Revolutionise Member Engagement

Our Business Solutions practice have devised member engagement tools, built on the Microsoft Dynamics 365 platform, which will change the way you engage with your members forever.

These digital tools enables you to :

  • Overcome the challenges Covid 19 presents by bypassing the need for in person meetings
  • Engage with members efficiently online
  • Extend your “opening hours”
  • Improve your lending processes, reducing admin costs
  • Improve efficiency to deliver on member expectations

CRM For Your Credit Union

Properly employed, a member engagement system (CRM) will help implement your Member Engagement Strategy by allowing you track key interactions with members in your Credit Union network such as existing and potential members.

The Member Engagement tools work in conjunction with the core banking system enhancing the three primary member engagement touch points: Marketing, Sales and Customer Service. 

CRM is particularly valuable to Credit Unions as it systemises and puts structure on labour intensive activities which might previously have been managed using email and Excel spreadsheets in conjunction with their banking application.

Choose Intuity As Your Member Engagement Partner

The Intuity  member engagement system is built on the Microsoft platform and Intuity are Microsoft Gold Partners working to ISO 27001 standards for Data Security. We have over a decade of experience working with Dynamics within the Business Solutions team.

We have a strong track record in delivering excellent projects and ongoing support. We know our customers and we tailor our solutions for their business.


How Will Microsoft Dynamics CRM Improve Your Credit Union?

Improve Your Outbound Marketing

  • Allow you to really get to know your members, their behaviours / preferences etc.
  • Integrate with your core tools such as Office 365 and Power BI to further impact on your overall communications strategy.
  • Improve your communications to ensure a more rounded, cohesive and timely approach.

Lend Better 

  • Create a more transparent tracking of all interactions.
  • Enable better performance from your team as a result.
  • Empower your team with knowledge which in turn improves their response to members.
  • Help the team identify and attract the members you want at a time that is relevant to them.
  • More sophisticated analytics will improve reviews and increase renewals. Best Experience Ever!

Best Member Experience Ever!

  • Make the process of engagement easier for your members.
  • Signpost for members via branded portals.
  • A searchable knowledge base provides member added value.
  • Staff have full access to and visibility of all interactions.
  • In short this enables your team provide faster superior support.

Why Microsoft Dynamics 365?

  • Microsoft Dynamics 365 Online is an award-winning, secure, enterprise scalable platform on which to build your key business processes.
  • We are Microsoft Gold Partners and have decades of experience working with this global market leader.
  • This is a core part of the Microsoft Office 365 cloud platform, integrating seamlessly with Exchange, SharePoint, PowerBI and Skype for Business which    opens up endless possibilities for our customers’ development.
  • There is only 1 Microsoft.

So Why Not Try It And See For Yourself!

If you would like a one to one demo or an overview of how Microsoft Dynamics could benefit your business, call Donal or Michael today on 091-477600 or email