Using the Creatio platform, Solutions Metrix will assist the credit union in achieving its goal of prioritizing members in decision-making and enhancing service delivery
Solutions Metrix, a leading provider of customized CRM solutions, proudly announces that it will lead the CRM implementation project for Generations Federal Credit Union (Generations FCU). The company’s task will be to provide solutions that will contribute to getting better visibility into member interactions and engagements, putting Generations Federal Credit Union’s members at the forefront of decision-making, and achieving 360-service delivery.
50,000 consumer and commercial members receive services from Generations FCU in multiple offices, both on-site and online, and the organization oversees approximately $1 billion in assets. The primary focus of Generations Federal Credit Union has been on member satisfaction and giving them the tools to manage their finances and participate as co-owners of the business.
Using the Creatio platform, Solutions Metrix will centralize all member-related information, which will directly improve member satisfaction. This complete overview of member interactions will help Generations FCU engage more effectively and tailor unique experiences for each member, opening up new ways to increase revenue.
The no-code platform with the solution Financial Services Creatio was selected to implement the services. Its customer 360-degree view, lead and opportunity management, cross-/up sales, agent management, analytics and reporting tools, and efficiency tools will significantly enhance the credit union's ability to understand and interact with its members.
These features enable a holistic approach to managing customer relationships and tailoring services to individual needs. With them, credit unions can make data-driven decisions that bolster member satisfaction and loyalty.
About
Solutions Metrix is your digital transformation partner. With 15+ years of experience, we’ve completed 400+ successful projects. Our tailored CRM solutions streamline operations for credit unions, fostering personalized member connection and employee satisfaction. We prioritize people, not just technology, making us unique in the tech space.
Creatio is a global vendor of one platform to automate workflows and CRM with no-code and maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio’s DNA.
