Customer Success Story

Proponent Federal Credit Union Enhances Efficiency With Customizable Account Opening and LOS Solutions

Automation Transforms Proponent Federal Credit Union’s Workflows & Member Engagement       

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Headquarters: Nutley, NJ
Branch locations: 3
Members: 20,075+
Managed Assets: $525M+

The Challenge

Manual Processes & Disjointed Workflows Hampered Efficiency

Proponent Federal Credit Union (PFCU) has been providing exclusive borrowing options as an alternative to for-profit banks for over 50 years. Before implementing MeridianLink® in 2016, credit union staff spent significant time chasing members, sending follow-up emails, and coordinating with vendors for documents and appraisals. This cumbersome process slowed down application workflows and created a disjointed experience for the team and members. The shift to a more efficient, automated system was critical to improving productivity and member satisfaction.

“One of the bigger features of Portal for me and the impactful features, I think, is just the customizations. That level of customization that [MeridianLink] gives you has been very impactful for us. I would say a testament to that is how our [applications] come in. It’s usually very direct and very clear. There aren’t a lot of errors or questions about our apps.”

Jeff Morano

Director, Continuous Improvement, Proponent Financial Credit Union

The Solution

MeridianLink Consumer, Opening, & Portal

PFCU adopted MeridianLink® Consumer, MeridianLink® Opening, and MeridianLink® Portal — the loan origination, account opening, and point-of-sale solutions within the interconnected MeridianLink® One platform. 

Why Proponent Federal Credit Union Selected MeridianLink One 

Dynamically created task lists provide real-time status updates to applicants and keep the process moving forward.

Significant time savings with process automation to effectively engage with members and handle routine tasks and vendor interactions.

Advanced fraud mitigation thanks to integrations to a network of trusted fraud and identity verification partners.  

The Results

More Productivity, More Member Engagement, Less Risk

 By implementing MeridianLink Consumer, MeridianLink Opening, and MeridianLink Portal, Proponent Federal Credit Union (PFCU) transformed its operations, achieving significant efficiency gains. Automation eliminated time-consuming manual tasks, allowing staff to focus on providing exceptional service. With real-time status updates and seamless digital workflows, members now enjoy a smoother, more transparent application process. Additionally, integrations with trusted fraud prevention and identity verification partners have strengthened security, reducing risk and ensuring safer transactions. As a result, PFCU has enhanced both productivity and member engagement while maintaining the highest standards of financial security.

Proponent Federal Credit Union Achieved Impressive Results With MeridianLink

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