CRM for Credit Unions Webinar

Attract & Retain More Profitable Member Relationships


A key business imperative for Credit Unions is to attract and retain more profitable member relationships and improve efficiency through cost-effective, widely adopted, easy-to-use tools that provide a consolidated view of client data for higher levels of Member awareness and more effective identification of cross-sell/up-sell opportunities to generate higher profitability.

See how other Credit Unions are using our solution, built on Microsoft Dynamics CRM 2013 provides an integrated 360 degree view of:
> Companies
> Members
> Households
> Referrals
> Deposit Accounts
> Asset Accounts
> Loans
 

If you would like to view the recording of this Webinar, please contact us for the password!