The Symitar-to-Salesforce Accelerator by Fortimize consolidates financial and engagement data into a single view within Salesforce. It provides credit unions with actionable insights to foster stronger member relationships and to deliver exceptional service. The Symitar-to-Salesforce Accelerator makes it possible to deliver this capability within a single calendar quarter!
Business Benefits
- 360 Member Insights: Gain a complete view of each member's financial products, preferences, and interactions.
- Operational Efficiency: Streamline updates to member details like addresses and contact information, reducing administrative overhead.
- Better Member Tracking: Monitor every interaction to improve service and retention strategies.
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Proactive Engagement: Recognize key life events (e.g., graduations, retirement) to offer timely, personalized solutions.
- Comprehensive Financial Insights: Access up-to-date data across checking, savings, loans, and credit cards to inform product offerings and cross-selling opportunities.
Be Live in 12 Weeks
Our Symitar-to-Salesforce Accelerator unlocks access to member insights and streamlined operations in just 12 weeks.
Tailored Solutions for Credit Unions
Fortimize delivers customized solutions designed for credit union success:
- Baseline Financial Services Cloud Configuration: Deploy Salesforce with tools tailored for financial institutions.
- MuleSoft Integration Setup: Create a foundation for seamless data connectivity.
- Symitar-to-Salesforce Accelerator: Fast-track your integration to realize ROI in record time.
- Security Configuration: Implement role-based data access to ensure compliance and protect member information.
Symitar-to-Salesforce Accelerator offers a strategic investment in your credit union’s ability to deliver exceptional service, deepen member relationships, and drive growth.
Tap into the power of the Symitar-to-Salesforce Accelerator today, and in just 12 weeks your credit union will be fully equipped to deliver exceptional member experiences!
