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Case Study
Banks

Signal Financial Elevates the Member and Employee Experience

Unifies call center and digital interactions in single platform for seamless member service
101
Unifies call center and digital interactions in single platform for seamless member service
102k
Unifies call center and digital interactions in single platform for seamless member service
103
Unifies call center and digital interactions in single platform for seamless member service

About Signal Financial Elevates the Member and Employee Experience

Location
Northeastern Pennsylvania
Branches
6
People
24,000 members
Testimonials

What our clients say

“At Signal Financial, we pride ourselves in meeting our members where they are in the community, taking part in local events. Following that philosophy, we realized that we needed to meet our members where they are in the digital realm, leading us to embrace a new approach to member service.”

Andrea, Sales
Challenge
Solution
Challenge
Digitally transform member services to offer both phone and online support with one solution
Solution
The Glia Interaction Platform has enabled Signal Financial to consolidate its call center and digital channels onto a single platform
Challenge
Fuel continued growth among a younger demographic
Solution
Signal Financial provides digital-first options that many younger members prefer
Challenge
Provide on-screen guidance for members, including those calling via phone
Solution
Live Observation and CoBrowsing have accelerated the member shift to digital-first by providing hands-on guidance
Challenge
Streamline reporting and management of member interactions across all solutions
Solution
The unified platform for phone and digital interactions has greatly simplified reporting and quality control measures
Challenge
Solution
Challenge
Solution

Signal Financial Federal Credit Union Meets Members Where They Are

Chartered more than 76 years ago to help local telephone company workers improve the quality of their financial lives, Signal Financial Federal Credit Union today serves more than 24,000 members in the Washington, D.C. metro area. That includes a growing number of small-to-medium sized companies, as well as individuals who live, work, worship or attend school in Washington D.C.

Community involvement is important for the credit union, which participates in a wide variety of local activities from the annual Washington Area Bicyclist Association’s 50 States Ride and local fun runs, to book signings, festivals, and even Signal’s own Art in the City series. Signal Financial regularly reaches out to a younger demographic to promote its special programs that help members under 26 achieve financial fitness. Younger members are increasingly gravitating to digital-first solutions, prompting the Signal Financial team to explore options.

“At Signal Financial, we pride ourselves in meeting our members where they are in the community, taking part in local events. Following that philosophy, we realized that we needed to meet our members where they are in the digital realm, leading us to embrace a new approach to member service,” said Dustin Gray, Digital Services Manager for Signal Financial Federal Credit Union.