Video: End-to-End Member Management for Credit Unions Demonstration in Dynamics 365

See the end-to-end value of HSO’s Credit Union solution for managing loan and mortgage services, referrals, and customer relationships

In this demonstration, you will see the end-to-end value of HSO’s Credit Union solution for managing loan and mortgage services, referrals, and customer relationships.

Our solution, built on Microsoft Dynamics 365, integrates with Microsoft Teams, providing you with web-based interactions and easy appointment booking.

We use Power BI to analyze data from multiple banking and credit union systems, giving you a comprehensive view of your customers’ transactions and personal details. With our platform, you can easily track communication history, streamline list generation and opportunity management, and stay compliant with Know Your Customer (KYC) regulations.

Our drill-down views, social interaction tracking, and opportunity tracking features provide you with valuable insights to improve customer satisfaction and increase your outreach efforts. Plus, our customizable pre-built dashboards for commercial banking purposes help you monitor individual and branch performance, membership growth, and attrition.

Don’t miss out on the opportunity to optimize your credit union operations with HSO’s Credit Union solution:

  • Loans and Mortgages
  • Referrals and Scheduling
  • Relationship Manager Daily Dashboard
  • Active Member Views
  • Core Systems Integration
  • Relationship Insights
  • Case Management
  • Householding
  • Know Your Member Compliance
  • Marketing Competencies
  • Teams Calling
  • Pipeline and List Management
  • Customer Service Competencies
  • Pre-Built Dashboards

Learn more about how we support Credit Unions

Contact us now to experience the power of our comprehensive platform for managing loans and mortgages, referrals, and customer relationships

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