Salesforce for Credit Unions

Deliver a seamless everyday experience for your members with intuitive analytics solutions

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.

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.

Our Partners Focused On Credit Unions

Salesforce Financial Services Cloud provides real-time access to critical data, perceptibility into unique customer journeys, and meaningful insights at every stage of a credit union member's lifecycle.​

As Salesforce platform consulting and technical experts, we combine CRM strategy, data science, and extensive Tableau implementation expertise to drive results on the Tableau platform for credit unions.

Do More Than Just Manage With Salesforce

Through Elevate, our Salesforce managed services offering, we help companies like yours get more value out of the Salesforce platform and related technologies.

How Can Elevate Help My Organization?

  • Ongoing assistance to monitor and evaluate the effectiveness of your solution.
  • Fine-tuned solutions to accommodate changes to your business and data.
  • Enhancement and expansion of your solution with additional capabilities.
  • Access to specialized skill sets, such as Tableau, CRM Analytics, Salesforce, business analysis, data science, and more.

Ready To Talk?

Let us help you get started with Salesforce for credit unions.