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Consumers utilize mobile technology.

For the $1.95 billion, Richland, Wash.-based Gesa Credit Union, creating an omnichannel member experience is not complete without creating a 360-degree view of members for the employees who support and sell to them.

Gesa has grown from running a small, part-time office and serving members of the General Electric Supervisor’s Association in 1953, into the fifth-largest credit union in Washington State serving over 160,000 members today. Gesa turned to the Fremont, Calif.-based Terafina to help tackle the development of an effective digital sales and service platform that can be accessed from any channel or device. Terafina offered Gesa a SaaS-based omnichannel solution that could leverage one platform for every member-facing system.

Roy Urrico

Roy W. Urrico specializes in articles about financial technology and services for Credit Union Times, as well as ghostwriting, copywriting, and case studies. Also: writer/editor of a semi-annual newsletter for Association for Financial Technology since 1997 and history projects funded by the U.S Interior Department, National Park Service and Warren County (N.Y.).

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