Case Study: Kohler Credit Union achieves automated Fiserv report processing and cuts hours to minutes with Altair Monarch Server

Kohler Credit Union - Customer Case Study

Kohler Credit Union, a $615 million not-for-profit financial cooperative, needed to migrate from Fiserv DataSafe to Fiserv DNA while still managing the heavy daily output of both core systems—each producing 300+ semi-structured reports. The credit union’s audit and compliance teams were spending more than two hours per day parsing 600+ page deposit reports. At the recommendation of a Fiserv representative, Kohler began using Altair Monarch (initially a single license) to tackle reconciliation and report processing challenges.

Altair’s prebuilt Monarch models immediately addressed about 80% of Kohler’s needs, and the credit union invested in Altair Monarch Server to automate workflows. As a result, 600+ page reports that once took more than two hours a day are now processed in minutes, freeing audit and compliance staff to focus on exceptions and saving many staff-hours weekly. Altair Monarch Server also streamlined the Fiserv DataSafe-to-DNA migration, helping the IT team complete the project on time.

Kohler Credit Union

Matt Fehrmann

Kohler Credit Union