How To Create A Complete Member Story


January 25, 2022


02:00 PM - 03:00 PM


Callahan & Associates, Inc.


With information separated into more than 16 different systems, American Heritage staff and managers were challenged to consolidate data, proactively serve members by identifying opportunities, and create clear dashboards for reporting. That’s why the cooperative created a joint project office to identify needs throughout the credit union and develop a solution to tell the complete member story.

Join Breana Wolfert, assistant vice president of branch operations at American Heritage Credit Union ($3.7B, Philadelphia, PA) for a webinar about how the credit union selected and implemented a member relationship management (MRM) solution to create a consolidated member view to drive efficiency and growth.

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