The Hitachi Solutions (formerly Customer Effective) team is hosting a webinar on June 3rd on Microsoft Dynamics CRM for Credit Unions.
Our team knows that a key business imperative for Credit Unions is to attract and retain more profitable member relationships and improve efficiency through cost-effective, widely adopted, easy-to-use tools that provide a consolidated view of client data for higher levels of Member awareness and more effective identification of cross-sell/up-sell opportunities to generate higher profitability.
See how other Credit Unions are using our solution, built on Microsoft Dynamics CRM 2013 provides an integrated 360 degree view of:
- Companies
- Members
- Households
- Referrals
- Deposit Accounts
- Asset Accounts
- Loans