Telhio Credit Union Created Seamless Customer Experience

Telhio Credit Union has been a strong and stable financial institution in central Ohio since 1934. We are a not-for-profit, full-service financial institution cooperative, meaning our members are owners and can expect to receive high-quality financial services to meet all of their needs.

Telhio began as a credit union for Columbus Telephone Company employees. The expanded vision of our board of directors and management staff took our credit union beyond just that select group. We now serve all who live, work, worship and attend school in Central and Southwest Ohio, as well as Select Employer Groups (SEGs) across a variety of industries.

Industry

Credit Union

Staff

200+ Employees

HQ Office

Columbus, Ohio

Services Performed For Telhio Credit Union

Salesforce Implementation

Mulesoft Implementation

Salesforce Managed Services

Mulesoft Managed Services

Non-Salesforce Managed Services

Products Services Included 

Financial Services Cloud

Mulesoft

Experience Cloud

Marketing Cloud

Encompass

Fiserv DNA

LOS

Meridian Link

SageWorks

OnBase

Salesforce Challenges

Telhio Credit Union experienced the following Salesforce challenges.
Telhio Credit Union experienced rapid growth over the past 6 years that their core systems could not keep pace with.

No central/single source of truth – currently fragmented across 7+ systems including: Fiserv DNA, LOS, Meridian link, SageWorks, OnBase, Encompass.

Inability to develop comprehensive reporting and pipeline management due to fragmented data sources.

Fragmented client experience due to system fragmentation.

Salesforce Solutions

Access Global Group provided the following Salesforce Solutions to Telhio Credit Union.
Implemented the Commercial Lending, Mortgage Application, and Consumer module of Financial Services Cloud to enable a centralized/single source of truth of client information for Telhio staff to leverage.

Developed personalized customer journeys across email, mobile, and advertising to deliver seamless experiences across marketing and sales teams.

Enabled data unification to allow for more seamless reporting and business process automation, as well as to create a single centralized view of client information.

Salesforce Results

Telhio Credit Union experienced the following Salesforce results with Access Global Group’s Consulting Services.
Telhio staff sould now able to manage all client-related information in one place.

Follow-ups with clients are now automated in nature and are all systemic based on rules defined across the client lifecycle.

Mulesoft used for seamless reporting & data unification.

Customer journeys are now seamless and are no longer fragmented in nature, building upon notes and client activity that takes place in FSC.

Synced customer data now helps the sales team upsell related products to customers.

Awarded, Trusted & Proven to Deliver Salesforce Results!

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.

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