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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 their board of directors and management staff took the 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.

Industry

Banking

Staff

170+ Employees

HQ Office

Columbus, Ohio

success story

Services Performed For Telhio Credit Union

  • Financial Services Cloud Implementation
  • Marketing Cloud Implementation and Configuration
  • Mulesoft Implementation

Product Services Included

  • Financial Services Cloud
  • Marketing Cloud
  • Mulesoft

challenges

Salesforce Challenges

Telhio Credit Union experienced the following Salesforce challenges.

  • The bank experienced rapid growth, especially over the last 6 years, and while security and infrastructure have kept up with this growth, the core systems have not.
  • No central/single source of truth, information was fragmented across 7+ systems including: Fiserv DNA, LOS, Meridian link, SageWorks, OnBase, and Encompass.
  • Inability to develop comprehensive reporting and pipeline management due to fragmented data sources.
  • Inconsistent client experiences due to system fragmentation.

solutions

Salesforce Solutions

FormativGroup provided the following Salesforce solutions to Telhio Credit Union.

  • 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 staff to leverage.
  • Developed personalized customer journeys across email, mobile, and advertising to deliver seamless experiences across marketing and sales teams.
  • Enabled data unification to allow for more seamless reporting, business process automation, and single centralized view of client information.

results

Salesforce Results

Telhio Credit Union experienced the following Salesforce results with FormativGroup’s Consulting Services.

  • Telhio employees can manage all client-related information in one place.
  • Follow-ups with clients are automated in nature and are all system-based on rules defined across the client lifecycle.
  • Seamless integration & data unification from all legacy systems.
  • Customer journeys are now seamless and are no longer fragmented, building upon notes and client activity that takes place in FSC.
  • Synced customer data helps the sales team upsell related products to customers.

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Awarded, Trusted & Proven to Deliver Salesforce Results

FormativGroup has been designing and delivering customized Salesforce solutions for organizations across every industry and size. Our proven track record of success and unwavering client satisfaction make us a trusted partner for your Salesforce transformation journey. When it comes to maximizing your Salesforce investment, FormativGroup is the team that helps you move forward with confidence.

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