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Canvas Credit Union Automates and Personalizes Member Communications with Total Expert.

Published by Total Expert

Canvas Credit Union, formerly Public Service Credit Union, needed a solution to personalize and automate member communications after rebranding in 2018. The organization struggled with outdated methods like Excel and Post-it notes, which hindered their ability to deliver relevant information to members. By implementing the Total Expert CRM platform, Canvas Credit Union unified its data and automated communications, enhancing loan officer productivity, operational efficiency, and member retention. The platform's integration with various tools and its user-friendly interface allowed for more effective and personalized marketing, fulfilling Canvas Credit Union's brand promise and driving overall success.

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