South Carolina Federal Credit Union

South Carolina Federal Credit Union offers a full range of financial services to its members, including savings, checking, credit card, investments and loans. A non-profit with 175 employees and 20 locations throughout the state of South Carolina, South Carolina Federal’s 170,000 members are also its owners. The Challenge Over its 85 years, South Carolina Federal […]

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Logix Federal Credit Union

Logix Federal Credit Union was founded as the Lockheed Aircraft Federal Credit Union in 1937. Twelve charter members started the credit union, which was originally located on the grounds of Lockheed’s Burbank facilities. As Lockheed Aircraft grew, it was forced to reevaluate facilities and programs, and ultimately merged with Martin Marietta and changed its name […]

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National Bank of Canada

With $251 billion in assets as of January, 2018, National Bank of Canada, together with its subsidiaries, forms one of Canada’s leading integrated financial groups. It has more than 21,000 employees in knowledge-intensive positions and has been recognized numerous times as a top employer and for its commitment to diversity. Its securities are listed on […]

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Del-One Federal Credit Union

COVID-19 social distancing protocols forced Del-One Federal Credit Union to alter the way they served members. After shutting the doors to walk-in traffic, they selected Engageware’s Essential Banking Package to offer members convenient, online appointment scheduling. In less than a week, the solution was live across all open branches, and members were able to meet […]

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Regions Bank

Regions Financial Corporation is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, mortgage and insurance products and services, with $129 billion in assets. Its subsidiary, Regions Bank, operates 1,500 banking offices and 1,900 ATMs, with approximately 9,000 employees serving customers across the South, Midwest and in Texas. Regions Bank […]

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Lake Michigan Federal Credit Union

Founded in 1933 by Grand Rapids, Michigan school teacher Lloyd F. Hutt, Lake Michigan Credit Union has grown from its initial 13 members to nearly half a million members who entrust LMCU to manage more than 6.5 Billion in assets. Their trust is well founded—LMCU is rated among the highest in the nation for Return […]

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3 Rivers Federal Credit Union

Appointment data helped 3Rivers better align member needs with staff training to ensure those needs were being met.

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LPL Financial

LPL Financial built the nation’s largest independent broker-dealer organization by helping entrepreneurial financial advisors establish successful businesses through personalized financial guidance. With more than 16,000 independent financial advisors who manage more than $706 billion in advisory and brokerage assets, the organization is experiencing explosive growth. Challenges: Appointment Scheduling Became A Roadblock For Growth “As LPL […]

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