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Nintex and SAFE Credit Union Success

Financial Institutions Leverage Nintex

Financial Services Challenges

Changing customer expectations

Legacy IT architecture issues

Emerging competition

Regulatory burdens

Digital Transformation is Critical with the Financial Services Sector

1 McKinsey & Company, The Transformative Power of Automation in Banking2 BCG: Global Corporate Banking 2018—Unlocking Success Through Digital

1-in-4 bank processes expected to be handled by automation1

% of global banking executives who believe their infrastructure complexity hinders digital interactions with customers2

86%

Lixa Anderson, SAFE Credit Union

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Today’s Objectives

1. Review SAFE Success Stories2. Internal Expense Reimbursements revamped (2016)3. Member Product Referrals (2017)4. Internal Application User Audit (2016 – current)5. Future

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SAFE Credit UnionSAFE Mission – Ensure a financially sound credit union; Help member’s improve their financial well-being; Provide exceptional member service

SAFE Brand Promise - We promise to deliver exceptional services, best solutions and professional experts to help our members enjoy life

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Areas of OpportunityExpense

Reimbursements

• Excel Spreadsheet

• Manual Process

• Lacking Digital

• Lacking Analytics

Member Referrals

• Lacking Integrations

• Lacking Analytics

• Complex Incentive Processing

Application Audits

• Annual Review

• Cumbersome

• Lacking Analytics

Much More

• Project Management

• Enterprise Applications

• Change Advisory Board

Optimize AnalyticsPrioritize Initiatives

Continuous Process

Improvement

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Legacy Form• Four sections:

Corporate Cards Out of Pocket Mileage Summary• Paper attachments stapled to report• Wet signature required for leadership approval

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New Expense Experience

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Expense Partial Workflow

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Expense Integrations

Data Warehouse eStatements

Digital Attachments Payments

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Analytics – Batch Reporting

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Analytics – AP Dashboard

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Analytics – AP Dashboard

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Analytics – Queues

1. Expense Report Audit by Report #2. Leadership Queue (Mgr, VP, Sr. Exec, Board, AP)

The Manager’s Queue lets you see which reports are waiting to be reviewed by which manager and when reports were submitted.

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Analytics – Employee History

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Member Referrals

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Wealth Member Referrals

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Internal Application Audits

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Internal Application Audits

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Internal Application Audits

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YTD Go-Live Schedule

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Nintex Workflow Differentiator

1. Friendly User Interface2. Integration Connectors 3. Vs. net workflows requires development resources and are

expensive4. Complex logic, rapidly changing workflows5. Additional workflow action options (200)6. Configurations easier to create/maintain

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2019 and Beyond

1. Mobile Apps2. DocGen (Salesforce) 3. Hawkeye Analytics4. S.W.A.T. initiative5. O365

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Thank you