Arkatechture’s Post

Name: Digital Transformation Strategies for Credit Unions in a Data-Driven World
Uploaded: 2024-07-03T13:00:28.211Z
Channel: Arkatechture
Description: An integrated partnership between where you keep your member data and the CRM that your front-line staff is using is the secret ingredient to a truly successful member 360 view, and a crucial part of your credit union's strategy. Check out the full on-demand webinar here: https://lnkd.in/erJvmq_x #CRM #datastrategy #creditunions #datadriven #Member360view

Arkatechture

2,148 followers

3mo

An integrated partnership between where you keep your member data and the CRM that your front-line staff is using is the secret ingredient to a truly successful member 360 view, and a crucial part of your credit union's strategy. Check out the full on-demand webinar here: https://lnkd.in/erJvmq_x #CRM #datastrategy #creditunions #datadriven #Member360view

Transcript

Stitching together your data from disparate systems and defining the single source of truth. So you have on average in the contact center, I would imagine five to seven different systems that teams and people move through to go and understand the the scope of a relationship with the member. Now if you could streamline that and then put out what that contact center employee should be talking about to a member into the CRM. You're going to have a immensely increase their efficiency and you're also going to create this proactive approach that's going to replicate that branch experience. That said, let's just talking about, but it's also going to be something that you can then pull back into the data warehouse and track. It's really imperative that you're taking this data that you're blessing and saying this is accurate, this is the right number, the right calculation, the right definition, and you're leveraging that with all of the other financial technologies that you have. In the credit union, improving member engagement, enhance the communication that you're having with members by leveraging systems like the CRM to automate those tasks and those conversations that you're having. Have that repository that's writing back directly to the core, so.

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Arkatechture’s Post

Digital Transformation Strategies for Credit Unions in a Data-Driven World

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