Credit Unions


CRM for Credit Unions

Consumers choose credit unions over national banks because they have an expectation of personalized service—that you’ll get to know them better than any bank could ever hope to.

They may have opened a savings account with you because your branch was nearby, but chances are, they’ll mortgage their home and recommend you to friends because of the service they receive. CRM for Credit Unions enables you to automate time-consuming activities while implementing a consistent set of processes that increase member acquisition, reduce churn, maximize share of wallet, and help deliver a member experience that is noticeably better and more personalized than competing financial institutions.

CRM Benefits for Credit Unions

Pivotal CRM ensures you maintain competitive advantage. See what CRM for Credit Unions can bring to your business:

Increase share of wallet

Capture member preferences including products held at competing organizations. Set alerts to follow up at the end of a term with a highly personalized offer to build your share of wallet with each member.

Take a proactive approach to member relationships

Build a trusted relationship with your members by reaching out to them not just to sell products but also to act as a valued advisor. Proactively follow up with members who are trending towards hardship as well as those who are likely candidates for additional high-value services.

Match members to products and services

Create detailed member profiles that allow you to provide personalized service across a full financial lifetime. Understand which members are good candidates for a student loan, home equity line of credit, insurance product or those who might be considering retiring in the near future.

Streamline processes

Focus on building member relationships, not time-consuming manual processes. Automate routine processes like account setup and spend member interaction time on relationship-building activities.

Key Features

We ensure you have power and flexibility, including:

Detailed member profiles
Cross-selling tools & referral capture
Relationship & influence tracking
Activity management & planning
Territory & opportunity management
Privacy compliance & disclosure
Literature & materials fulfillment
Administrative assistant portal
Account alerts & productivity tools
Workflow management & power searches
Complaint & feedback management

There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client.

Ginelle Davidson, MIS Director, Kantar Retail

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. Pierce, Principal Financial Group

I have been extremely pleased with their quick response, quality service, and professionalism. These guys are super easy to work with and they really know their stuff. I strongly recommend Tokara Solutions.

Sandra Luckins, Harley-Davidson Financial Services