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Vantage Credit Union licenses Pivotal CRM platform

22 November 2005  |  2650 views  |  0 Source: Pivotal

Pivotal Corporation, a leading Customer Relationship Management (CRM) solution provider and the CRM division of CDC Software, the enterprise software company of CDC Corporation (CHINA), today announced that Vantage Credit Union, a leading Midwest community financial institution, has selected Pivotal Financial Services to help manage relationships with the firm's 80,000 members.

Pivotal was selected over leading CRM suite solutions for its industry-specific functionality, best-in-class flexibility and strong mobile capabilities.

Vantage Credit Union, headquartered in Bridgeton, Missouri, is a full-service, not-for-profit financial cooperative that provides banking, insurance, mortgages, and investment services to an active membership of over 80,000 people. With membership growing at a rate of more than 1200 new members per month and plans to open a series of new branches, Vantage Credit Union needed to centralize all member information in a single system to maximize member service, retention and per-member profitability.

To address this requirement, Vantage required a flexible, easy-to-use CRM product with built-in support for their member service processes. After a cross-departmental review of leading systems, Vantage Credit Union selected Pivotal Financial Services for its industry-specific functionality, best-in-class flexibility and strong mobile capabilities.

"As a leading community credit union, one of our primary differentiators over larger, publicly-traded financial institutions is the intimate, personalized member experience we are able to provide," said Eric Acree, executive vice president, Vantage Credit Union. "Our CRM strategy will allow us to use make better use of the critical member information that is flowing through our business everyday. We are very excited to be working with Pivotal. No other CRM provider offered out-of-the box financial services CRM functionality as well as the flexibility to further tailor the system to closely match our member service processes."

With Pivotal Financial Services, Vantage Credit Union will be able to better integrate the efforts of all staff that contribute to each credit union member's unique profile - increasing member satisfaction, retention and individual profitability. Pivotal Financial Services gives all member-facing Vantage employees immediate access to each member's complete profile including key financial information on net worth and all Vantage relationships; demographic information such as age, income, links to real time banking information; life information such as life stage, life events and responses to them, as well as short and long-term goals. Using Pivotal's best-in-class mobile synchronization capabilities, traveling financial advisors will begin to capture additional member information and provide responsive, intelligent service while on the road visiting credit union members. And, with Pivotal's flexible relationship model, Vantage can quickly assess relationships between credit union members and determine their level of influence over the financial activities of other members - allowing Vantage to better understand the member's true value.

According to Rick Marquardt, president, Pivotal, "It is such a pleasure to work with organizations that can clearly articulate a strong vision for customer relationship management. Leaders like Vantage Credit Union already have the people, processes and principles in place to succeed. All they need is the right supporting technology, carefully considered and deployed in smart, prioritized phases. By selecting Pivotal Financial Services which is designed specifically to handle the unique relationship management requirements of financial services firms, the company is further differentiating itself on the high-quality experience it provides for its members."

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