A long-term goal for Navy Federal Credit Union is to build stronger relationships with its
members (customers)—and keep them for life. When members began expressing wishes to have more exposure to information on financial investments that meet their individual needs, Navy Federal decided to turn to technology that would combine available member data into a comprehensive solution and allow real-time decisions. Navy Federal agents needed easy access to customer
relationship management data and the full array of products and services available, plus a way to match them to member needs.