Why Credit Unions Are Rethinking On-Premise ECM, and What to Decide Before You Switch
Members compare your credit union’s speed to whatever app moved fastest the last time they needed something done, usually a FinTech that shipped a fix before your IT team finished the change request. Document turnaround and signature turnaround now get judged against that baseline. On-premise infrastructure was built for an era before it existed. For […]
Have an Upcoming NCUA Exam? Here Are 6 Ways Credit Unions Like Yours Use Document Management Systems to Prepare
Passing an NCUA exam comes down to whether your systems can produce a specific loan file, the retention schedule governing it, and the access log behind it, on the spot. Right now, those three pieces typically live in three different systems, which turns a routine request into a multi-system search. For most credit unions, the […]
You Have a Core, an LOS, and Digital Banking. Do You Have a Credit Union ECM?
Most credit unions have invested in the right systems: the core manages accounts and transactions, and digital banking handles member interactions. But what those systems don’t collectively do is manage the documents they generate as compliance assets, and that gap is exactly where credit union document management software belongs. How the Credit Union Technology Stack […]
Identifi 2021
Happy Holidays! One of Identifi’s core values is particularly appropriate for the holidays, Play as a Team. We continue to work hard and play hard as a unified team, even as we are separated by virtually everything. With all the ever-evolving distractions, it’s easy to get wrapped up in ourselves and our own lives, while […]
SolarWinds Identifi Advisory
December 15, 2020 SolarWinds Orion Platform VulnerabilityIn response to the recently disclosed vulnerability of the SolarWinds Orion platform we have reviewed our own use of SolarWinds products. Identifi uses one SolarWinds product, Security Event Manager (SEM). As of the date of this notification, SolarWinds advises that the SEM product is NOT believed to be impacted […]
Identifi Teams Up With Chelsea Groton Bank to Increase Productivity
Chelsea Groton Bank‘s Feel Good About Your Bank slogan extends beyond words to their people. Identifi recently met with several members of the dedicated Chelsea Groton team. We came away with an appreciation for their dedication to making their customer’s banking experience a better one. William Lidestri, SVP, Director of Operations & Technology is driving innovation […]
Enabling Credit Union Business Banking Through Technology by George McGourty and Tom Russell
Introduction On January 1, 2017, the world changed for credit unions. At least for credit unions serious about Business Banking. In place of a fixed percentage of assets, a cap based on net worth (in other words, tied to the credit union’s ability to absorb lending risk) was implemented. Prior to January 1, NCUA waiver […]
“The best way to predict the future is to invent it.” – Alan Kay
You can watch Fox News or CNN but our success or failure has little or nothing to do with the economy, politicians or other outside factors. It has to do with you and me. It has to do with the quality and functionality of our products and services. It has to do with how we deliver our products and services! It has to do with how we choose and treat our customers and our partners.