CREDIT UNION blueprint

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what is Credit union blueprint?

A CRM for Credit Unions

Built within the Microsoft Dynamics Platform

Credit Union Blueprint sets a Credit Union apart from a big bank by addressing the everyday challenges and pain points of running a Credit Union business. Built within the Microsoft Dynamics platform, the solution is designed to provide your business with a 360 degree view of each member as well as operational control over, Sales, Service, Marketing and Social Engagement Insights.

We know Credit Unions

With more than 70 financial services implementations, Dynamics Blueprint is uniquely positioned to serve Credit Unions in implementing Microsoft Dynamics 365. As Canada’s largest Microsoft Gold certified CRM partner, we can provide you with a tailored solution that will get your firm up and running quickly.

member management

Manage all aspects of your credit union members. Never let leads fall through the cracks with integrated online application forms and a live chat. With Credit Union Blueprint, you can automate customer on-boarding and other customer journeys.

pipeline management

Generate visibility into potential renewals, customer retention and lost business. Forecast renewals, new and net revenue. Increase your wallet share by gaining insights through lost opportunities and empower users to identify high probability opportunities through Sales AI.

engagement tracking

Track activities in-branch and engagements through web pages, emails and forms. Send communications for new promotions, products, rewards redemption and upcoming changes to targeted customers. Use Microsoft's Voice of the Customer to conduct surveys.

event management

Plan and coordinate upcoming event venues, sponsors, sessions and locations. Seamlessly accept registrations, track attendees and attended sessions. Score leads based on event registration criteria and save event templates to reuse them for recurring events.

360 degree contact view

Promote rewards and up-sell through product recommendations while growing your member relationships. Get interdepartmental data at your finger tips to provide the best customer experience possible.

reporting and analytics

Generate complex reports within minutes using ‘Ask a Question’ and identify next-gen products based on customer reviews, renewals and sales. Get insights into your data through AI, in specific category outliers, change points, correlation, trends, seasonality, time etc.

marketing automation

Easily perform targeted marketing and send personalized offers and messages to your members. Track ROI using key metrics and implement referral programs to encourage more business. Manage subscription lists for CASL and GDPR compliance.

goal tracking

With Credit Union Blueprint you can manage goals by product category, Branch Managers and Representatives. Track progress, trends and outliers through our sophisticated reporting. Reward high performing staff and coach those who aren’t able to meet their targets

Increase loyalty and wallet share with Credit Union Blueprint!

Learn more about Credit Union Blueprint

How to reach younger members with
Credit Union Blueprint

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How Credit Union Blueprint can help
you increase profits

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How Credit Union Blueprint can help
your members stay loyal

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transform how you manage your operations

The marketing functionality of Dynamics 365 will allow Credit Unions to create dynamic and creative campaigns that can help reach goals that may not seem possible.  But, don’t take our word. Instead, look at our award winning results that a Credit Union client had by implementing a Microsoft CRM solution with CRM Dynamics & Dynamics Blueprint in 2017.