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With over $1.9 billion in assets, On Point Community Credit Union is the largest credit union in Oregon. Established in 1932 to serve the employees of schools and nonprofit educational organizations, the Credit Union has since expanded its service to include immediate family members, students, alumni, volunteers and retirees of organizations approved for membership. As membership expanded, it was evident that On Point required a new financial accounting solution that would allow them to improve efficiency, particularly in the budgeting process which was still primarily done using Excel spreadsheets. On Point evaluated several different accounting software solutions, and quickly determined that Epicor for Financial Services would meet their needs most effectively.
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