Case Study: SeaComm Federal Credit Union improves cross-department tracking with Avidian Prophet CRM

SeaComm Federal Credit Union - Customer Case Study

SeaComm Federal Credit Union, based in Massena, New York, had grown to serve more than 48,000 members across 7 branches, but its Business Development and Commercial Loaning teams were having trouble keeping track of member interactions. As the same clients moved between departments, each side often lacked visibility into the other’s progress, which led to redundant outreach and missed follow-up.

SeaComm chose Avidian’s Prophet CRM, an Outlook-based CRM, to organize contacts and give teams a clearer way to track relationship progress. Avidian also provided customer support and instructional webinars to help with setup and adoption, and SeaComm said the system reduced time spent tracking down coworkers’ work while allowing staff to focus more on member relationships and local support.

SeaComm Federal Credit Union

Jerry Manor

SeaComm Federal Credit Union