Case Study: a large credit union achieves 86% faster marketing reviews with PerformLine

How a growing credit union partnered with PerformLine to reduce compliance review time by 86% and increase speed to market

A large credit union faced significant challenges in manually reviewing its high volume of diverse marketing materials, a process that could take up to a week per document and consume considerable resources. They partnered with PerformLine to automate and streamline their pre-publication compliance review process, aiming to increase efficiency.

PerformLine implemented tailored rulebooks and automated workflows for the credit union, creating a standardized and cohesive review system. This solution led to an 86% reduction in document review time, cutting the process from a week down to a single day. This dramatic increase in efficiency, alongside the creation of over 80 custom rules, freed the team to focus on business growth and prepared the credit union for future regulatory scrutiny.