Category Archives for "Credit Unions"

How Microsoft Dynamics Can Help Credit Unions Compete in the Financial Services Industry

Knowledge is power. That’s the case with almost everything, but when it comes to the ability of Credit Unions to compete in the financial services industry it is especially true.One of the best ways to compete in the Financial Services industry is to have more information than your competitors. Microsoft Dynamics 365 can provide the […]

A CRM Solution made for Credit Unions

With the rise of digital transformation, more Credit Unions are leaning into the benefits of a CRM—to not only help expand their client list but to help develop longer-lasting, more profitable relationships with their clients. With CRM Dynamics an HSO Company’s  Credit Union Blueprint, Credit Unions can set themselves apart from big banks and address the everyday […]

Meet ‘Penny,’ CRM Dynamics an HSO Company’s AI-enhanced brandable chatbot for Financial Services

Financial services organizations are increasingly looking to balance the value of digital banking with the benefits of human and personal touch.   According to McKinsey, “60% of active banking customers use digital channels.”  This is only increasing in our current COVID-19 climate. However, sales of new products and services – is still very much an analog […]

How D365 can help Credit Unions deliver better customer service

Credit Unions take great pride in the personal touch. It’d felt that what sets a Credit Union apart from a big bank is the customer service that they provide. Customers agree. For 14 straight years customers have voted Credit Unions as having better customer service than the big banks. But, you can’t afford to be complacent. To maintain that […]