Client Comments

"I started using SEGManager in 1999 when our Business Development Department was created. Looking back now, I don't see how I could have managed without it! Basically, this is my Business Development Bible. This program is an invaluable organizational tool as well as my calendar, report manager, scheduler. I record all types of contact I have with my SEGs whether by visit, email or phone and can then easily print a report for Management. I highly recommend SEGManager to anyone working in the sales field. Its possibilities are endless! As for support with the system, I have had nothing but positive experiences dealing with New Vision Marketing."

Karen Alexander
Business Development Coordinator (518) 458-2195
Capital Communications FCU

"I have been utilizing SEGManager for approximately 5 months and am amazed at the capabilities this program allows me with my SEG groups. Everything is in one program where before I was using 5-6 separate spreadsheets in an attempt to keep on top of things! The support provided by the SEGManager team is fantastic! They are prompt in returning phone calls and walking me through any questions I may have regarding the use or installation of the software. It is so refreshing to receive the same superior customer service that I attempt to give to my SEG contacts!"

Michael Caissey
Business Development Manager (800) 328-8797
Digital Employees FCU

"Since implementing SEGManager almost a year ago, Lockheed Federal Credit Union has been able to better manage, market, and measure our results with over 300 Select Employer Groups than ever before. What has been the most beneficial aspect of SEGManager in my opinion is the mainframe interface utility, whereby at a glance my Regional Account Managers can see the number of members, deposits, and loans that we have from each SEG. This information is an important element of the program that they use in developing their monthly contact and sales plan."

Michael F. Twomey
AVP, Business & Membership Development (818) 565-2038
Lockheed FCU

"Realizing the importance of having an automated system in place to manage our business development efforts with Select Employee Groups, I conducted extensive research on the products available. After using the demo version of SEGManager for a week I was convinced this was the product for our credit union. SEG Manager provided us with the complete package we were looking for to effectively manage our SEGs and increase membership."

Jeff Hannan
Business Development Manager (616) 982-4763
First Resource FCU

"I’ve been using SEGManager since 1999. I cannot imagine effectively functioning without this software to manage my SEGs. From tracking each SEG to producing comprehensive reports, SEGManager does it all, and it’s easy to use."

Julia Arceneaux
Business Development Manager (713) 627-4000
MemberSource CU