Young Mens Christian Association Retirement Fund

 RETRAIREMENT SAVINGS FOR ALL EMPLOYEES Are ELIGIBLE to ENROLL in the SAVINGS PLAN

Starting with the September 30, 2017 statements beginning with the September 30, 2017 statement, all Fund participants must login at the Retirement Fund website in order to access the quarterly benefit statements.

We recommend everyone Y employees to sign up with an online account that will allow access to the self-service portal, which is accessible 24 hours a day. In just 2 seconds, this video gives the steps for registering to create an account online. Click here to watch the video 

click here:YMCA Retirement Fund Login

Are you leaving the Y or Resigning?

Many employees who decide to leave their Y employment or decide to go to retire have lots of questions regarding your YMCA retirement accounts. They would like to know how they can take their money out or if they are able to choose taking any balances out of their accounts. 

Click the link in the following article if you encounter a situation similar to this with similar concerns. The FAQ's in this guide are made available by the YRF and are a valuable resource for planning ahead before you quit: Guide to Resigning and Leaving

visite site:YMCA Retirement Fund Login

The YMCA Retirement Fund is positioned to Grow with holistic views of participants

The YMCA Retirement Fund is among the most popular pension schemes in the US with over 120,000 employees of YMCAs throughout all across the United States and managing over $7 billion worth of holdings. They offer financial services as well as education for individual participants of the plan, regardless of the stage of their work or retirement they might be at.

The Bullish Growth of tools that resemble bears

With an increase of 300% or more since the early 1990's the company is numerous moving parts, starting with managing the individual account, an in-house contact center, to tracking the hundreds of interactions that occur daily with every plan participant. 

"As the amount of our participants increased, the process of interacting with our customers using a basic internal CRM was not ideal," says Elliott Buchholz the chief information officer. When responding to calls and emails, service representatives were required to switch between several screens in order to view the information of the participants and to note the contact's event which slowed the capacity of the call center to respond efficiently to requests.

A tech-savvy veteran with years and years of expertise, Elliott Buchholz knew the organization was in need of a revamp. Buchholz thought of the system that would offer an entire view of every participant's the personal details, employment data as well as service durations and balances of accounts pension information, and a details of all interactions for The YMCA Retirement Fund.

A Secure Future with Salesforce Cloud and Salesforce

"We were not doing anything on the cloud We didn't intend to operate anything from the cloud. We believed that we were better placed to keep the data of our customers secure.

 I was somewhat biased towards a rival software that was installed locally and operated locally. I never doubted that it would be our preferred solution. Salesforce was included in the selection process on the demand by the Customer Service leadership team to give a choice to test features against. 

But, when we looked at Salesforce we discovered that we could imagine exactly how it would improve our Retirement Fund more efficient from the beginning," says Buchholz. Further studies provided him with assurance about the security of Salesforce's Salesforce multi-tenant structure.

 "I talked to larger financial institutions who employed Salesforce and was able to alleviate my concerns about security of data. I am able to say with certainty that I've never been happier to be less incorrect about my decision-making process for an option."

Created to Serve Those Who Serve

The YMCA Retirement Fund began with the introduction of Salesforce Service Cloud for its contact center. As a veteran leader in technology, Buchholz had been through numerous implementations and was expecting to experience a greater burden. 

"In my experiences throughout my experience of installing IT systems this one is among the most simple and with the least learning curve of any system we've implemented," says Buchholz. When the Service Cloud was launched, Service Cloud, the contact center was able to swiftly and effortlessly navigate through the record of a plan participant's past history to provide individualized service and response to every participant. 

Customer Service Representatives had access to every inquiry and case related to a person prior to them being were engaged, which resulted in greater efficiency. "Within the record of contact, they've got everything they need to assist the customer: identification details to prove the identity of the caller, their stage of participation they're in and what accounts they've got as well as the reason why they've reached us previously. 

The contact record is linked to the case record where they track all the aspects of the specific contact point," says Buchholz. "Now we have everything we require in one spot." It is important to note that the YMCA Retirement Fund actively tracks the quality of service of its clients' contact points. 

Implementing Salesforce ultimately played a major contribution to increasing the quality of service offered to its members, which led to their being called a Top Contact Center from Benchmark Portal, a leader in benchmarking of customer service call centers over the last three years.

Engaging in Participant Engagement for a Promising Return with Pardot

In addition to Salesforce along with along with Service Cloud, the YMCA Retirement Fund has replaced their old mass-emailing system by implementing Pardot and provides their Marketing staff complete capabilities for marketing automation. Although they do not engage in traditional marketing, the YMCA Retirement Fund does not use traditional marketing methods however, they have seen results as participants are better informed about the benefits offered by segmentation, targeted campaigns , and personalized content. "We provide an email series to participants who will follow-up automatically in the event that the recipient fails to act within a specific time frame." Buchholz says. Buchholz. In addition, the YMCA Retirement Fund has also implemented engagement strategies, which offer automated channels of communication to who meet certain conditions. The YMCA's spokesperson, Buchholz, "We find it extremely easy to manage and use. The Marketing Team is thrilled with Pardot's capabilities as well as its ability to efficiently divide marketing efforts."

To the Right and Up using Salesforce

In the future in the future, in the future, YMCA Retirement Fund is actively increasing its usage of Salesforce. They've selected and implemented third-party software that connects Human Resources Information Systems, electronic approvals, document imaging as well as event planning. "As an element of our educational initiatives," Buchholz noted, "we have a staff that provides seminars across the country or conferences, as well as one-on one meetings. The third tool manages the reservation and scheduling, eventually connecting this information directly to the contact record to ensure that customer service reps are aware of the latest information about any events that a participant has been to."

Furthermore to that, it is also reported that the YMCA Retirement Fund is looking towards the future and will offer plan members the highest level of service possible by evaluating the possibility of using Einstein Chatbots and Einstein.

The overall experience using Salesforce has been transformational, and has helped the company concentrate on helping their plan participants. "Ultimately we're an organization for customer service. Our job is to provide service to our employees, not to learn new processes. Through Salesforce," says Buchholz, "it's been easy to get onboard, go live, and not needing an instruction manual."