The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Deeper Member Insights & Improved Results for Baxter Credit Union

Client News

Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services.

But with recent tremendous growth — due in part to its ability to acquire and maintain members by establishing personal, relevant relationships — BCU needed a more robust solution to improve project management and pipeline tracking, as well as easily monitor member activity and track overall enterprise health.

Silverline’s Salesforce implementation opens doors for Baxter Credit Union

In the video below, the BCU team details how Silverline’s Salesforce implementation makes it possible for them to easily view and act on recommendations provided by the Salesforce platform, as well as increase member engagement via intelligent relationship information and connections into other BCU data sources. They anticipate gaining efficiencies by automating manual processes, which will reduce the need for multi-system navigation and bring key information about prospective and existing members to the surface.

See why BCU Project Manager Luke Musinski says, “I don’t have enough good things to say about Silverline — from the RFP to the SOW and the MSA to finally getting the delivery team onboarded and sprinting with them, it was hands down a great experience across the board.”

 

 

Interested in deeper insights from your data and more meaningful connections? See our solutions for financial services organizations.

Leave a Reply

avatar
  Subscribe  
Notify of
Need a custom solution? We can help. Let's Chat