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Leading Texas Credit Union
Our work is the culmination of creative visions, brilliant ideas and full commitment

CLIENT
Leading Texas Credit Union

Challenge:

The client tasked the team with transforming an inefficient sales cloud experience into a streamlined system. Their mission: to remove duplicates, optimize processes and introduce automation – resulting in higher usage rates and improved pipelines.

Financial Service Cloud​
SALES​ EXECUTION​

Maintain credit union operations with financial services cloud ​

Retention

Have better insurance services visibility in a single application for customers​

Automation​

Move away from existing silo applications and maintain operations in SFDC​

Customer Success​

Track customer issues with incidents through a single application ​

Outcomes

1Manage and track insurance operations up-to $500mn.​

2Automate custom processes for customer support management.​

3Manage #2k tickets on a monthly basis​

4Handle customer process flows with automation and flows​