Microsoft Dynamics CRM Prospera Success Story

Banking on future growth with Dynamics CRM

Prospera Credit Union & Insurance Agency, based in British Columbia, represents one of the largest credit unions in Canada. Prospera helps its members attain financial freedom through a unique blend of personal high touch service excellence and high-tech banking products.

With Hitachi Solutions, Prospera is able to:

  • Better address existing and potential customer needs through transforming the way client information is stored and accessed
  • Able to better forecast their needs and present the right products and services at favourable times to secure a quick sale.
  • Improve workflow processes, increased efficiency and productivity which enables Prospera to live up to the client commitments they make

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Prospera Microsoft Dynamics CRM Success Story
Using this solution we’ve been able to quickly coordinate customer campaigns such as a recent client appreciation event. It’s been a huge boost to our ability to quickly track invitees, attendees and follow ups for additional business.
Rob Scott, Senior Manager, Wealth Management, Prospera Credit Union & Insurance Agency
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