End-to-End Member-Centric Automation

Credit Unions

25%

Increase in
Member
Engagement

20%

Reduction in
Loan Processing
Times

30%

Increase in
Digital Service
Adoption Rates

*Based On Client Scenario

Credit Unions Are Losing Up to 20% of Members Due to Service Gaps—Transforming Member Experiences Is Essential for Greater Loyalty and Growth

Neglecting member experience in credit unions can result in decreased loyalty, slower growth, and lost opportunities for long-term engagement.

Fragmented Member Experience

Members face inconsistent experiences across various channels, leading to frustration and decreased satisfaction.

Extended Wait Times for Loan Processing

Lengthy approval processes impact member satisfaction and can deter potential members from choosing a credit union.

Cumbersome Account Opening Process

A complex, time-consuming onboarding process hampers the member experience and can lead to abandoned applications.

Limited Proactive Communication

Lack of timely follow-ups and proactive outreach leads to missed engagement opportunities and decreased member loyalty.

Inconsistent Staff Support and Expertise

Gaps in training or resources result in inconsistent service quality, impacting member trust and satisfaction.

Outdated Core and CRM Systems

Legacy systems limit efficiency, hinder data synchronization, and create barriers to delivering seamless member experiences.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Enabling Member Experience-Centric Workflows in the Credit Union Sector

Trust in Technology: Transforming Member Experiences in Credit Unions

Enhanced Member Engagement

Goal: Boost member satisfaction and loyalty through AI-driven personalization, streamlined processes, and operational efficiency in credit union services.

Use Cases

Personalized Loan Recommendations
Automated Loan Processing
Member Support Chatbots
Account Opening Assistance
Fraud Detection and Prevention
Member Feedback Analysis
Cross-Selling and Up-Selling

Making Life Easy For

Credit Union Members
Customer Support Team
Loan Processing Team
Member Services Team

Download Datasheet

Revenue Growth Through Member Insights

Goal: Drive higher member engagement and satisfaction with data-driven insights, efficiency, and modernization in Credit Union services.

Use cases

Member Segmentation & Targeting
Automated Document Processing
Core Banking System Integration
Predictive Analysis for Loan Products
Loan and Account Opening Automation
Cloud-Based CRM for Member Data Management
Personalized Financial Advising
Intelligent Support Ticket Routing
Enhanced Data Security & Compliance Solutions

Making Life Easy For

Members
Member Support Teams
Loan Processing Teams
Financial Advisors

Download Datasheet

Operational Cost Reduction

Goal: Maximize operational efficiency and reduce costs through process optimization and innovative technology in credit union services.

Use cases

Process Automation for Routine Tasks
AI-Driven Credit Risk Assessment
Predictive Maintenance for IT Systems
Centralized Member Communication Hub
Digital Onboarding Solutions
Energy-Efficient Branch Operations
Membership Tiering and Targeted Offers

Making Life Easy For

Credit Union Members
Operational Teams
IT Staff & Marketing Teams
Finance Departments

Download Datasheet

Modernization of Core Processes

Goal: Enhance operational efficiency and member engagement through innovative technologies and streamlined processes in credit union services.

Use cases

Digital Account Management
Workflow Automation for Compliance
Integrated Payment Solutions
Enhanced Data Analytics for Member Insights
Streamlined Dispute Resolution
Virtual Financial Advisory Services
Gamification of Savings Programs

Making Life Easy For

Credit Union Members
Compliance and Risk Management Team
IT Team & Marketing Team
Financial Advisors

Download Datasheet

Goal: Boost member satisfaction and loyalty through AI-driven personalization, streamlined processes, and operational efficiency in credit union services.

Use Cases

MAKING LIFE EASY FOR:

Goal: Drive higher member engagement and satisfaction with data-driven insights, efficiency, and modernization in Credit Union services.

Use Cases

MAKING LIFE EASY FOR:

Goal: Maximize operational efficiency and reduce costs through process optimization and innovative technology in credit union services.

Use Cases

MAKING LIFE EASY FOR:

Goal: Enhance operational efficiency and member engagement through innovative technologies and streamlined processes in credit union services.

Use Cases

MAKING LIFE EASY FOR:

Unlock Your Competitive Edge

Transform Member Experience with CX 2.0

Seamless, personalized interactions across all channels await

Solutions for Digital Experience in Credit Unions

Impact business KPIs by harmonizing people, processes, data and technology. Our solutions streamline workflows, accelerate time to value, elevate operational excellence and customer value.

Omnichannel
CX

Cloud
Contact center

ITSM
Modernization

CUSTOMER
ANALYTICS

SUCCESS STORY

Transforming CX Across All Channels

Discover how a leading financial services company revolutionized its global customer service with Freshdesk Omnichannel & Twillio. Confronted with the challenges of limited customer communication and workflow inefficiencies, the company, in partnership with B-TRNSFRMD, adopted a comprehensive Omnichannel support strategy.

Key Achievements:

Claim Your Free CX Platform Assessment

Discover opportunities for value creation:

Our complimentary CX assessment helps customer experience, IT & business leaders identify gaps and align strategies with technology to meet the organization’s unique objectives.

Credit Unions

*Based On Client Scenario

Credit Unions Are Losing Up to 20% of Members Due to Service Gaps—Transforming Member Experiences Is Essential for Greater Loyalty and Growth

Fragmented Member Experience

Members face inconsistent experiences across various channels, leading to frustration and decreased satisfaction.

Extended Wait Times for Loan Processing

Lengthy approval processes impact member satisfaction and can deter potential members from choosing a credit union.

Cumbersome Account Opening Process

A complex, time-consuming onboarding process hampers the member experience and can lead to abandoned applications.

Limited Proactive Communication

Lack of timely follow-ups and proactive outreach leads to missed engagement opportunities and decreased member loyalty.

Inconsistent Staff Support and Expertise

Gaps in training or resources result in inconsistent service quality, impacting member trust and satisfaction.

Outdated Core and CRM Systems

Legacy systems limit efficiency, hinder data synchronization, and create barriers to delivering seamless member experiences.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Enabling Member Experience-Centric Workflows in the Credit Union Sector

Goal: Boost member satisfaction and loyalty through AI-driven personalization, streamlined processes, and operational efficiency in credit union services.

Use Cases

MAKING LIFE EASY FOR:

Goal: Drive higher member engagement and satisfaction with data-driven insights, efficiency, and modernization in Credit Union services.

Use Cases

MAKING LIFE EASY FOR:

Goal: Maximize operational efficiency and reduce costs through process optimization and innovative technology in credit union services.

Use Cases

MAKING LIFE EASY FOR:

Goal: Enhance operational efficiency and member engagement through innovative technologies and streamlined processes in credit union services.

Use Cases

MAKING LIFE EASY FOR:

Unlock Your Competitive Edge

Solutions for Digital Experience in Credit Unions

Impact business KPIs by harmonizing people, processes, data and technology. Our solutions streamline workflows, accelerate time to value, elevate operational excellence and customer value.

Omnichannel CX

Cloud Contact center

ITSM Modernization

CUSTOMER ANALYTICS

Transforming CX Across All Channels

Key Achievements:

Claim Your Free CX Platform Assessment

Discover opportunities for value creation:

Managing Partner, B-TRNSFRMD

Managing Partner, B-TRNSFRMD

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Case Study

ServiceNow Implementation Playbook

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Delivering Tangible

Business Outcomes

Drive Revenue via Upsell/Cross-sell

Increase Customer Satisfaction

Increase Time-to-Value for initiatives

Operational Agility and Flexibility

Decrease Total Cost-of Ownership

Take your first step in experience transformation journey

Omnichannel
CX

Cloud
Contact center

ITSM
Modernization

CUSTOMER
ANALYTICS

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