One platform for credit union CRM and workflow automation

with no-code

Optimize customer journey and automate operational workflows for credit unions

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Creatio

Business challenges we help solve

Zoo of systems

platforms and contact bases, lost of communication history, lost of clients, human factor

Long terms of automation

implementation or development can be measured by years

No segmentation and analytics 

of products, customers to make personalized offers and data based decisions

No ability to scale

or customize current solutions for fast adaptation and changes

Business Goals we help to achieve

Scale operations and workflows 

Sales and Service
Marketing

Expand your portfolio 

Improve key performance indicators

Elevate your business in industry rankings 

to TOP positions

Grow your credit union with Banza team

  • Relationship

    • Member 360 Overview
    • Lead Control Center
    • Opportunity Lifecycle Management
    • Cross- and Upsell Recommendations
    • Consultation Intelligence
  • Marketing

    • Segmentation
    • Campaign Management
    • Loyalty Intelligence
    • Event Management
  • Front-office

    • Member Onboarding
    • Account Opening
    • Product Operations
  • Member Experience

    • Omnichannel Contact Center
    • Case Operations Management
    • Dispute Management
    • NPS & Feedback
  • Lending

    • Loan Application Processing
    • Loan Origination
    • Loan Servicing
    • Loan Recovery
  • Underwriting

    • Underwriting
    • Approval and Verification
    • Document Management
  • Compliance

    • Anti-Money Laundering (AML)
    • Know Your Customer (KYC)
    • Risk Catalog Management
    • Internal Audit Management
  • Employee Experience

    • Employee Lifecycle Management
    • Employee Request Management
    • Collaboration & Knowledge Sharing
MAKE IT EASY
MAKE IT EASY
MAKE IT EASY
automate sales & servise
CRM & BPM
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AI chatbot
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Customer success and genuine care