Credit Union CRM Solutions
Think of it: an easy, all-encompassing, totally efficient way to define your credit union’s very own business processes, then actually monitor and move important projects through the credit union. You’ve got it – with SEDONA MRM™.
SEDONA MRM helps you achieve process efficiencies by ensuring timely follow-up on critical financial issues and profitable opportunities. It provides a set of process templates you can customize to your credit union’s unique needs, adding, for example, custom fields to capture critical, credit union-specific data. Process efficiencies come, then, from SEDONA MRM being able to save your credit union staff the time it takes to fill out and manipulate documents – like spreadsheets – manually.
In fact, all credit union processes can be added and edited easily from a central location online. SEDONA MRM instantly reconfigures and reassigns appropriate work in progress. Authorized banking staff can view the status of work and analyze process efficiencies anytime through a personalized Web-browser portal.
Processes can be triggered manually by a user, by an event or alert, or as part of a credit union campaign. Even documents, emails, and other materials can be stored with an individual contact record to allow authorized credit union staff a complete view of member interaction and necessary follow-up.
Improving your credit union’s process efficiencies has never been easier. Many SEDONA MRM users seeking process efficiencies have found they can do away with other solutions, because SEDONA MRM can incorporate the best of their functionality into its own workflow management engine.
For a free demonstration of how to ensure and improve your credit union’s process efficiencies with SEDONA MRM, Contact SEDONA today.
