Unifying data, enhancing member experience and delivering robust reporting by integrating Salesforce with core banking systems

With their membership base expanding, Envision Credit Union needed to implement a CRM that would allow them to better serve their members, standardize communication between systems, and develop more in-depth reporting for faster and more informed decision making.

Envision Credit Union and a top Salesforce System Integrator utilized the Lingk Cloud Data Integration Platform to integrate all the core banking systems with Salesforce Financial Services Cloud. The Lingk Platform enables them to have access to data and API integrations to achieve their goals of an improved member experience and robust reporting.