The ABA required a tailored CRM solution to streamline operations and improve member engagement.
Key objectives included:
- Assisting in selecting and implementing a CRM system that aligns with ABA's operational needs.
- Developing custom modules to cater to specific functionalities required by the association.
- Integrating the CRM with the existing Member's Portal to provide bank representatives with secure and efficient access to pertinent information.
- Ensuring robust security measures to protect sensitive data and limit exposure to potential threats.