Case Study: Central Liverpool Credit Union saves 6 hours a week and gains deeper reporting insight with Wellington IT’s cuInsight

Central Liverpool Credit Union save 6 hours per week with cuInsight

Central Liverpool Credit Union, a three-branch credit union serving over 10,000 active members in Liverpool, needed a better way to access timely, detailed reporting for board and management meetings. Before working with Wellington IT, its reporting process was cumbersome, lacked depth, and required staff to rebuild reports from scratch each time.

Wellington IT implemented its cuInsight reporting tool alongside the Scion core system, giving Central Liverpool Credit Union intuitive, reusable dashboards and more granular data for weekly reporting, branch workload analysis, member data quality checks, and marketing insights. The result was significant time savings — around 6 hours per week on report creation alone — plus improved visibility into loan officer workload, more accurate provisioning, and better-informed operational decisions.

Central Liverpool Credit Union

Geoff McKay

Business Development Manager