Meriwest Credit Union BaseBy David F. Carr | Posted 2002-06-17 Print
This once-struggling credit union is using software not just to pull together information on accounts, but to offer new services to customers as well.Case">
Meriwest Credit Union Base Case
Headquarters: 5615 Chesbro Avenue, San Jose, CA 95123
Phone: (877) 637-4937
Business: Credit union
E-Business Chief: Dave Puett
Financials in 2001: Total assets of $767 million, a 9% increase over 2000, with net operating income of $27 million
Challenge: Use CRM as part of a strategy to grow membership and get each customer to use more services
- By Jan. 1, 2003, boost deposits per customer by 50% over 1998 levels
- By Jan. 1, 2003, boost average loan amount per customer by 60% over 1998 levels
- Reduce average service call "wrap time" to less than 2 minutes by cutting out the administrative overhead required to document each call
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