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Case Study Description
North Shore Credit Union needed to better match up services to members in order to improve customer retention, increase profitability, and provide superior service in a competitive environment. The idea was that by using factors such as age, family situation, and financial outlook, NSCU employees could build a solid profile that would allow them to make precisely timed, strategic offers.
Related Topic: Customer Relationship Management (CRM)
Related Industries: Professional, Scientific, and Technical Services, Finance and Insurance
Related Keywords: Pivotal CRM, financial services sector, customer relationship management, profiling technology, Pivotal, North Shore Credit Union, CRM, client profiling, customer retention
Source: CDC Software
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