Case Study: Sound Credit Union achieves secure, fast knowledge sharing and improved compliance with Bloomfire

Sound Credit Union Securely Shares Knowledge Across Branches

Sound Credit Union, a Washington-based not-for-profit financial institution with over 120,000 members, found that employees struggled to find information quickly—its biggest pain point according to an internal survey. The credit union was relying on an outdated SharePoint site that made content hard to locate unless users knew exact file names or folders, and they needed a secure, auditable system to maintain compliance and support fast, accurate member service.

They replaced SharePoint with Bloomfire, using smart search across documents and videos, a Q&A feature that indexes questions and answers, scheduled publishing/unpublishing, content flagging, and version history for audits. The platform has increased staff confidence in the relevance and currency of information, encouraged organization-wide knowledge sharing, helped keep policies up to date, and enabled customer-facing employees to deliver quicker, more accurate service.

Sound Credit Union

Bree Long

Digital Systems Analyst