Prospera Credit Union selects Microsoft CRM (MSCRM) from Ideaca Knowledge Services to replace existing CRM system
Prospera Credit Union, “a leading financial services institution that blends personal high-touch service excellence and high tech banking products” selects Microsoft CRM (MSCRM) from Ideaca Knowledge Services to improve member service and provide more personal and targeted marketing contact with its members.
November 7, 2005. Vancouver, Canada
Ideaca Knowledge Services, a leading Canadian based consulting firm and Gold Certified Microsoft partner, announced today that Prospera Credit Union, British Columbia’s 4th largest credit union with over 60,000 members, has chosen Ideaca to deploy Microsoft CRM to 85 users as the first phase of an overall enterprise CRM strategy.
Prospera Credit Union selected Microsoft CRM to replace their incumbent solution as part of an overall CRM strategy to provide superior member service and consolidate corporate knowledge. In the first phase, Prospera’s financial planning team will utilize Microsoft CRM to better understand members, gain a clear view of all interactions, and provide the personal contact that their members expect. Prospera chose Ideaca as their deployment partner because of their industry expertise within the Financial Services sector as well as their depth of experience providing management consulting and implementing Microsoft CRM.
“We believe that CRM is not just a technology implementation and the success of this project is 100% dependent on both the business and technical requirements being completely understood, and aligned. Ideaca’s background within the Financial Services industry and their CRM consulting experience was critical in helping map our business processes with a technical solution that meets these requirements”, said Greg Dyck, CIO, Prospera Credit Union.
“Microsoft CRM will address many of the shortcomings that Prospera’s original solution could not fulfill from both an end-user and corporate perspective. The tight integration between Microsoft CRM and Microsoft Office gives Prospera employees a productivity tool that works within an environment that they are already very familiar with”, said Dean Guest, Consulting Manager, Ideaca Knowledge Services. “We are pleased to work with Prospera on this important project, and to help them create and execute on their long term vision for CRM.”
About Prospera Credit Union
Prospera is a community based financial institution dedicated to helping members attain financial freedom, through its unique blend of personal hi-touch service excellence and high tech banking products. We are the 4th largest credit union in B.C. with combined assets of more than $1.8 billion under administration. We stand 60,000 members strong with 17 branches, nine insurance offices, a contact centre, six commercial banking centres and a virtual banking division located from Agassiz to Vancouver and the Okanagan.
www.prosperacreditunion.ca