Case Study: First Tech Federal Credit Union streamlines records management and upgrades platform performance with Identifi

First Tech Federal Credit Union cuts record retrieval time from 7–10 seconds to 3–5 seconds with Identifi

First Tech Federal Credit Union, a large financial institution serving the technology sector, faced challenges with manual data management and complex record-keeping following several mergers. As a long-time client since 2006, they partnered with Identifi to streamline their processes. A specific challenge arose when Microsoft ended support for the browser that worked with their current Identifi platform, forcing a complex upgrade to maintain their digital receipt capture, E-Signatures, and document management services.

Identifi worked closely with First Tech to plan and implement an upgrade to their Unified platform, completing the project three weeks ahead of schedule. The new system provided a single URL for all services, improved cross-browser functionality, and drastically cut information retrieval times in half. The results included greater efficiency, enhanced reporting, and a significantly improved user experience for both members and staff, allowing First Tech to continue taking advantage of Identifi's tremendous services.

First Tech Federal Credit Union