Salesforce for Credit Unions
Transform the credit union banking experience for members.
Members are looking for personalized, real-time engagement across channels, regardless of the line of business.
Simultaneously, they’re looking for proactive service and guidance on their financial health and wellness.
Benefits of Salesforce for credit unions
With Salesforce, credit unions can improve operational efficiency and member satisfaction by evolving with members at all stages of their financial journey.
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Unified Member View
Create a 360-degree view of your members by integrating Salesforce with your core banking and ancillary systems and capturing member interactions across all lines of business.
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Drive Operational Efficiency
Streamline business processes, decrease duplicate efforts, and reduce the need for multi-system navigation by automating manual processes.
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Empower Employees
Enable employees to provide unparalleled customer service by reducing the effort to locate information critical to understanding a member.
Easily find and quickly act on recommendations provided by the Salesforce platform to drive member satisfaction and revenue.
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Build and Grow Relationships
Acquire and retain members by establishing personalized and relevant relationships.
Evolve with members by providing proactive services and guidance to create connected experiences that meet each member’s specific needs throughout their lifecycle.
Implementing Salesforce gives GreenState Credit Union better member visibility
GreenState Credit Union needed a scalable digital platform to streamline operations and improve member collaboration. Manual processes and siloed data across spreadsheets and outdated CRMs were limiting efficiency. After partnering with Mphasis Silverline to implement Salesforce, GreenState gained full visibility into member data and activities — empowering associates and transforming their business for greater efficiency and growth.
Read the success story
Service Innovations to Create Customers for Life in Retail Banking
There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and a faster pace. Improving customer service is key, but if your firm doesn’t have the right platform to help meet new expectations, it’s time to implement a change. In this eBook, learn how to create a better customer experience and improve...
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Why choose Mphasis Silverline?
Silverline is a top Salesforce partner with over a decade of experience serving banks, credit unions, and other financial institutions. Our specialized consultants help credit unions use Salesforce to automate solutions that meet the challenges of today’s economic uncertainty.
We make your customers and members feel their needs are being met with connected experiences across all departments. With proven best practices, Silverline will help your financial institution build a foundation for long-term success and business transformation.
