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CRM for Credit Unions

With large financial institutions putting customer experience first, credit unions are faced with increasing challenges to attract new members, while maximizing assets invested by its existing members.

In this webinar, you will learn how CRM/ MRM can be used to overcome these obstacles by creating a 360-degree view of credit union members and prospects, empowering your organization and its employees to deliver relevant and timely conversations to improve the overall member experience.

Key Discussion Topics:

  • Understanding the need for Membership Relationship Management (MRM)
  • Describe what is MRM for Credit Unions
  • MRM Demonstration