SEG MANAGEMENT

Watch your prospecting pipeline grow exponentially when you use Datava’s Select Employer Group (SEG) Management Platform. Gain a better understanding of those relationships to help you improve and optimize them

From comprehensive pipeline management and tracking campaign effectiveness to determining our SEGs’ penetration, you can understand not only what is happening, but also ways to improve and optimize your existing relationships and identify new SEG opportunities.

See Demo

Pipeline Management

Management of your pipeline, from the identification of the new SEGs to getting them approved by the board.

Effectiveness Tracking

Schedule and track the effectiveness of campaigns, events, sponsorships, donations and more.

SEG Penetration

Understand how many new members sign up from each SEG and identify which partnerships are the most beneficial.

Data Driven

Understand the actual deposit and loan dollars sourced by each SEG.

Goals and Incentives

Offer goals and incentives to your SEG Management team to enhance and increase performance.

Map SEGs

Integration with Google Maps allows you to map out your SEGs to save time and optimize on-site visits.
SEG MANAGEMENT DASHBOARD