How to unify your back office with enterprise CRM that is purpose-built for credit unions
Credit unions and banks want to provide a unified customer experience across all channels, locations, and lines of business. But this desire is often complicated by what’s going on behind the scenes and the technology in place. Merger activity often means that financial institutions have more than one banking core system in the back office, and customer data isn’t shared across the enterprise.
How can these organizations get a single view of the customer, without having access to all data between their core systems?
One solution financial institutions should consider is an enterprise-wide CRM, which, when used strategically, will bridge gaps in the back office.
What are the benefits of using CRM in this way? Well, here are half a dozen to get you started:
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