Case Study: FORUM Credit Union achieves immediate ROI and 45–60 minutes/day time savings with Trintech's Frontier

FORUM Credit Union Achieves Immediate ROI with Frontier

FORUM Credit Union, a $2.1B member-owned financial cooperative based in Fishers, Indiana, faced slow, error-prone reconciliation for credit and debit card transactions. Their process relied on Monarch, an Access database and Excel for manual imports, matching and exception handling, consuming hours each week and failing to provide the detail and efficiency the accounting team needed.

By expanding use of Trintech’s Frontier and engaging Frontier Professional Services, FORUM automated imports, matching and exception management, eliminated Monarch and achieved immediate ROI. The new process saved about 45–60 minutes per day, boosted matching accuracy to ~99%, reduced error and fraud risk, and improved employee satisfaction by freeing staff to focus on higher‑value work.

FORUM Credit Union

Jim Catanzarite

Assistant Vice President of Accounting