Скачать или смотреть North Shore Credit Union Quadruples Assets under management with Pivotal CRM

Pivotal CRM is at the core of North Shore Credit Unions ability to provide high-value financial advisory services and a high level of customer intimacy. Its their window into members, products, and services everything anyone could need or want to know is presented to them in a way that makes sense to them in the context of their role and interaction with the customer. Employees are empowered to make decisions about whats best for the customer and for North Shore Credit Union at every interaction. Pivotal CRM gives them a complete view of a client profile and the ability to offer a full range of products to them.

Watch Fred Cook, Chief Information Officer at North Shore Credit Union, as he outlines how NSCU quadrupled assets under management with only 1% member growth through a focused member intimacy strategy powered by Pivotal CRM. Discover why your users and executive team will love Pivotal CRM.

Learn how a credit union used Pivotal CRM to help increase revenue, profitability, and customer retention. http://cdcsoftware-marketing.com/mk/g...