Testimonials

09 Patti Jatkevicius, SVP of Marketing, Liberty Bank

With SEDONA CRM, we have the technology to direct our customer relationships at every touch point and to offer the right financial services at the right time for the customer. The SEDONA solution will also show our management team what's working as it's happening. That will make us even more responsive, and ultimately, more successful.

We heard that banks using SEDONA CRM have seen their services per household ratio increase by 21 percent in just two years. One bank reported that it could flip a switch and see the profitability of a customer, product or business unit. That saves an enormous amount of time and enables us to make smarter decisions quickly.

To achieve results like these, we need to have this level of information at our fingertips. Our customers' financial lives are changing faster than ever, and it is vital that we use advanced technology like SEDONA CRM to address this heightened pace of change. SEDONA CRM will help us continue to create the highest quality customer experience.

10 Connie Thienes, Director Product Management, Heartland Financial

We believe the first 180 days of a new relationship is the prime window of opportunity for expanding and solidifying our rapport with a new customer. To manage our on-boarding process manually would be an onerous task. SEDONA CRM simplifies the process, allowing our employees to focus their time on serving our customers rather than on administrative tasks.

20 Deborah Griesbach, VP Marketing and Business Relations, Advancial FCU

We are seeing an increase in member growth from Louisiana to Alaska, and new member on-boarding allows us to fulfill our mission of anticipating the needs of our members by providing timely, unbiased and intimate financial advice and a full array of technology-enabled products and services that deliver exceptional value.

30 Chad Crouch, Marketing Information Officer, Central Bancshares

The power of having all this pertinent information on a timely basis ensures that our customers' needs are being met, and enables us to make appropriate, precise, and swift decisions in a challenging environment. By better understanding our customers, and servicing them better, it helps us continue to show our customers the way to the financial goals they desire.

50 Karyn Roche, VP, Sandy Spring Bank

The SEDONA CRM system gives us incredible value; it has so many facets, any one of which justifies the cost of the system. At Sandy Spring we started with it as our MCIF, but now we use it as a referral system, for contact management, for sales management, for dashboard report distribution and for client and product profitability. Its scalability makes it so easy to expand - we've gone from 2 users in Marketing to hundreds throughout the bank, without having to worry about licenses, individual PC installations, added expense or any slowdown in response times. I've used and looked at other systems, and I can't figure out why every bank doesn't switch to SEDONA!

60 Sue Savat, Senior Vice President/CFO, Merchants Bank

Before SEDONA CRM gave us the ability to input and track our loan pipelines by using custom fields, each of our locations manually created their own pipelines. The reports were inconsistent and very time consuming. The SEDONA CRM solution has allowed us to reduce man hours in producing this information and has provided consistent reports that are available at the push of a button.

Bob Connor, President, CU Ink

The current state of the economy offers credit unions a unique opportunity to attract new members seeking safer alternatives consistent with their individual financial goals. By utilizing the capabilities of Intarsia, our marketing services will assist the credit union in identifying and attracting new members, as well as retaining their current members.

Cindy Gribben, CEO, Natco Credit Union

Because we are a member owned not-for-profit financial cooperative, each dollar of profit is passed along to our members in the form of higher dividends on savings, lower interest on loans, or new and improved services. The Intarsia MRM technology, along with the Sharetec system, will enable us to provide exactly the right product or service our members need to achieve their financial service goals. This will further enhance our goal of providing the best financial services, at the lowest cost.

Dottie Wall, President, Ascension Credit Union

We strive to build valued relationships by delivering personalized financial solutions. The analytical capabilities of Intarsia will enable us to identify and provide those personalized solutions to our customer, at exactly the right time. Our implementation of an organization-wide MRM solution will also ensure that we provide the same member-centric service at our additional branches.

Helen Edwards, CEO and President, Norristown Bell Credit Union

Norristown Bell is a full service financial center where our members come first. We are dedicated to helping our members and their families reach their financial goals. By applying the capabilities of SEDONA MRM, we are taking that dedication a step further. By fully understanding what our members needs are, and when they need them, we can employ another tool assuring that our members' goals are attained.