The Client is a $4.9 billion full-service, not-for-profit financial institution that provides Select Employer Group (SEG) and community banking to over 300,000 members across the US and Puerto Rico. It is ranked among America’s Top 100 credit unions and has been one of the country’s fastest-growing credit unions over the last four decades.
Since the institution is a not-for-profit, its members are owners, and the Client strives to make each one feel a sense of ownership. The Client’s passion is empowering members to discover financial freedom throughout their life journey, supporting them with the right products and services.
Our Client knew that the ability to understand what matters most to members was key to offering the right products and services. Credit union managers realized that a centralized CRM system housing all member information would provide the data and analytics needed to achieve this deeper understanding, guiding more personalized, precisely targeted offerings.
The Client selected Salesforce CRM to help accomplish this goal. This called for a complex implementation that involved integrations with internal banking and financial systems already in place.
With such a large-scale initiative, there was a critical need for thorough testing of the Salesforce implementation and the various system integrations. The Client entrusted Qualitest to manage this crucial aspect of the project.
“The integrated Salesforce CRM system was deployed with zero critical defects in production.”
Qualitest’s extensive experience with data migrations, integration testing and Salesforce meant we could start delivering from Day One.
Qualitest was able to execute all of the Client’s stated project goals within the allotted time frame. In addition, the implementation of a centralized member data repository carries the long-term benefits of continually improving products, services and user experience.
