Case Study: Sound Credit Union achieves daily liquidity visibility with PortX

Interoperability Key to Sound Credit Union Liquidity Visibility Project

Sound Credit Union, a credit union with over $1.4 billion in assets, faced significant challenges due to its disparate, siloed systems. This lack of interoperability made critical processes, like generating a complex liquidity report from five different systems, a major manual endeavor and hindered organizational decision-making. To address this and begin a broader digital transformation, their CIO partnered with PortX.

PortX facilitated the implementation of an API-led strategy using the MuleSoft Anypoint Platform. They developed a pub-sub microservice that seamlessly connected the necessary systems, allowing for the automatic generation of a daily liquidity report. This solution provided Sound Credit Union with accurate, timely data that increased revenue opportunities and laid a reusable foundation for future omnichannel initiatives, significantly boosting internal interoperability.

Sound Credit Union

Tony del Fierro

Chief Information Officer & Chief Technology Officer