Family Building Society

Business Background

The Family Building Society, the first building society to launch for 30 years, is a financial organisation specifically designed to help families work together to use their money and their assets more successfully. The Family Building Society is part of National Counties Building Society which has been securely looking after people’s money and helping homebuyers since 1896. 

The new society was launched as many standard financial products and services are failing to meet the real needs of families, who now face a very different set of circumstances to those faced in past generations.

The costs of buying a first home and education are having a major impact on younger family members, whilst older family members are seeking help in planning their finances in later life. Caught in the middle is a 'sandwich' generation who want to help both, but have their own retirement plans to address.

Solution - Subscribe360 Members' Portal

The new website is based on the Subscribe360 members' portal, which powers all aspects of web interaction and integrates with the back office features powered by Microsoft Dynamics 365. The portal have been tailored to meet the specific requirements of the Family Building Society.

For back office management Subscribe360 designed and delivered a solution based on Subscribe360's membership management solution that allows The Family Building Society to record, track and access business intelligence from operations to provide a single view of its members / “family connections” and trading partners.

In so doing the Subscribe360 solution seamlessly integrates with:

  • Website operations i.e. application management and requests
  • 3rd party trading systems

Subscribe360 has been designed to provide the business intelligence required to support the organisation, to automate processing, customer communication and notifications.

The Family Building Society website is based on an established and widely adopted C2 solution. Subscribe360's members' portal provides a flexible, scalable and functionally rich platform. The website look and feel provided by the Society has also been delivered in responsive design format by Subscribe360 to maximise usability and member access using tablet and smartphone devices.

Testimonial from Family Building Society:

“In early 2014 we were embarked on the Summer targeted launch of the Family Building Society and realised that although not mission critical for day 1 operations, the establishment of a CRM platform presented a fundamental capability in truly putting the Customer at the heart of everything we do
Working with Subscribe360, who were already working on our website development, Subscribe360 membership management system was presented as a comprehensive solution to our need, but one which critically was able to start small and grow with the business. The capabilities were clearly impressive and the ability to get a baseline framework established in very little time suited our aggressive implementation plan. Integration with our website so we could capture user journeys made has been of great benefit as we look to reflect on our early months of operation and tailor some of our early decisions to best effect. Integration of data from our primary operations systems has also been straightforward so that we can establish a single customer view across our membership and also customers introduced to our third party partners.