Case Study: SBI Management Services achieves streamlined, scalable association management with MemberClicks

How MemberClicks helps one organization to specialize their association management

SBI Association Management provides full-service management for dozens of member-based nonprofits across diverse industries, which creates complexity around membership administration, finances, event planning and technology. Their challenge was to deliver specialized, client-specific services while keeping operations efficient and ensuring staff could be trained quickly and consistently.

By standardizing on MemberClicks’ Association Management Software for almost all clients, SBI unified tools and support—benefiting from a single platform, a dedicated Maximization team, and consistent training. The result: streamlined services, faster onboarding and staff efficiency, easier client support, widespread adoption among clients, and ongoing plans to cultivate internal “Masters of MemberClicks” to sustain best practices.

SBI Management Services

Lindsay Jennings

Director of Marketing and Events