With HCL Digital Experience, 800+ Credit Unions Deliver Exceptional Banking Experiences

Banking Processes Needed a Boost

In the past, this credit union’s staff was gathering financial transaction details for their customers through disparate sources. While trying to surface and offer customers the best solutions to match their banking needs, they had to dig through multiple systems, all using different login credentials. This process was tedious at best, but it also negatively impacted the staff’s productivity and efficiency. And with multiple systems and platforms involved on the back end, this resulted in incremental increases in system maintenance cost.

Increasing operational costs and decreasing employee efficiencies was a losing strategy.

Banking Strategy Refreshed

Combining the power of HCL Digital Experience and its unique automation tooling, Streebo was quickly able to assemble a comprehensive “teller portal” for the credit union. With single sign-on (SSO) capability, the portal provides unified access to the customer account details and transactional information and instantly presents it on the screen via a single collection point in a centralized user interface.

Digging deeper into the solution, Streebo was able to consolidate multiple applications and interfaces to one unified portal and then integrate it with multiple backend systems that the credit union has been using for years. This transformation and building the new portal happened quickly, thus allowing the credit union and its affiliates to go live with the new teller portal solution within a matter of weeks.

Also, HCL Content Manager was integrated to help business users easily manage the content on the portal for years to come.

The new portal includes these powerful capabilities:

• Role-based access that provides a tailor-made experience for multiple credit unions
• Ease of managing content with HCL Content Manager
• Cross-platform and multi-device support, for easy access from anywhere
• Point and click integration with complex backend systems, some being third party!
• Home-grown and multi-vendor solutions are consolidated to a single platform, thereby reducing technical redundancy and increasing security

Results

The credit union realized benefits almost immediately in the form of employee efficiency and customer satisfaction.

Specific benefits include:

• Faster time to market with Streebo’s library of banking and payment widgets (reduced development efforts)
• Improved employee productivity withunified access to all the customers’ details and their transactions, resulting in faster customer response
• Reduced technical redundancy and increasing security with all home-grown and multi-vendor been consolidated under single platform

Building on their success, the credit union plans to reap the benefits of the unified teller portal for years to come.