Case Study: Dakota West Credit Union achieves streamlined ECM and greater efficiency with Identifi

Significant Growth Paves Way to Identifi Enhanced ECM

Dakota West Credit Union, a growing financial institution, faced significant operational challenges due to a rapid increase in membership and lending fueled by a local oil boom. Their legacy core processor and document management systems were overwhelmed, leading to manual workarounds and inefficiencies. To support its growth, the credit union enlisted advisory firm Arriba to find a new core processor and an enterprise content management (ECM) solution, ultimately selecting Identifi's enhanced ECM service.

Identifi implemented its ECM solution to seamlessly integrate with Dakota West's new Fiserv DNA core processor. The implementation was highly successful, centralizing all data and documents into a single system, automating processes like receipt indexing, and improving tracking. This integration eliminated the need for manual spreadsheet tracking and legacy systems, saving each of the credit union's eight branches at least one hour of work per day and significantly boosting efficiency and accuracy across the organization.

Dakota West Credit Union

Jeff Meyer

Chief Executive Officer