Telhio Credit Union Created Seamless Customer Experience
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 IncludedÂ
Financial Services Cloud
Mulesoft
Experience Cloud
Marketing Cloud
Encompass
Fiserv DNA
LOS
Meridian Link
SageWorks
OnBase
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
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 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.
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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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