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First West Credit Union selects HSO and Microsoft Dynamics 365 to deliver operational excellence and create remarkable experiences for members

12 Jan, 2023

British Columbia’s third-largest credit union set to unlock member value and accelerate growth by migrating to a comprehensive customer relationship management platform

LANGLEY, B.C.  HSO, a leading global business transformation partner, recently announced that one of the largest credit unions in Canada, First West Credit Union, has selected Microsoft Dynamics 365 Customer Service and Dynamics 365 Sales Premium as their new cloud-based customer relationship management platform.

With 45 branches and more than 250,000 members, FWCU brands include Envision Financial, Valley First, Island Savings and Enderby & District Financial. First West has developed a strong and collaborative relationship with Microsoft and the two organizations have achieved some notable successes, which include moving to cloud-based services, upgrading systems, and enhancing security through Microsoft’s integrated platforms.

“First West is taking another huge transformational step forward with Microsoft and the Dynamics 365 platform,” says Darrell Jaggers, Chief Transformation Officer at First West Credit Union. “We are so excited about the new capabilities creating next-generation member experiences across all points of engagement. We are also thrilled about HSO and Microsoft’s support and commitment to this journey – a powerful collaboration indeed.”

Since the Covid-19 pandemic, credit union customers have become reliant on remote digital services and capabilities. This has increased the pressure for credit unions to deliver an enhanced customer experience and become more adaptive and innovative than ever before.

Dynamics 365 is Microsoft’s next-generation business application suite using the power of Microsoft Cloud for Financial Services, Microsoft 365, Microsoft Power Platform, and Microsoft’s advanced intelligence tools.  HSO has an industry-specific solution that pre-configures and extends Dynamics 365 to meet the unique needs of the Credit Union industry, helping organizations like First West Credit Union deliver operational excellence and create engaging member experiences.

“We are very excited to have the opportunity to help First West Credit Union transform their business process and enhance their member experience,” explained Bill Gardner, Managing Director, HSO Canada. “First West searched for a scalable solution that would help them gain a unified view of their members and improve business agility. Microsoft Dynamics 365 was the missing piece of the puzzle because it connects and extends their existing Microsoft technology and equips them with a comprehensive cloud platform that is flexible enough to adapt as they grow. We look forward to helping them accelerate their business growth and drive this transformation.”

“We’re pleased to support First West Credit Union as they continue to make a greater impact through Microsoft Dynamics 365’s innovative capabilities,” says Sherief Ibrahim, General Manager, Business Applications at Microsoft Canada. “This technology will enable them to build stronger member experiences and accelerate their growth using intelligent customer insights and process automation.”

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About First West Credit Union

First West Credit Union offers members the financial strength, comprehensive product selection and extended branch network of a large financial institution while maintaining local brand identities and a unique grassroots approach to service. Led by Launi Skinner, First West is British Columbia’s third-largest credit union with nearly $16.9 billion in total assets and assets under administration, more than 250,000 members and approximately 1,250 employees. It operates 45 branches throughout the province under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.

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