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Corelation, Inc. Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Value-Added Resellers (VARs), IBM Channel Partners

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Description of Corelation, Inc.

Corelation provides a new person-centric approach for credit unions that are looking to provide the best service possible ultimately enhancing their value for member attraction and retention.

Reviews

Global ratings 3
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Type of review

Revainrating 4 out of 5

Great to work alongside and attentive listening for success

The team at corelaton has been great so far! I have had very positive experiences working with them thusfar in building our relationship - they've done an excellent job of helping us understand what we need from this platform as well how it will fit into my current strategy/planning process (which is really key!). They listened intently during all stages throughout development which made me feel like i was being heard by someone who cared about getting things right first time around versus just

Pros
  • Easy to contact & communicatr when you need something/have questions
Cons
  • Would like to see more integrations with 3rd party platforms/platforms

Revainrating 5 out of 5

Makes tracking complex relationships quick and simple

The ability to see at one glance all of my activity in a given account has been fantastic! There is nothing I dislike about this system; it's easy to use, looks great, etc. It can be difficult sometimes to find your way around as there isn't an integrated search function by default (which would make navigation so much easier). If you're trying to figure out what exactly happened with transactions from several different sources, then you need a tool like Corelation. It solves the issue of not…

Pros
  • Tracking financial data
  • Easy access through mobile app/website
  • Great customer service team when needed for assistance &/or help troubleshooting problems that arise.
  • Flexibility we've customized our reporting within Correlation without any issues whatsoever.
  • They have helped us resolve technical glitches too quickly which really helps keep business running smoothly during those
Cons
  • I will keep silent

Revainrating 5 out of 5

responsive and very responsive to our needs!

The team at corelation is very responsive! They listen closely to our needs and concerns regarding how we want them to help us with marketing campaigns. Sometimes it takes several emails back and forth before they get what you're asking about; however once they do understand your question or concern, they respond quickly (sometimes within minutes). I think this would be more of an issue if there were other people in my department who could communicate better as well - but overall great…

Pros
  • Quick response times for customer service queries especially when needing information fast that might not come up during normal business hours
Cons
  • Will fit