Founded in 1936, Patelco is a full-service, not-for-profit established to serve the financial interests of the community. With $8B in assets, more than 380,000 members, and 6,000 shared branches nationwide, the organization is one of the largest credit unions in the United States. CHALLENGE Patelco had been growing significantly (averaging more than 11% growth per year over the last five years). Membership, loan, and transaction volumes were growing, and the company was quickly approaching $10 billion. When a financial institution crosses that mark, it faces new, more rigorous levels of regulations and an increase in expensive compliance guidelines.

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