager
First Credit Union

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Additional Insights

Explore the latest stories, industry perspectives, and best practices from our credit union member experience experts.

Don’t just take our word for it…

Sogolytics helps credit unions and other financial institutions reduce churn and increase profits.
Here are their stories.

Ready to improve the experiences of your credit union members and employees? We’re here to help!

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