Major Credit Union

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Client : One of the largest credit unions in Canada.

One of the largest credit unions in Canada, this client has $14.5 billion in assets, over 407,000 members and 61 branches

The client’s products and services fall into three main categories:

1. Personal banking
2. Business banking
3. Investments

Business Needs
The client had several sales automation tools, spread across various departments. A decision was made to create a single, centralized CRM system that would:

• Be easier to maintain
• Ensure fast adoption and effective usage
• Provide managers and staff with a unified view of every customer

Alianz deployed an industry-specific CRM, built from elements of Microsoft Dynamics CRM Online, Office, SQL Server and SharePoint.

This solution empowered the client to:

• Centralize customer information and share it across departments
• Service customer requests more rapidly
• Improve cross-selling and up-selling opportunities


• Empowered staff to be more productive
• Maximized customer satisfaction
• Increased share of wallet
• Reduced customer acquisition costs
• Reduced customer retention costs
• Minimized IT spend and technical complexity

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