Engage for Credit Unions for Microsoft Dynamics 365 gives bankers and wealth managers a holistic, member-centered view of their business so they can build strong, long-lasting relationships with their members. Our solution helps you understand, track, and manage your relationships with members and prospects. Provide responsive service that wins loyalty and offer financial products and services that are tailored to your members’ needs.
Engage for Credit Unions offers a unique solution that enables Credit Unions to:
Additionally, Engage for Wealth Management provides wealth advisors and client service teams unprecedented visibility into client, company, and investment data so they can use it to make better-informed decisions. Increase your assets under management by finding and executing on new business opportunities and building strong, trust-based relationships with existing clients.
Please contact Hitachi Solutions for more information on our full product suite.