Case Study: Arizona State Credit Union unifies customer data and drives growth with Microsoft Dynamics CRM Online

Arizona State Credit Union - Customer Case Study

Arizona State Credit Union, a medium-sized financial institution, faced the challenge of pursuing aggressive growth goals. Its previous system of disparate applications and paper files made it difficult to obtain a complete view of its members, hindering customer service and cross-selling opportunities. To overcome this, the credit union sought a cloud-based customer relationship management solution, ultimately selecting Microsoft and its Dynamics CRM Online and Office 365 products to unify its customer data.

Microsoft implemented a CRM and collaboration solution built on Dynamics CRM Online, which integrated seamlessly with the credit union's existing Office 365 and Azure infrastructure. The solution provided a unified platform for 400 users across all business lines, breaking down organizational barriers and giving representatives a complete view of members to offer more relevant services. This enterprise-wide deployment from Microsoft was chosen for its out-of-the-box functionality and minimal need for customization, enabling Arizona State Credit Union to confidently strengthen customer relationships and work towards its goal of growing assets from $1.7 billion to $3 billion.

Arizona State Credit Union

David Downing

Executive Vice President, Operations and Technology