Case Study: Del-One Federal Credit Union achieves budgeting visibility and faster scenario planning with Fiserv Vantage Risk and Budgeting Manager

Del-One Federal Credit Union Gains Insights Into Performance With Budgeting Solution

Del-One Federal Credit Union, a full‑service institution with 11 branches and more than $620 million in assets, needed a more efficient way to budget and gain visibility into its finances after years of managing budgets with complex spreadsheets. To replace those decades‑old processes and support growth in branches and more complex products, Del‑One implemented Vantage Risk and Budgeting Manager from Fiserv.

Fiserv’s Vantage consolidated Del‑One’s balance sheet, budgeting, planning and management reporting into a single view, enabling quick what‑if scenario modeling, easier month‑to‑month imports and clearer budget‑vs‑actual analysis. As a result, Del‑One can model scenarios in minutes, see how individual performance measures affect the bottom line, identify overspending or liquidity risks earlier, streamline monthly reporting to the board and build budgets with greater confidence — all while reducing manual spreadsheet work.

Del-One Federal Credit Union

Kellie Rychwalski

Chief Financial Officer