Category Archives for "Credit Unions"

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’ Credit Union Blueprint, Credit Unions can set themselves apart from big banks and address the everyday challenges and […]

Meet ‘Penny,’ CRM Dynamics’ 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 process. […]

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 […]