The CFE Fund published Neighborhood Trust‘s essay on the importance of investing in a database to further professionalize organizations in the financial counseling field. In the essay, Chief Program Officer Sarah Sable and Director of Program Design Alana Perrone discuss the results of Neighborhood Trust’s investment in building a consistent and comprehensive Salesforce database, which included enhanced customer service, a better-supported professional staff and a more automated workflow.
Neighborhood Trust Financial Partners is the leading provider of financial empowerment services for low-income New Yorkers, directly serving approximately 6,000 clients each year. By connecting clients to productive banking services and a personalized Financial Action Plan, we help families reduce debt, build credit, and pursue financial goals. We work with leading nonprofits and government agencies to integrate financial […]