[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-278981-105":53,"doc-detail-278981-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","mrm-overview-member-relationship-management","MRM Overview - Member Relationship Management","","MRM (Member Relationship Management) by CU NextGen delivers a next-gen member experience through a modular suite built for credit unions. The platform combines no-code development, robotic process automation, and artificial intelligence to streamline employee workflows and improve service quality. A 360-degree member view helps agents reduce information search time and focus on engagement. AppForms supports form creation and eSignatures, while automation and bots enable contact center optimization and fraud dispute workflows.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/mrm-overview-member-relationship-management/278981/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/mrm-overview-member-relationship-management/278981.png","ImageObject",442,249,{"name":88,"@type":89},"Mia  ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-02","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"What is MRM and who is it designed for?","Question",{"text":108,"@type":109},"MRM (Member Relationship Management) is CU NextGen’s platform designed specifically for credit unions to improve member and employee experiences.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which technologies power the MRM platform?",{"text":113,"@type":109},"MRM combines no-code development (AppForms), robotic process automation (RPA bots), and artificial intelligence and machine learning solutions.",{"name":115,"@type":106,"acceptedAnswer":116},"How does MRM help contact center agents?",{"text":117,"@type":109},"MRM provides a 360-degree view of members so agents spend less time searching for information and more time engaging, while also enabling RPA-driven requests.",{"name":119,"@type":106,"acceptedAnswer":120},"How does MRM handle card disputes and fraud detection?",{"text":121,"@type":109},"MRM uses business rules to trigger RPA bots that identify suspicious transactions, alert members, and—if fraud is confirmed—clock the card, generate dispute forms, capture eSignatures, and support reissuing a new card.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},278981,1791534423,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":25,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":139,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":61,"update_tm":143,"read_time":73},687207024478,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","INTRODUCING  \nMember Relationship Management  \nCU NextGen’s Member Relationship Management, or MRM, platform is your key to next-gen member experience. The robust suite of modules put your credit union in control through a combination of no-code development, robotic process automation, and artificial intelligence.  \n[cu nextgen . com](cu nextgen . com)   \nMRM Modules  \nThe MRM suite is made up of 6 key modules which have been designed specifically for credit unions. The modules are highly customizable, and they all work together to provide the ultimate control in employee and member experience! You can choose to implement any or all of the modules based on your specific priorities and strategic initiatives.  \nAutomating processes not only allows your staff to work more efficiently, it also allows their work to be more meaningful. Plus, utilizing bots for routine tasks means you can truly be available for your members anytime, anywhere!  \nWith MRM’s 360-degree view of the member, your agents spend less time searching for information and more time engaging with members.  \nForms become easy to create, and easy to use, with AppForms. Best of all, these forms can capture eSignatures through Docusign or Adobe Sign, and your completed forms can even kick off custom workflows–improving the experience for both employees and members.  \nTechnology  \nbehind the MRM Platform  \nNo-Code Development  \nCreate dashboards, forms, and workflows with our No-Code platform, AppForms. These solutions are quick to implement, easy to maintain, and provide the perfect complement to RPA!  \nRobotic Process Automation  \nRPA bots enable integration among disparate systems and automation of routine tasks. Bots can work 24x7x365, allowing your staff to spend more time building relationships with your members.  \nArtificial  \nIntelligence  \nAI and machine learning solutions can be used for voice assistants, biometric authentication, fraud management, cross-sales predictors, and so much more.  \n[cu nextgen . com](cu nextgen . com)  \nUsing MRM for  \nContact Center Optimization  \nYour Contact Center agents are essential to your credit union’s operations. It is critical for agents to have member information at their fingertips so they can better serve members while maintaining an optimal average handling time. The MRM Member 360 view is a breakthrough  \ncapability for your Contact Center agents, as they can access member information, initiate requests complete with RPA bots to perform the work, and so much more!  \nDebit or Credit Card Disputes  \nUse your credit union’s business rules to create an RPA bot that can identity suspicious transactions. An alert can be sent to the member confirming whether the suspicious transaction is fraud. In the event of fraud, an RPA bot can clock the card, generate dispute forms, capture eSignatures, and reissue a new card if desired.  \nInstant Consumer Loan Offers  \nIncrease your loan totals when you present members with pre-approved loan offers! This use case can be both employee-facing and member-facing.  \nEmployees can be presented with a pre-approval messaging when assisting a member in branch or over the phone. If the member accepts, the employee would gather the remaining details to complete the loan!  \nMembers can also be notified of this pre-approval when using the credit union’s self-service channels, such as online or mobile banking or ITMs and ATMs. interested members would be prompted to complete a streamlined loan application.  \nReferral Workflows  \nWhen you automate routine tasks and present member relationship details through a single pane of glass, your employees will have more time to uncover referral opportunities for each member! MRM can provide an intuitive way for your employees to manage referrals for products or services, complete with follow-up notifications–internally and externally, status updates, incentive tracking, and reporting.  \n[cu nextgen . com](cu nextgen . com)  \nEven more use cases!  \nAccount Maintenance  \n","cbCail6xGandwzvz","https://ap.wps.com/l/cbCail6xGandwzvz","pdf",569979,"English","# Introducing Member Relationship Management\n## MRM Modules\n## Technology behind the MRM Platform\n## Using MRM for Contact Center Optimization\n## Even more use cases\n## How does MRM compare to other CRMs in the market?","[{\"question\":\"What is MRM and who is it designed for?\",\"answer\":\"MRM (Member Relationship Management) is CU NextGen’s platform designed specifically for credit unions to improve member and employee experiences.\"},{\"question\":\"Which technologies power the MRM platform?\",\"answer\":\"MRM combines no-code development (AppForms), robotic process automation (RPA bots), and artificial intelligence and machine learning solutions.\"},{\"question\":\"How does MRM help contact center agents?\",\"answer\":\"MRM provides a 360-degree view of members so agents spend less time searching for information and more time engaging, while also enabling RPA-driven requests.\"},{\"question\":\"How does MRM handle card disputes and fraud detection?\",\"answer\":\"MRM uses business rules to trigger RPA bots that identify suspicious transactions, alert members, and—if fraud is confirmed—clock the card, generate dispute forms, capture eSignatures, and support reissuing a new card.\"}]","MRM Overview - Member Relationship Management | PDF",1789514490]