Customer Success Story
Streamlined Lending Operations With Turnkey LOS and Integrations
Seamless Configurations and Automation Improved Security and Efficiency for TruWest Credit Union
Headquarters: Tempe, AZ
Branch locations: 11
Members: ~90,000
Managed Assets: $1.8B
The Challenge
MANUAL PROCESSES AND DISJOINTED
WORKFLOWS HAMPERED EFFICIENCY
TruWest Credit Union (TruWest®) has been providing exclusive borrowing options as an alternative to for-profit banks for over 50 years. The credit union needed an efficient, holistic platform that could integrate smoothly with third-party systems, simplify backend configurations, and enhance security for member data management.
The Solution
MeridianLink Consumer, MeridianLink Opening, MeridianLink Portal, OpenClose
TruWest Credit Union implemented MeridianLink’s Modern Experience platform, benefiting from its user-friendly interface, simplified navigation, and configurable workflows. The integration of Zest AI from the MeridianLink® Marketplace further enhanced lending automation, improving underwriting efficiency. This comprehensive solution provided seamless third-party onboarding, optimized data processing, and bolstered security, effectively meeting TruWest’s goals.
Why TruWest Credit Union Selected MeridianLink
Improved accuracy and reduced team workload by expanding data points for automated underwriting through the Zest AI integration.
Seamless and efficient transition to Modern Experience in just two months.
Strengthened security and compliance across member data and third-party integrations.
The Results
Enhanced Efficiency and Security Drives Lending Success
With MeridianLink®, TruWest’s team achieved transformative improvements in loan processing efficiency. The Zest AI integration streamlined complex underwriting tasks, allowing loan officers to handle high application volumes with ease. The system’s configuration capabilities made backend processes straightforward, enabling the IT team to establish automated workflows and custom actions with minimal setup time. This ease of use benefited both administrators and end-users, particularly in auto loan processing, where loan officers could now instantly access and evaluate essential data points.
The transition to Modern Experience delivered a clean, intuitive interface with seamless navigation, reducing application review times. Implementation was smooth, taking just two months, thanks to robust support and a dedicated project manager. For IT administrators, the MeridianLink platform has simplified daily operations, allowing them to focus on innovation rather than maintenance. The new system has set the stage for scalable growth in lending, allowing the credit union to deliver efficient, personalized service while maintaining strong security standards.
