Case Study: Members 1st Federal Credit Union strengthens planning and reporting resilience with Wolters Kluwer CCH Tagetik

Members 1st Federal Credit Union - Customer Case Study

Members 1st Federal Credit Union, a large credit union based in Pennsylvania, needed a more streamlined and robust planning and reporting solution to improve its budgeting and analytical capabilities. They selected CCH Tagetik from Wolters Kluwer ELM Solutions to handle their complex needs in budgeting, operational and capital expense planning, and detailed HR planning.

Wolters Kluwer implemented CCH Tagetik, which provided an integrated platform for detailed financial planning and real-time reporting. The solution drastically reduced month-end reporting time, enabled crucial budget adjustments during the COVID-19 pandemic, and enhanced analytical capabilities across all management levels. The vendor's consulting team received high praise for their expert support and flexibility throughout the implementation.

Members 1st Federal Credit Union

Brian Strohecker

Budget & AP Manager