How does the CEO of a credit union in Portland, Ore., manage a credit union in Seattle some 175 miles away? Simple, by using technology and having the right people doing the right things at the right time.

Any CEO of a small credit union can tell you it’s been tough getting through the past decade or so, especially if you’re not lucky enough to have a strong SEG or small community charter. This is what United Advantage and Puget Sound credit unions found themselves facing: too many employees (64 total) too many offices (seven) and paying far too much for technology that neither staff nor members knew what to do with.

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