Clean Energy Credit Union (CECU) is a nationwide, online-only credit union dedicated to financing the clean energy movement. Their mission is to create a world where everyone can participate in the clean energy transition, providing affordable financing options for solar, geothermal, and other clean energy projects.
As a fully digital credit union with no physical branches, CECU faced unique challenges in managing their operations, member experiences, and business partnerships. Manual processes, lack of automation, and the need to scale efficiently led them to seek a CRM solution to consolidate systems and streamline workflows.
Key Challenges to Tackle
- Manual Processes: CECU’s core operating system and Loan Origination Systems (LOS) provided limited automation, resulting in time-consuming, tedious tasks for staff, affecting both productivity and costs.
- Scattered Data: With separate systems for loan processing, member services, and dealer relations, employees had to jump between platforms, causing inefficiencies and a clunky experience for members.
- Dealer Relationship Management: CECU works closely with solar dealers to provide financing services for members. The dealer network was managed through spreadsheets, hindering the credit union’s ability to build and maintain strong relationships.
How Creatio Solutions Digitally Transformed CECU
CECU selected no-code platform Creatio to address these challenges. According to Nicole from CECU, Creatio was not just a CRM—it offered automation capabilities, workflows, and the flexibility to consolidate multiple systems. This integration enabled Clean Energy Credit Union to:
- Automate manual processes, freeing up employee time and resources for more meaningful member interactions.
- Consolidate member, loan, and dealer data into one platform, improving efficiency and member service.
- Streamline dealer onboarding and training, improving B2B relationships and scaling efforts.
Business Impact: Boosting Efficiency and Scaling with Creatio
- Enhanced Member Experience: With a single source of truth within the credit union, member service representatives can now access complete profiles and provide better, more efficient service.
- Scalability: As CECU grows, Creatio offers the flexibility and customization needed to scale operations, add new products, and onboard more solar dealers.
- Operational Efficiency: Automating workflows reduces manpower needs, cutting costs while enhancing employee satisfaction by eliminating tedious tasks.
Working with Solutions Metrix
CECU credits Solutions Metrix for guiding them through the implementation process. “They’re experts in the tool,” said Nicole. “We knew what we wanted to achieve, and Solutions Metrix helped us figure out how to get there.” Although CECU initially struggled with visualizing the full capabilities of Creatio, Solutions Metrix’s support enabled them to realize the tool’s full potential, ultimately leading to a successful digital transformation.
This partnership has positioned Clean Energy Credit Union to better serve its growing membership, improve operational efficiency, and achieve its mission of accelerating the clean energy transition.
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