American United Federal Credit Union

American United Federal Credit Union (AUFCU) has been serving members since December 1952. If ever there was a credit union that embodied the credit union ideal of “Service First,” it is AUFCU. That is because they are committed to serving the underserved. They provide access to business, personal and online banking, as well as credit, coaching, and financial mentoring to people in need of a second chance. They proudly state that they: “Help When Others Won’t.” Helping AUFCU fulfill these admirable member service commitments is another organization dedicated to service: Millennial Vision Inc. (MVi). Based in Salt Lake City, MVi has been providing innovative Enterprise Content Management (ECM) solutions to CUs since 1997.

Matthew Tingey, Senior Applications Specialist at AUFCU, has been intimately involved in the credit union’s journey for the past 17 years. Having worked at almost every position within the CU, he knows all facets of their operations, and MVi’s long-time relationship with the credit union. He explains that “MVi has been a great partner for us over the years and continues to help us at every step of the way to provide better member service.” Their previous ECM vendor did not have near the customer service focus nor credit union focus that MVi has, according to Matthew. He especially likes working with the company’s Laserfiche Forms module which includes pre-built rules for rapidly building new e-forms. AUFCU’s accounting department in particular has seen great productivity and efficiency improvements with internal e-forms. For example, they can now easily handle travel and tuition reimbursement requests for employees with e-forms, whereas previously they were handled by time consuming back-and-forth emails and cumbersome spreadsheets.

In terms of member-facing improvements, MVi’s solutions have made branch interactions much faster and efficient. AUFCU’s branches use full color signature pads that provide members with important information on the documents that they are signing, while simultaneously eliminating inefficient paper documents. Matthew notes that “we currently have DocuSign integration and we will soon be adding core system integration to these workflows and MVi is always there to help us any way that they can.” He appreciates the ready-made scripts that are available within the ECM platform, as well as the system’s robust reporting capabilities. According to Matthew, “it has been so helpful to be able to automate numerous workflows across all of our departments which saves a lot of time for our staff and also minimizes processing errors.” MVi’s years of credit union experience has helped boost AUFCU employees productivity with CU-specific solutions, and even custom coding as needed.

Matthew confirms that the tech support and customer service levels at MVi are stellar: “from the CEO to the Help Desk person, everyone at MVi is dedicated to customer service and very knowledgeable.” MVi prides itself on same day service levels, and Matthew enthuses that “they consistently get back to me in a timely manner.” He concludes that “MVi is much more than a vendor to us – they are a very responsive partner that is committed to helping us prosper and successfully compete with much larger financial institutions.”