Salesforce for Credit Unions
Deliver a seamless everyday experience for your members with intuitive analytics solutions
Benefits of Salesforce Financial Services Cloud for Credit Unions
Help make the everyday exceptional. Give your team the technology and tools they need to identify and support new and longtime members.
Drive New Memberships
Manage leads and referrals from qualification to application with visibility into lead/referral scoring and insights and application pipelines. Prioritize based on the greatest propensity to become a member and provide visibility into pipeline trending and conversion rates across the team, branch, and territory.
Some examples of our solutions to help credit unions achieve this:
- Referral analytics
- Lead/referral scoring and insights
- Application pipeline analytics
Deepen Relationships with Member 360
Manage the new member experience with defined onboarding action plans. Understand financial accounts and opportunity areas to deepen the relationship through deposit accounts, lending, and other services.
Some examples of our solutions to help credit unions achieve this:
- Member 360 insights
- Financial accounts whitespace analytics
- Action plans and activity management
- Relationship mapping
Exceptional Member Servicing
Provide exceptional member servicing expected of full service credit unions. Quickly understand the full picture of members and provide servicing in the preferred channel: self-service bots, chat, phone, or in person.
Some examples of our solutions to help credit unions achieve this:
- Member 360 insights
- Servicing workflows/digital process automation
- Experience Cloud
- Intelligent bots (e.g., chat)
Proven Success for
Credit Unions
Teachers Federal Credit Union is one of the country’s largest credit unions with $8B+ in assets and more than 375,000 members across all 50 states.
Teachers’ management team was challenged by a lack of visibility into the book of business and performance by team, branch, and region at any given time with their instance of Financial Services Cloud.
Atrium leveraged CRM Analytics to design, develop, and embed a performance and activity dashboard that tracks deposit pipeline, applications, referral conversion, and new member acquisition, as well as an activities dashboard that tracks branch activity and action plans for new members, life events, financial goal setting, and opportunities. In addition, account-level analytics provided them with actionable insights in real time.
Provide the Exceptional Experience
Your Members Expect
Credit unions today have so much to keep up with when it comes to member experience. While focusing on providing exceptional experiences for existing members, your team has to consider converting referrals, deposit pipeline, tracking and measuring branch activity… and more for the evolving financial needs of those you serve. Salesforce Financial Services Cloud for credit unions helps you put the member at the center of your interactions by surfacing actionable insights and delivering a seamless experience, supporting not only your members, but also your team engaging them every day.
Latest Insights from Our Experts
Ready for Real Results?
Reach out to our team—dedicated to the metrics that matter most. We’re here to help you adapt and grow.