Case Study: First Tech Federal Credit Union achieves faster digital records management with Identifi

First Tech Federal Credit Union - Customer Case Study

First Tech Federal Credit Union, a financial institution with over 720,000 members, faced significant challenges in managing its data. Their growth and several mergers had resulted in antiquated, manual processes for records management. A required technology upgrade, prompted by Microsoft ending support for a key browser, added further complexity to their situation. To overcome this, they turned to their vendor, Identifi, for a solution involving its enterprise content and business process management platform.

Working closely with First Tech, Identifi planned and executed a complex upgrade to its Unified platform. The implementation was completed three weeks ahead of schedule. The new system provided improved efficiency, cut digital record retrieval times in half, and consolidated all services into a single URL. The partnership with Identifi provided First Tech with enhanced security, compliance, and a scalable solution for future growth.

First Tech Federal Credit Union

Alex Bannister

Senior Program Manager of Core Operations