Insightful Markets
About
Description
FAcheck by Insightful Markets is designed to help YMCAs efficiently and accurately qualify individuals for financial assistance. By eliminating the need to collect personal documents like W-2s and pay stubs, FAcheck streamlines the verification process, reducing administrative workload. This allows YMCAs to grant aid more quickly, creating a more welcoming experience for members while also improving their ability to sell memberships.
Solution Details
By automating eligibility tracking and syncing data directly into Daxko, Ys can serve their communities with greater efficiency while maintaining accuracy and compliance.
Features & Benefits
Simplified Financial Assistance Management
Automate qualification tracking, reduce paperwork, and manual errors.
More Secure Processes
Eliminate the need for collecting personal financial documents.
Seamless Data Syncing
Ensure financial assistance statuses and household details are instantly reflected in Daxko.
Enhanced Member Experience
Accelerate onboarding and make financial assistance more accessible and a more welcoming experience.
Improved Decision-Making
Gain clear visibility into financial assistance trends to better serve your community.
Data & Permissions
Live
New Prospects: If a person processed in FAcheck has never been a member, FAcheck will create a prospect record in Daxko and sync relevant data, including name, contact information, and financial assistance qualification details.
Current or Past Members: If a person processed in FAcheck has a membership record, FAcheck will match the email to an existing record and update the member profile with financial assistance status and household details.
Details
- Sales Email: aaron@insightfulmarkets.co
- Support Email: support@facheck.com
