Case Study

Desert Financial transforms member experience with Panviva.

Desert Financial transforms member experience with Panviva.

Pages 4 Pages

Case Study Desert Financial transforms member experience with Panviva. INDUSTRY Financial Services COMPANY Desert Financial Credit Union Phoenix, AZ desertfinancial.com Desert Financial Credit Union is the largest credit union in Arizona, operating 47 branches throughout Maricopa, Gila, and Pinal counties. As of October 2019, Desert Financial managed $4.8 billion in assets. Desert Financial Credit Union used Upland Software’s Panviva to improve the experience of its members. By simplifying procedures and making the act of finding knowledge fast and accurate, Desert Financial ensured that employees can now confidently assist members with whatever they may need. Members are happier, and employees are, too. 2“Now that we’ve got this ownership and feedback process

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