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Baxter Credit Union aimed to broaden employee access to mentoring and streamline the user experience by consolidating multiple tools. “Max” enabled seamless mentoring directly within MS Teams for all staff, eliminating the need for separate logins and introducing proactive program notifications. The initiative resulted in increased participation, significant cost savings, and enhanced organizational development.

A customer relationship management system (CRM) wasn’t enough for this bank. They needed a tool to match employees to internal “gigs” based on talent and verified skills.