Clearwater Credit Union Leverages Core to Automate Manual Processes, Streamline Audit Queues, and Analyze Member Feedback
Taking A Core-Centric Approach
Since its conversion to a new core processor in early 2019, Clearwater Credit Union has taken a core-centric approach to its strategic initiatives – asking ‘can our new core accomplish this task?’ before implementing new processes. Using this strategy, Clearwater CU has been able to eliminate some inefficient manual processes and increase the reliability of the results.
At the heart of this approach are four basic steps that can be leveraged for many processes that involve working with information:
- identify a trigger event
- generate data
- automatically alert or queue the work
- report on the results
Following this four-step concept, Clearwater CU has opened the door to more core customizati...
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