Unify your member data, improve visibility and eliminate manual tasks.

Unify

Transform your member and employer engagement while reducing your cost to serve

Say goodbye to duelling CRM systems. Designed to enhance the user experience and improve your fund’s engagement with stakeholders, Unify will become your single source of truth for engagement data and a trusted tool to delight members, employers, advisors, trade unions, and industry associations.

The only CRM system your fund needs

From engaging employers to proactively keeping members updated throughout their accumulation and retirement journeys, Unify is purpose-built to proactively manage your complex stakeholder engagement needs.

Full ownership of your user experience
Improved internal capability and data visibility
Stronger member satisfaction
Improved member and employer retention

Improved internal capability and data visibility

Eliminate manual processes and double-handling of member data. Get superhuman results with a CRM that provides enhanced data visibility and efficiency, enabling your people to spend more time serving your members and less time manually finding and analysing data from multiple back-office systems.

Unify empowers users by bringing together the relevant data from your fund’s registry with vital member and employer information to provide an unrivalled experience, regardless of employer size or stage of the member’s employment journey.

Stronger member satisfaction

Make it easier (and cheaper) to provide first-class service to your members. View data based on a human, not their account number. If your trust has grown through merger or acquisition, Unify supports members and employers with multiple accounts providing you with a holistic customer 360 view while you consolidate your back-office administration systems.

Your members, employer and advisor stakeholders are at the centre of Unify’s design. It’s thecentral hub where your fund’s communication channels, accounts, and interactions can be recorded and viewed in a single interface, enabling better service and improving member satisfaction.

Improved member and employer retention

All the information you need about your stakeholders in one intuitive platform

Get data-driven insights that drive more purposeful activity. With the tools to segment employers and members based on various attributes and measures, providing the right resources and services to stakeholders at the perfect time is easy. This drives higher service levels to improve member and employer retention.

Member identity verification & know-your-member processes
Graphical badges for visual representation of member attributes
Track account authorities
Process nominations and beneficiaries
See a complete timeline of all member interactions
Record, transcribe and analyse all member phone calls
Create cases to efficiently handle requests from members, employers or advisors
Handle multiple current and future addresses
Run member events and record RSVPs and attendance
Track advice requests and referrals to advice teams
Urgent alerts for account activity and employment milestones
Handle deceased members notifications
Flag vulnerable members
Segment members and employers based on attributes, demographics and behavioural characteristics.
Robust, configurable workflows for your business processes
Handle new employer leads and opportunities through to new default employer agreements

How Unify works

Unify is built on Microsoft Dynamics 365 providing RSEs with a robust, scalable platform that is simple to use. Your data is hosted securely inside your existing Microsoft tenant inside Microsoft’s Australian data centres giving you peace of mind over data security and sovereignty.

Resolve integrates with your existing systems -- customer portal and mobile apps, back-office registry and administration systems, claims management, complaints handling, email and social media -- saving your teams from the tedious task of rekeying data between systems.

Bringing together the needs of your super fund’s teams that serve members, employers and advisors, Unify is the only CRM your fund needs to provide an unrivalled experience, deliver empathy at every touchpoint and deliver better member outcomes.

Let's get started?

Superware empowers Australian superannuation funds to advance from legacy systems so they can serve, engage and grow with ease.