Customer Snapshot: Vantage Credit Union

Leading Midwest community credit union manages relationships with more than 80,000 members using Pivotal CRM

Vantage Credit Union, headquartered in Bridgeton, Missouri, is a full-service, not-for-profit financial cooperative that provides banking, insurance, mortgages, and investment services to an active membership of over 80,000 people. Over the past five decades, Vantage has grown from a small, local credit union to one of the largest community credit unions in the Midwest.

Challenges

  • Build customer-centric infrastructure
  • Ease of use
  • Improve customer relationships
  • Increase customer retention
  • Increase revenue and profitability

Results

  • Enables users to rapidly assess relationships between credit union members and related influence to better understand members' true value
  • Enables Vantage to make better use of critical member information to increase member satisfaction, retention, and individual profitability
  • Helps Vantage continue to provide intimate, personalized member experience despite rapid growth