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Credit unions lose members to faster servicing, and most are looking in the wrong place to understand why. When loan closings drag, exam prep pulls staff off the floor for weeks, and manual workflows create processing gaps nobody has the bandwidth to fix, the instinct is to treat it as a headcount problem. But it's a document management problem.

This webcast walks through what that friction is actually costing and what operations look like when it's addressed at the workflow level, with implementation benchmarks from peer institutions that have already made the transition.

Attendees will walk away with:

• A clear picture of what document friction looks like across exam prep, loan processing, and core migrations
• What core-integrated ECM changes at the operational level, from how exams get managed to how loan closings move
• Implementation timelines from credit unions like yours that have already made the move
•  Four diagnostic questions to honestly assess where your institution stands today

Featured Speakers: 

Kyle Donovan | Chief Operating Officer | Identifi
Kyle brings more than 20 years of experience in financial services, with leadership roles spanning IT, core integration, digital banking, project management, payment operations, fraud, business intelligence, and process automation. Throughout his career, he has led complex initiatives focused on improving operational efficiency, reducing risk, and enhancing the customer experience across multiple financial institutions.

Register Now!

Can't attend? Register here for an on-demand recording after the webcast.