Salesforce + Telhio Credit Union Customer Story

How Telhio Credit Union Significantly Simplified the Process of Selling, Supporting & Managing Their Clients

Telhio Credit Union has been a strong and stable financial institution in central Ohio since 1934. They are a not-for-profit, full-service financial institution cooperative, meaning all their 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 their credit union beyond just that select group. They 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.

Company

Telhio Credit Union

Industry

Banking

Solutions

Sales Cloud, Chatter, CTI, Custom

Staff

170+ Employees

HQ Office

Columbus, Ohio

Salesforce Challenges

Telhio Credit Union experienced the following Salesforce Challenges.

The bank experienced rapid growth, especially over the past 6 years, and while security and infrastructure have kept up with this growth, the core systems have not.

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

AGG provided the following Salesforce Solutions to Telhio Credit Union.

Financial Services Cloud (FSC)

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.

Marketing Cloud

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

Mulesoft

Enable data unification to allow for more seamless reporting, business process automation, and single centralized view of client information.

Mulesoft is being implemented by Apisero; However, there is a close partnership with Access Global Group on ensuring the enablement of Mulesoft is in alignment with the FSC & Marketing Cloud implementation that Access Global Group is enabling.

Salesforce Results

Telhio Credit Union experienced the following Saleforce results with AGG.

Telhio staff should now be 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 is used for seamless Integration & data unification from all the legacy system

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!

 

I really appreciated the deep understanding of my business objections to prioritize implementation objectives. They sought to help me understand how Salesforce would impact my business based on operational objectives and showed how business changes could quickly be adapted within Salesforce.Travis Conley, CTO 

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 needs.

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