Learn from your members and your employees to deliver value, strengthen engagement, and power future growth.
Developed to fit financial institutions of all sizes, Sogolytics enables you to collect feedback from your most important stakeholders, perform instant analysis to identify preferences and trends, and make data-backed decisions to improve the experiences of your community members.
From members to colleagues, everyone has suggestions! Strategic feedback collection can help you gather actionable insights, improve your offering, and grow your community – and revenue!
Capture experience signals
Identify what matters
"Transforming how we communicate"
“Sogo understood how important this project was to me. They didn’t just sell me a member experience software, they helped me transform how we communicate with our members. My credit union started to see a high response rate and an overall satisfaction score of 9.45 [out of 10].”
HealthShare Credit Union
“Thanks to the powerful analytics of Sogolytics, we have saved hours of work sifting through data and created visibility to actionable nuggets, so we can easily act on the feedback and make a difference for our members. As if that wasn’t enough, the support we have received along the way is second to none.”
Sales and Accountability Leader
All In Credit Union
“The accurate responses collected through Sogo allowed the team to reevaluate and redesign our approach and deliver a fast and efficient account opening process! We’ve also been able to implement strategies that can improve member loyalty by doing more of what our members love and doing less of what they tell us they dislike”
First Credit Union
Sogolytics delivers top-tier security, advanced features, and full support – every step of the way.
Security? It’s one of our core values. Our processes and our people adhere to rigorous standards so you can rest assured you’re covered.
Build on your core data and solutions with integrations that streamline your workflows and simplify your processes.
Gather feedback through email, mobile chat, webforms, SMS, etc. Collect valuable data at the right time, via your members’ and employees’ preferred channels.
Real-time reporting allows you to instantly respond to member concerns, test out new ideas and initiatives, and react quickly to new developments.
Take a holistic approach to experience management with additional Sogolytics credit union software solutions.
The Sogolytics software suite is an all-in-one feedback management platform for your entire credit union community—members and employees. SogoCore enables you to create forms, polls, and even assessments to audit practices or assess training effectiveness.
For a more comprehensive look at member experience, SogoCX offers advanced analytics to make data-backed decisions aimed at increasing member retention and acquisition. With SogoEX, you can screen candidates, onboard new hires, gauge performance and morale, and use feedback to continually improve the credit union employee experience. Plus, with the SogoConnect ticketing system, you can instantly flag and resolve member issues.
Want to get a better read on member satisfaction or loyalty? Or maybe you’re trying to understand employee engagement at your credit union? No matter your needs, Sogolytics offers a wide variety of survey templates to help you connect with any member of your credit union community.
Just select a survey from our template bank, then customize it to fit your needs and match your credit union’s unique branding.
Similar to customer experience management, credit union experience management is the process of monitoring and managing member engagement, satisfaction, and experience. Sogolytics offers a holistic member experience management platform that allows you to connect with members and solicit their feedback.
Sogolytics enables you to resolve member issues, analyze member behavior, and leverage member data for actionable insights that can be used to improve the member experience and boost retention rates.
Sogolytics can help you turn existing members into brand advocates, develop effective marketing campaigns for your target audience, and dramatically improve your credit union’s online reputation.
With dynamic linking, Sogo enables you to send out credit union member satisfaction surveys that automatically invite satisfied members to leave a public Google review. By inviting (and potentially incentivizing) your best brand advocates to leave online reviews, you can improve your online reputation and attract new members.