Case Study: Redwood Credit Union achieves dramatic efficiency gains in budgeting and reporting with Vena Solutions

How this successful American credit union has been using Vena for it’s budgeting & reporting processes

Redwood Credit Union, a full-service financial cooperative founded in 1950, serves more than 230,000 members across 17 branches in California and ranks in the top 1% of credit unions by size. As their needs became more sophisticated, RCU sought a budgeting and reporting solution — with added project planning and process management — that would integrate with their existing Excel-driven workflows.

They implemented Vena, a unified platform that preserves the familiar Excel environment while delivering quick implementation, strong process and project management capabilities, and proven financial-industry experience. The result was a drastic boost in efficiency, high user adoption, and more time for leaders to focus on better decision-making.

Redwood Credit Union