IMM and fiVision partner for credit union service

Share this article:

Integrated Media Management, an output management and document automation technology specialist, has partnered with online enrollment and funding platform provider Financial Vision LLC to provide a new service for credit unions.

The partnership helps enrollment officers prepare and save credit documents by integrating Financial Vision's memberWorks software, which helps with service, sales and new member accounts, with IMM's TotaleAtlas program, a document-preparation tool that combines XML data and PDF documents.

To help credit enrollment officers prepare documents online, memberWorks will upload XML data to TotaleAtlas. TotaleAtlas will then use this data to create PDF documents, which can be signed electronically and then printed immediately or saved for later use. TotaleAtlas will encrypt the files for safekeeping and store them.

Linden, NJ-based IMM provides products to more than 600 financial institutions. The company currently works with nine host processors. Its TotaleWorks suite of software products includes TotaleAtlas along with TotaleChecks and TotaleReceipts.

Financial Vision, based in Indianapolis, IN, provides CRM services to credit unions with its flagship product memberWorks. Its products interface with Symitar Episys and platforms from Open Solutions Inc., among others.

Share this article:
close

Next Article in Database Marketing

Sign up to our newsletters

Follow us on Twitter @dmnews

Latest Jobs:

Featured Listings

More in Database Marketing

Making Data Breach Readiness a Priority

Making Data Breach Readiness a Priority

5 ways marketers can prepare for possible data breaches.

What's H-appending? DiscoverOrg Taps Marketo's Webhooks

What's H-appending? DiscoverOrg Taps Marketo's Webhooks

Cloud-based marketing automation behemoth Marketo joins forces with marketing intelligence company DiscoverOrg to improve its data collection capabilities.

A Toast to Marketing Attribution

A Toast to Marketing Attribution

Vino accessories and storage company Wine Enthusiast indentifies top and underperforming affiliates using algorithmic marketing attribution.