Credit union dealer management

Simplify dealer management with a CRM

In today’s competitive financial landscape, effective dealer management is crucial for credit unions aiming to optimize their indirect dealer relationships. Credit unions need to monitor and manage vendor partnerships to make sure they stay profitable and align with the institution’s goals. Interest rates and loan performance also need to meet your institution’s standards for quality and compliance.

But is that easier said than done? Not if you use a customer relationship management (CRM) system.

Credit unions that leverage CRMs for dealer management find it simpler to streamline operations, enhance efficiency and build strong partnerships with dealers. Indirect dealer information is easy to track, so you have scorecards and metrics to steer performance and the relationship.

Use your CRM to:

• Centralize and store indirect dealer information.
• Create scorecards for dealers and their employees.
• Track dealer promotions.
• Analyze lost sales by dealer or loan officer.
• Report on trends and compliance requests.
• Lower compliance and audit risk.

With robust data, you can quantify the value of individual dealer relationships. CRM solutions help you spot trends and see KPIs in real time, and make it easy to trend, filter and share information about dealer performance. Automated dashboards and reporting tools save time, so you can focus on improving vendor relationships instead of managing them.

Why Wipfli?

We don’t work for a CRM company; we work for you. Our digital team has experience with several leading CRM tools, so we don’t push a single solution. We lead with curiosity about your business and goals, then tailor our recommendations and support to match.

We believe perspective changes everything. That’s why we surround clients with experienced advisors who’ve worked in financial services and technologists. Together, we create solutions to help you connect with members, manage vendors and stay ahead of the competition.

Find out how a CRM can strengthen your partnership with dealers — and drive operational excellence across your credit union. Contact us to learn more.