Microsoft Dynamics CRM Lake Michigan Credit Union Success Story

Putting the Member First and Winning Long-term Trust

Lake Michigan Credit Union (LMCU) maintains a close trust relationship with its members by treating them as individuals and offering them relevant products and services. Hitachi Solutions and Dynamics CRM help LMCU do this by providing a complete view of each customer along with cross-sell and up-sell offers that are based on customer needs.

With Hitachi Solutions, Lake Michigan is able to:

  • Increase customer trust by helping make sure that the product they are cross-selling to the customer is the right product for them
  • Make staff feel comfortable in using the system, utilizing the “Train the trainer” approach
  • Increase in referrals across business units, and better follow-up with those referrals

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Lake Michigan Credit Union Microsoft Dynamics CRM Success Story
We want our members to know that if they’re going to make any financial decisions they can trust us. This solution really helps us make sure that the product we’re cross-selling them is the right product for them.
Staci Wade, VP of Applications Support Lake Michigan Credit Union
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