Credit Union Automation

Transforming Your Credit Union from the Inside Out

From customer service to mobile banking to fraud investigations, your credit union members deserve, and now demand, the best experience possible. The challenge is there are hundreds, if not thousands, of transactional processes happening at your credit union simultaneously, so it may be difficult to know where to start making improvements in operational efficiency. We allow you to optimize processes across departments – and across branches – to reduce costs, increase accuracy and make your members happier.

KeyMark can help streamline your credit union’s manual processes and equip your team to perform a wide range of productivity-enhancing activities, including:

• Expediting new member onboarding and reducing redundant, manual processes
• Apply standards to account origination and account management
• Automate high-value workflow processes that improve member services
• Capture signatures digitally to reduce process lag times
• Reduce courier and shipping-related expenses
• Gain real-time visibility into processes, workflows and workloads
• Identify key performance indicators to make faster and better decisions
• Leverage case management to streamline fraud investigation
• Reduce security risks, compliance concerns and audit preparation

Finding the right partner to help you pinpoint your operational inefficiencies and implement such transformational technology is no small decision. Our team knows what it takes to make it easier for your credit union members to do business with you and maximize your ECM investment, both now and in the future.