ON DEMAND WEBINAR
Duration: 36 minutes​

Forum Credit Union didn’t just automate its reconciliation process—it measured the transformation and built a model to demonstrate its value to the business.

Moving beyond manual, Excel-based workflows, Forum implemented automated, daily, detail-level matching across its balance sheet. Today, nearly 100% of reconciliations run on a single platform. The ROI model Forum built with Trintech quantified the impact: more than 1,700 hours saved each month, measurable reductions in audit risk and write-offs, and the capacity to support nearly $500M in asset growth—without adding headcount. In this webinar, you’ll learn

• How Forum moved from spreadsheet-based reconciliations to automated, daily, detail-level matching across the organization
• A step-by-step approach to building an ROI model that quantifies time savings, matching efficiency, and risk reduction
• How automation helped support nearly $500M in asset growth without additional headcount—and what a similar model could look like for your organization

This session is for finance leaders ready to make the case for automation investment—or expand on what they’ve already built. See how Forum Credit Union brought its entire balance sheet onto Trintech’s Frontier platform.

SPEAKERS

Jim Catanzarite
VP Accounting, Forum Credit Union

Dameon Goode
Customer Success Manager, Trintech