HOW WELL DO YOU KNOW YOUR MEMBERS?

QMV’s Member Profiling software solution will take unaligned and complex
member data from various sources and systems, and organise it into a current,
clear, and meaningful member intelligence view.

Profile your members through 3 distinct lenses

  2 - Unnamed 3 - Unnamed 4 - Unnamed  
 

 BASICS

  • Demographics
  • Product & membership detail
  • Financial information

 ENGAGEMENT

  • Investment switching
  • Member contact
  • Claims history
  • Online activity

 SENSITIVITY

  • Member experience
  • Complaints
  • Historical errors & mistakes
  • Key influencers (trustees, directors and board members)
 

HERE’S WHY YOU NEED IT

 

Once each members profile is defined, the overall membership
can be dynamically segmented by selecting those attributes of
the member profile that define the segmentation.

Enhance member experience with informed member engagement
and strategic member segmentation.

Transform

Real time operational data can be
transformed into an asset across
functional streams:

  • financial planning & advice
  • member services
  • digital and online services
  • product and marketing
  • executive and strategic management
 

Micro

Micro intelligence of individual
member behaviour, enhancing
interactions at every stage of
the member life cycle

Macro

Get the big picture with a macro
view of member intelligence
information to inform strategic
planning and decision making

5 - Unnamed

HERE’S WHAT YOU GET

6 - Unnamed   7 - Unnamed   8 - Unnamed

 CONSULTANTS

Our Consultants are Superannuation and Wealth subject matter experts and will help you define your data sources and your Member profile lenses and filters.

 

 

INVESTIGATE — MEMBER PROFILE

Software that connects to all of your source data systems and allows you to define your required member segmentation and generate targeted campaign lists in real-time.

 

 DASHBOARD

A Whole-of-Fund view of your memberships' profile as defined by your chosen lenses and filters at a point in time.

 

9 - Unnamed   10 - Unnamed   11 - Unnamed

PREDICTIVE ANALYTICS

A predictive view of your memberships’ behavioural analytics, enabling pro-active & targeted member engagements as well as strategic product development.

 

SEGMENTATION

An easy-to-use tick-the-box approach that enables users to dynamically analyse and segment the membership in preparation for engagement activities.

 

EXPORT

A one click export of segmented member profiles into a variety of formats for upload into your campaign management system.

         
X

Please enter your email address to download this document

Email Address: