Case Study: UNIFY Financial Credit Union UNIFY Team Automates to Keep Up with Growth With hundreds of branch and ATM locations nationwide, UNIFY Financial Credit Union (UNIFY) offers a wide selection of financial products and services to assist members in building and preserving wealth. The credit union was established in 1948 and is headquartered in California. Following a successful company rebrand and several organizational changes, UNIFY sought to take their account reconciliation process to the next level through automation. With the credit union growing larger each year, the accounting team needed a better way to track and prepare reconciliations. For years, UNFIY’s manual processes contributed to: • Decreased accountability • Unreliable tracking in Excel checklists • Cu

Join for free to read