Most Document Tracking Systems Stop at the Request. Here Are 7 Features Credit Union Compliance Teams Actually Need.
Compliance coordinators at credit unions aren’t short on work. They’re short on systems that work for them. Most document tracking setups generate reminders and log outreach. What they don’t do is confirm that the document is actually on file, which is the only thing an NCUA examiner will ask about. The gap between what a […]
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 Work Business Process Automation for Accounts Payable Approval Process with Oracle Integration

To keep you up to date on some new Identifi Work Business Process Automation product enhancements we have a video that focuses on the accounts payable approval process with Oracle integration. Keep in mind that you can apply workflows to any business process to increase efficiencies. At Identifi we are always improving our software. https://download.identifi.net/WorkFlow/OracleAP/IdentifiWorkflowwithOracleAP-1080p-a420e02e-4313-40b6-bf6a-ae29c6dfd2f0.mp4 Please […]
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 […]
The Benefits of Enterprise Content Management and Software as a Service

Approximately 60% of the average employee’s day is spent working on an organization’s records and documents. How much of that time is truly productive and how much of it is wasted? When dealing with content creation, storage, archiving, distribution, and transfer throughout an enterprise, there are often significant areas for improvement. A cloud-based consolidation and […]
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.