TruStone Financial Credit Union
Boomi helps the credit union digitally transform its business, improving member and employee experiences by automating manual processes and saving up to 6,000 hours a year.
Business goals
Based in Minnesota and Wisconsin with 210,000 members, over 530 employees, and 23 branches, TruStone is banking on digital transformation to improve member and employee experiences, boost business efficiency, and drive growth.
To achieve this, the credit union is taking a best-of-breed approach to application modernization. Its goal is to eliminate the limitations of legacy systems while delivering omnichannel digital interactivity.
Integration Challenges
Numerous out-of-the-box software integrations to other applications over the years made application selection difficult, leaving the credit union with a large number of disjointed systems that lacked interoperability.
Further, TruStone’s merger with Firefly Credit Union in early 2021 necessitated custom coding for connecting systems and migrating data, which proved challenging.
These issues highlighted the need for a purpose-built integration platform.
How Boomi Helped
Boomi’s modern cloud-native integration enabled TruStone to focus on member-centric initiatives, and automate manual data tasks that were onerous and time-consuming.
Call center time is reduced with TruStone’s phone system integrated with back-end applications for caller recognition by phone number and email address.
New accounts are authorized faster with automation, eliminating manual data look-ups and verifications by staff.
Results
Since ramping up Boomi usage in 2022, TruStone saved about 1,200 hours, and is on target to eliminate up to 6,000 hours of manual work in 2023.
Omnichannel digital interactivity has triggered an appetite for innovation and automation across TruStone, while:
- Accelerating integration development and deployment 2X
- Improving data usability by surfacing information that was locked in siloed systems.
- Minimizing the business risk of error-prone manual processes
- Offering flexibility to choose best-of-breed apps without integration concerns
