In this Act-On podcast, learn from Marc Wilensky, VP, Communications & Brand Marketing at Tower Federal Credit Union about their Act-On adoption.Read More
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Financial companies such as Credit Unions, Commercial Banks, and Investment Services love working with us.
We help financial organizations use marketing and sales software such as CRM, marketing automation, and business intelligence to improve member relationships, track transactions, and resolve client requests more quickly.
Employees from any department can access all member information using one system login, including transaction history, grievances, open cases, and more.
An integrated CRM and marketing automation solution can help you speak to members with personalized messages based on life milestones, transaction history, and more.
Using workflows and customer journey mapping tools, you can identify member onboarding processes and automate them to improve employee efficiency and increase member satisfaction.
Quickly identify opportunities with intelligent sales systems that plan out employees days--reminding them to call members with recently increased balances or upcoming life milestones.
The W-Systems team was very responsive to us and helped us distill what we wanted. As the system was implemented, its flexibility allowed us to move ahead faster. W-Systems’s extensive knowledge of the banking industry hastened the development time and brought industry best practices to the process. We didn’t have to reinvent the wheel.Peter Pelham Executive VP, Bank of Marin