PIONEER FCU CASE STUDY

A universal approach that skyrocketed member satisfaction.

The Story

As one of the fastest growing credit unions in Idaho, Pioneer Federal Credit Union has been servicing their 50,000+ members for over 60 years. Partnering with Kinective, Pioneer FCU started their journey with the completion of a 5,600 sf branch built with the latest in open designs and traditional barriers removed.

The Challenges

End the pass-around tango.
Pioneer wanted to reduce member wait times, frustrations, and hand-offs by empowering staff to engage and handle a member’s needs from start to finish.

Kick the teller line to the curb.
Staff were chained behind a permanent teller line and needed a way to break free and securely process transactions from anywhere in the branch.

Put the universal in universal associates.
Pioneer’s new open-branch design was perfect, but the process of having to log in and out of workstations was cumbersome and associates still had to interrupt tellers to handle cash transactions.

The Results

United Bank sought out a true banking partner who was two steps ahead of the operational nuances specific to banking—not a generalized offering made for all types of companies. Even more important was a solution that was fully integrated and could make staff lives easier, not more complicated.

Upon implementing Kinective’s Document Automation solution, IMMeSign Plus, the team witnessed immediate and transformative results. They gained the capacity to expedite and enhance transaction processing in a paperless environment, delivering an enriched and engaging experience to customers whether they were remote or in-person.

Now, customers can now electronically sign documents at a place and time of their choosing. And when in-branch, United Bank also leverages tablets equipped with IMMesign Plus for customers to view and electronically sign documents directly on the tablet itself. Not only does this provide a dynamic customer experience, but it also automates all the back-office processes too!

A consistent experience was also important to United Bank, and eSign Plus enables staff to complete transaction in a completely digital environment. So, no matter what business system employees are producing documents from, or what system clients are signing documents with, the user experience is consistent, easy, and fast.

Transactions are completed with just a few clicks, indexing and archival of documents is completely automated, and customers electronically receive all documents with a click of a few buttons. The exceptional experience United Bank was looking for was fully realized!

Products Used

Branch Workflow

“Now, tellers don’t have to log in and out of locations, and we no longer have to set up workstations for every teller. We can concentrate on building relationships—not making members wait.”

Tracey Miller
VP of Operations | Pioneer Federal Credit Union

Download the Pioneer FCU case study.

As one of the fastest growing credit unions in Idaho, Pioneer Federal Credit Union has been servicing their 50,000+ members for over 60 years. Partnering with Kinective, Pioneer FCU started their journey with the completion of a 5,600 sf branch built with the latest in open designs and traditional barriers removed.

KINECTIVE

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