Case Study: Philadelphia Federal Credit Union achieves faster turnaround, improved visibility, and paperless automation with Nutrient

Philadelphia Federal Credit Union - Customer Case Study

Philadelphia Federal Credit Union (PFCU) is a $1B-asset credit union serving more than 116,000 members and 400 organizations in the Philadelphia region. PFCU relied on manual, paper-based processes that slowed turnaround, made approvals difficult to track (vendor contracts often had to be walked between departments and roughly 50% never reached imaging), and forced staff into repeated emails and calls to confirm status.

Using Integrify, PFCU automated dozens of workflows—starting with HR and management processes and expanding across departments—using a prioritized intake matrix. The automation eliminated paper hand-offs, provided a live visual process tracker, centralized documents, and created clear accountability. The result: shorter turnaround times, far fewer status inquiries, reduced paper use, consistent handling across teams, and the beginnings of measurable process tracking via dashboards and reports.

Philadelphia Federal Credit Union

Bridget Greenberg

Business Workflow Analyst