Customer Snapshot: Evangelical Christian Credit Union

Pivotal CRM delivers 360-degree view of member information so Evangelical Christian Credit Union can provide more personalized service, improve business analysis, and deepen its client relationships.

ECCU is the banking resource for churches, Christian schools, and other evangelical ministries nationwide. It also serves missionaries in more than 100 countries around the world. While its business focus is providing financial services to evangelical organizations, the credit union does provide personal banking services such as savings and checking accounts to individual members and their families. For more than 40 years, ECCU's members and employees have shared a commitment to the mission of making evangelical Christian ministries more effective.

Challenges

  • Contact and relationship management
  • Ensuring personal service despite growth
  • Keeping track of complex relationship structures
  • Modeling processes to fit their commercial lending focus

Results

  • Secured 100% user adoption
  • Provides a holistic view of client-members
  • Facilitates pipeline management and forecasting
  • Improved collaboration between functions and departments
  • Offers insight into share of wallet and network of relationships
  • Gives mobile users convenient access to rich client information