Salesforce for Credit Unions
Transform the credit union banking experience for members.
Member expectations are growing in the credit union industry. 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. With Salesforce, credit unions can improve operational efficiency and member satisfaction by evolving with members at all stages of their financial journey.
Benefits of Salesforce for credit unions
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.
Drive operational efficiency
Streamline business processes, decrease duplicate efforts, and reduce the need for multi-system navigation by automating manual processes.
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.
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 was looking for a digital platform that could grow with them and recognized that in order to operate an efficient business model, they needed to empower their associates to execute their tasks and collaborate around their members. The credit union had been conducting many of its member processes manually and was challenged by siloed data spread across a lot of spreadsheets and the lackluster CRMs that came packaged with its internal core systems.
After working with Silverline to implement Salesforce, they can now see a complete view of the data for each of their members and are able to track the activities associated with them. Learn how GreenState Credit Union partnered with Silverline to drive real change in their business to gain better member visibility.
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Why choose 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.
