With information separated into over 16 different systems, American Heritage staff and managers were challenged to consolidate data, proactively serve members by identifying opportunities, and create clear dashboards for reporting. That's why the cooperative created a joint project office to identify needs throughout the credit union and develop a solution to tell the complete member story.

During this webinar, Breana Wolfert, assistant vice president, branch operations, American Heritage CU ($3.7B, Philadelphia, PA) will discuss how the credit union selected and implemented a member relationship management (MRM) solution to create a consolidated member view to drive efficiency and growth.

Webinar attendees will learn:

• Why the credit union decided it was time to consolidate its data
• What key factors drove vendor selection & rollout priorities
• How the project included all departments
• What key results the cooperative has seen to date