Mastering Member Connections:
The Power of CRM + Symitar Integration
for Credit Unions
June 17, 2025 at 11 AM ET
Session time: 30 Minutes + Live Q&A
Attention Credit Union Leaders: Are your front-line teams frustrated with switching between disconnected systems, bogged down by manual tasks, or losing out on valuable member connections? If so, this webinar is for you.
Solutions Metrix invites you to explore how integrating CRM with Jack Henry’s Symitar is helping credit unions accelerate digital evolution, streamline operations, and personalize every member interaction.
How credit unions are centralizing data from Symitar and other systems into one 360° view
Automate manual processes like loan processing, and service requests with low-code solutions
Leverage predictive analytics and real-time dashboards to anticipate member needs and act proactively
Implement a flexible Customer Relationship Management strategy that adapts to your institution’s needs
Ask your toughest integration, governance, and experience questions
Solutions Metrix has helped credit unions across the U.S. and Canada implement CRM solutions that honour the member-first mission while streamlining back-end complexity. This webinar gives you a hands-on look at our pre-built Symitar connector and how to make it work for you.
Chief Operations Officers:
Reduce friction across channels and departments
Chief Information/Technology Officers:
Integrate seamlessly with Symitar and optimize IT resources
Chief Lending Officers:
Automate lending flows and make decisions faster
VPs of Member Experience:
Personalize every interaction with real-time insights
VPs of Marketing/Strategy:
Launch campaigns powered by unified member intelligence
Credit Union Specialist at Solutions Metrix
Former AVP of Member Experience, Generations FCU
“Your CRM is only as powerful as the data you put into it. That’s why it’s essential to understand what your core systems do well—and where they fall short.”
Lead – Center of Excellence in Operations
“It’s not just about connecting to Symitar—it’s about enabling CRM workflows that adapt as credit union needs evolve.”
