Credit Union Blueprint
Powered by Microsoft Dynamics 365
Credit Union Blueprint sets a Credit Union apart from a big bank by addressing the everyday challenges and pain points of running a Credit Union business. Built within the Microsoft Dynamics platform, the solution is designed to provide your business with a 360 degree view of each member as well as operational control over, Sales, Service, Marketing and Social Engagement Insights.
We have immense experience in integrating data from other systems. Whether you chose to implement a single system or maintain multiple systems we have the experience and know-how to deliver a Microsoft solution that drives your Credit Union forward.
With more than 70 financial services implementations, CRM Dynamics an HSO Company is uniquely positioned to serve Credit Unions in implementing Microsoft Dynamics 365. As Canada’s largest Microsoft Gold certified CRM partner, we can provide you with a tailored solution that will get your firm up and running quickly.
How to reach younger members with Credit Union Blueprint?
How Credit Union Blueprint can help you increase profits?
How Credit Union Blueprint can help your members stay loyal?
360 Degree Contact View
Reporting & Analytics
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Read about how a Credit Union turned to CRMD & D365 to find a way to hit their goals.
Transform How You Manage Your Operation With Credit Union Blueprint?
The marketing functionality of Dynamics 365 will allow Credit Unions to create dynamic and creative campaigns that can help reach goals that may not seem possible. But, don’t take our word. Instead, look at our award-winning results that a Credit Union client had by implementing a Microsoft CRM solution with CRM Dynamics in 2017.