Microsoft Dynamics CRM Prospera Success Story

Banking on future growth with Dynamics CRM

Prospera Credit Union & Insurance Agency, based in British Columbia, represents one of the largest credit unions in Canada. Prospera helps its members attain financial freedom through a unique blend of personal high touch service excellence and high-tech banking products.

With Hitachi Solutions, Prospera is able to:

  • Better address existing and potential customer needs through transforming the way client information is stored and accessed
  • Able to better forecast their needs and present the right products and services at favourable times to secure a quick sale.
  • Improve workflow processes, increased efficiency and productivity which enables Prospera to live up to the client commitments they make


Prospera Microsoft Dynamics CRM Success Story

Using this solution we’ve been able to quickly coordinate customer campaigns such as a recent client appreciation event. It’s been a huge boost to our ability to quickly track invitees, attendees and follow ups for additional business.

Rob Scott, Senior Manager, Wealth Management, Prospera Credit Union & Insurance Agency

Prospera Credit Union Logo