Collaboration is King

For the past two years, I've been working with my friends at Vantage Credit Union developing a CRM system. Check out what Matt Fagala, CRM Director had to say about our collaborative effort.

This has been one of the most rewarding experiences of my career. Together, Vantage and FORUM have a solution that makes a difference for their members.

Vantage has created a team dedicated to the CRM system which they call Vision. These guys (John Osborn and Dan Shelby) have created some fantastic applications in the CRM system.

Vantage's Chief Operating Officer Eric Acree has been the champion of this effort. Eric's main goal was to build a system that enabled their employees to focus on the member. He wanted to remove the layers that exist between the credit union and member as well as the front office and back office staff (as shown below).