Background

In today’s highly competitive financial industry, effective member onboarding and cross-selling are critical for the success of credit unions. People First Credit Union, a forward-thinking institution, recognized this need and turned to Datava for a solution. The results were nothing short of remarkable. By leveraging Datava’s powerful Data Activation Platform, People First Credit Union empowered its employees with the information and insights necessary to drive cross-sell success. In just six months, the institution witnessed a remarkable transformation, generating an impressive 130 additional deposit products and securing 180 more loans.

Solution

Datava’s Onboarding feature not only streamlined the onboarding process but also enabled People First Credit Union to provide tailored and relevant offerings to its members. This data-driven approach deepened member relationships and also significantly bolstered the institution’s revenue streams. People First Credit Union’s success story demonstrates that with Datava, credit unions can take a member-centric approach, delivering value and financial solutions that resonate with their members while driving substantial growth in their product portfolio.

Benefits

• Improved member relationships: Datava’s End-to-End Data Activation Platform helps credit unions to better understand their members and their needs. This allows employees to have more meaningful conversations with members and recommend products and services that are truly relevant to them.
• Increased cross-sell: Datava’s End-to-End Data Activation Platform helps credit unions to identify cross-sell opportunities and provides employees with the information they need to close deals.
• Improved employee productivity: Datava’s End-to-End Data Activation Platform is easy to use and provides employees with all of the information they need in one place. This allows employees to be more productive and focus on selling to members.
• Increased revenue: Datava’s End-to-End Data Activation Platform can help credit unions to increase their revenue by increasing cross-sell and improving member relationships.

If you are a credit union looking to transform, consider using Datava’s End-to-End Data Activation Platform. We can help you to improve your member relationships, empower your employees, and increase your revenue.