Our Customers

Sound Credit Union

Founded in 1940, it is one of Washington state’s largest credit unions. With 29 full-service branches throughout the Puget Sound area, Sound provides its nearly 120,000 members with authentic and trusted financial support and services.

The Challenge

Sound Credit Union

Working with incomplete, siloed data from disparate sources meant many of Sound Credit Union's employees couldn't get a complete picture of member activities or market trends. They needed a secure and intuitive way to quickly access reliable and actionable data.

The Strategy

The company's IT team looked at our competitors and found that none of them offered the flexibility they needed. So they reached out to Information Builders and we helped them build a custom analytics portal and associated data mart that offers a well-rounded picture of the entire member base, including segments of members, individual members, and trends in activity.

Jason McDougal
Business Intelligence Manager

We didn’t want to get pigeonholed with a simple reporting tool that only works with our core banking data. WebFOCUS allowed us to create a cohesive platform that can access data from many ancillary systems – in a form that is highly accessible to the business community.

The Outcome

Now everyone, from executives to branch managers, has a 360-degree view of member transaction activities, which helps the company to better meet the needs of its members. The tool also helps the marketing team create targeted campaigns that are relevant to each member, rather than relying on generic, impersonal campaign messaging.