Features
CRM Accelerator for Credit Unions
Unify and automate your financial processes, increase the health of your member relationships, and improve your bottom line.
Transform Your Credit Union with Members at the Center
Is your credit union looking to deepen member relationships, maximize member value, and deliver the best customer service possible?
Powered by Microsoft Dynamics 365, our CRM Accelerator for Credit Unions offers a centralized hub for streamlined member-centric operations, ensuring a holistic approach to meeting member demands for instant, personalized service. AI and Co-pilot infused, it enables Credit Unions to seamlessly manage their diverse activities across multiple channels.
HSO's CRM Accelerator for Credit Unions helps transform your business by enabling streamlined operations and personalized member engagements, right out of the box. Elevate your credit union's digital presence effortlessly with our platform's strong yet flexible foundation.
HSO's CRM Accelerator for Credit Unions helps transform your business by enabling streamlined operations and personalized member engagements, right out of the box. Elevate your credit union's digital presence effortlessly with our platform's strong yet flexible foundation.
- 1
People-Centered
Integrate member profiles, interactions, and transaction information to transform from a transactional or account-based view to a people-centered one.
- 2
Better Marketing
Marketing more efficiently with members based on milestones, transaction histories, and more.
- 3
Empower Employees
Empower your teams to better understand and predict member health with a clearer view of member activity and history.
- 4
360-Degree View of Members
Gain access to all member information.
- 5
Efficient Onboarding
Identify and automate member onboarding processes to improve employee efficiency and increase member satisfaction.
- 6
Sales Management
Quickly identify opportunities with intelligent sales systems.
Solution Benefits
- 360-degree view of member data enables employees to deliver enhanced member experiences
- Reduce onboarding and operational costs
- Easily and accurately manage your financial operations
- Allows contact centers to handle more interactions and anticipate member needs
- Manage business activities automatically with tailored workflows
- Financial System Integration
- Works on all devices