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 Copilot 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.
- 1
People-Centered
Unify member profiles, interactions, and financial activities to gain a true 360-degree view that supports personalized service.
- 2
Marketing Journeys and Customer Insights
Market 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, including householding, financial products, and referral relationships.
- 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 and AI-driven product recommendations.
- 7
Role-Based Experiences
Deliver targeted dashboards and workflows for loan officers, contact center agents, and branch staff to increase productivity and service quality.
- 8
Booking Tools
Enable members to schedule appointments and check real-time availability across branches within the CRM interface
Solution Benefits
- Gain a 360-degree view of member data to drive personalized service
- Reduce onboarding and operational costs
- Support omnichannel engagement and increase contact center throughput
- Empower staff with AI-driven insights and embedded productivity tools
- Reduce operational costs and onboarding friction with workflow automation
- Integrate easily with financial and core banking systems
- Access anywhere with full mobile and desktop compatibility