Hitachi Solutions Engage for Credit Unions

Tailor-Made Relationship Management for Credit Unions

Get a Holistic view of Credit Union Members for a Personalized Member Experience

Discover unparalleled member relationship management designed specifically for your industry with Hitachi Solutions Engage for Credit Unions, built on Microsoft Dynamics 365. Our solution empowers you to comprehensively understand, track, and manage your relationships with members – leading to increased business and enhanced member loyalty.

Hitachi Solutions Engage for Credit Unions provides leaders with a holistic, member-centric view of their business, fostering strong, enduring relationships with members.

Why Hitachi Solutions

implementation and quick adoption through proven best practices. Engage for Credit Unions will help you:

  • Leverage a consolidated system specifically for credit unions
  • Create better engagement and drive efficiency and productivity
  • Offer products and services that are tailored to member needs
  • Win customer loyalty and improve retention

Holistic, member-centric views to foster strong, enduring relationships with members

Download the Data Sheet

360-degree Member View

Gain a comprehensive understanding of your members by integrating all member information within Dynamics 365. Obtain a complete 360-degree view of each member, including their profile, household, interaction history, owned products, and financial needs.

Effective Marketing Campaign and Offer Management

Adopt a highly structured, data driven approach to business development and ensure consistent communication and present compelling offers to members, regardless of the channels through which you interact with them. Share and utilize member insights to offer personalized advice, enhance service quality, and deliver targeted upselling and cross-selling opportunities.

Real-time Analytics and Reporting

Make informed decisions using role-specific and line-of-business customized dashboards and reports that contextualize information. Leverage real-time data analytics to gain actionable insights into your credit union’s performance, trends, and opportunities. Utilize built-in reports or create custom, interactive dashboards to inform strategic decision-making and enhance response to market changes.

Streamlined Lending Services

Enhance the efficiency of your lending processes with automation and seamless workflows. Ensure compliance, reduce manual errors, and provide faster, more accurate approvals to improve member and member satisfaction while saving significant time.

Talk to an expert

Leverage our decades of credit union and technical expertise to get more from your Dynamics 365 investment. Talk to our experts today.

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