Case Study: 1st United Services Credit Union achieves simpler, faster, friendlier member experiences with Q2 Software

1st United Services Credit Union - Customer Case Study

1st United Credit Union, a not‑for‑profit based in the San Francisco East Bay, faced a tech‑savvy membership that expects modern, feature‑rich digital banking and seamless cross‑device experiences. The credit union needed a platform that could be customized and integrated with partners while also streamlining back‑office workflows and controlling costs.

They implemented the Q2 Platform (including the Unified User Experience) and CentrixDTS to automate disputed‑transaction workflows, plus Q2 SMART and teller‑ATM tooling to drive self‑service. The result: a consistent, simple UX across devices, faster dispute resolution and back‑office efficiency, high staff satisfaction, a 9/10 net promoter score, and progress toward greater member self‑service — fulfilling their “Simpler, Faster, Friendlier” promise.

1st United Services Credit Union

Joanna Uhl

Chief Information Officer