Built for Credit Unions on Corelation Keystone
MemberConnect creates a trusted, near real-time connection between your Corelation Keystone core and your CRM — so every frontline employee sees the same complete, up-to-the-minute picture of every member relationship. No batch files, no manual exports, no stale data. Deploy on-prem or in the cloud; member data never leaves your control.
Every member relationship — accounts, loans, shares, cards, and applications — automatically synced from Keystone to your CRM, with privacy and compliance built in from day one.
Because MemberConnect syncs in near real-time, your CRM can act on transaction events as they happen — turning routine activity into timely, personalized outreach.
A member’s CD is 30 days from maturity. MemberConnect surfaces the event in the CRM, triggering an automated email with renewal options and a call-list entry for their advisor.
Trigger
Keystone maturity date < 30 days → CRM workflow fires
A deposit over a configured threshold hits a member’s share account. Within minutes, the CRM flags the event so a relationship manager can reach out with savings or investment options.
Trigger
Share balance change exceeds threshold → CRM alert + task
A new auto-loan application appears in Keystone. MemberConnect pushes it to the CRM pipeline in real time, assigning the loan officer and notifying the member with next-step guidance.
Trigger
New loan application in Keystone → CRM pipeline + notifications
A new member record is created in Keystone. The CRM instantly enrolls them in a welcome campaign — introduction email, product education drip, and a branch visit invitation.
Trigger
New member in Keystone → CRM welcome campaign auto-enrolled
A loan payment is missed. The CRM creates a task for the collections team with full member context — other accounts, recent activity, preferred contact method — so outreach is informed and timely.
Trigger
Missed payment flag in Keystone → CRM collections task + context
A member activates a new debit card. The CRM sees the event and triggers a campaign for complementary products — mobile deposit enrollment, bill pay setup, or overdraft protection.
Trigger
Card activation in Keystone → CRM cross-sell campaign
Lending, service, and marketing staff see a complete member picture — accounts, balances, loan status, and applications — directly inside your CRM, without switching systems or waiting for batch reports.
Sensitive data never leaves your core unprotected. Balances are bracketed into ranges, card and account numbers are masked, and employee financial data is automatically suppressed — no manual controls needed.
100K+
Members synced in near-real-time
< 5 min
From core change to CRM update
9
Entity types unified in one view
Zero
Manual data entry required
Complete the onboarding worksheet — pipelines, mappings, and business rules tailored to your credit union.
We deploy MemberConnect to your Cinchy instance and establish secure connections to Keystone and your CRM.
Joint testing against real member data to confirm accuracy, pipeline routing, and privacy controls.
Production launch with health monitoring, automated alerts, and a complete operations runbook for your team.
MemberConnect is a packaged solution with onboarding included — not a custom build that takes months.
Purpose-built for the Corelation Keystone core and your CRM. No generic middleware or workarounds.
Runs entirely within your own environment — deployed on-prem or in the cloud. Member data never leaves your control.
Already running at scale. Comprehensive documentation, monitoring, and runbooks from day one.
MemberConnect is powered by the Cinchy Data Collaboration Platform — the enterprise data fabric that eliminates silos, embeds governance, and enables real-time collaboration across your organization.
Explore DCPSee how MemberConnect connects your Keystone core to your CRM in near real-time.
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