Intellistack
159 Case Studies
A Intellistack Case Study
America’s Christian Credit Union needed a faster way to handle membership and commercial account onboarding. Its paper-based process relied on PDFs, wet signatures, and snail mail, causing coordination challenges across multiple signers and stretching new-member processing to about 28 days. Intellistack, using Formstack, helped the credit union replace that slow workflow with a more efficient digital process.
Intellistack implemented an electronic form-based system that gave staff shared visibility into each step, reduced reliance on mail, and streamlined document collection and approvals. The result was a dramatic reduction in turnaround time from 28 days to just 2 days, while also improving internal communication and setting the stage for broader rollout across the company.
Megan Davis
Sr. Corporate Banking Specialist