Resources for Credit Unions
Learn more about our experience in the Credit Union industry
Solutions for Credit Unions: Attract New Members and Keep Them Loyal
Create strong member relationships and bring in new business
As a credit union, you face unique challenges that have only been increased or accelerated as customer demands have changed—due to economic factors, a long-lasting pandemic, technological advances, and more. HSO can help.
To compete with commercial banks—especially the handful of major institutions the majority of households do business with—credit unions must stay in front of conditions and trends that are rapidly changing and difficult to anticipate:
Most importantly, it is the mission of any credit union to improve the lives of their members and community, including small businesses are struggling even more in the wake of a global pandemic
HSO & Microsoft help your Credit Union thrive in the new digital age
DUCA Financial Services Credit Union increased its media buy efficiency by 20% in just three months with HSO's Credit Union solution.
Provide excellent service to members and attract new ones with a fully integrated solution
Powered by Microsoft Azure and Dynamics 365, HSO’s Solution for Credit Unions are designed to help you better understand and relate to each of your members and gain operational control over sales, service, marketing, and social engagement insights–focusing on the unique needs of credit unions:
HSO’s credit union solution provides full operational control over all aspects of the business while addressing two major concerns for all credit unions, defending against fraud and simplifying the onboarding process, to help accelerate account opening and eliminating duplication of effort. You get:
A 360 degree view of members and prospects
Pipeline management
Marketing automation
Engagement tracking
Member management
Reporting & analytics
Video: Meeting My Targets and Goals as a Credit Union Branch Manager with Actionable Insights
Watch our video to see how actionable insights provide credit union branch managers the opportunity to oversee sales team members, manage targets and track goals.
Get exactly what you need to run your credit union business
A solution packed with features isn’t enough; you need technology to support the processes that are unique to your credit union. The Microsoft Power Platform has the tools – Power Apps, Power BI, and Power Automate –that give you easier access to business intelligence, app development, and app connectivity.
Best of all, the Power Platform not only extends Microsoft 365 and Dynamics 365, but it also integrates with nearly any business application or system, including Salesforce, SAP, Oracle, or credit union point solutions. It enables you to easily build business apps and extend or customize the software solutions you use—in days, not months.
Resources for Credit Unions
Learn more about our experience in the Credit Union industry
Contact us to talk to an HSO credit union expert today.