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.
Help make the everyday exceptional. Give your team the technology and tools they need to identify and support new and longtime members.
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:
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:
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:
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.
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.
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