North Shore Credit Union Effectively Uses Member Information to Quadruple Assets and Redefine the Banking Experience

North Shore Credit Union wanted to shift focus from being a typical high-volume transactional financial institution to a full-service financial advisor that helps members save for the future, build their portfolios and grow their businesses. An enterprise content management initiative that optimizes content-based processes so customer service representatives can spend more time advising members and less time filling out forms was deployed.