North Vancouver’s North Shore Credit Union has long been a leader in the application of customer relationship management software to the commercial banking business model. The firm’s refreshing, customer-centric “member intimacy” strategy for customer relationships has earned it industry recognition and a healthy share of the commercial banking business in the region
In this 6-minute video presentation, Fred Cook, the Chief Information Officer at North Shore Credit Union takes us behind the scenes of a financial services CRM success story. He articulates both the organization’s strategy, and how that strategy has been mirrored in the CDC Pivotal CRM system to create “member intimacy.”
