the green room | customer story

TruMark Financial Credit Union

Credit unions have a mandate to be careful stewards of members’ money. But TruMark Financial realized their members needed the functionality NCR could provide. The result: exciting functionality and improved member retention.

"We have a great relationship with NCR. They know how to deliver what we need."

 
- TruMark Financial Credit Union
What they needed

Better accessibility in their mobile channel, with the innovative convenient features members wanted.

Since its founding in 1939 by a handful of Bell Telephone Company of Pennsylvania employees, TruMark Financial Credit Union has grown to be a leader in the credit union industry, providing savings, transaction services, and credit services to its members in the Southeastern Pennsylvania counties of Bucks, Chester, Delaware, Montgomery and Philadelphia. As a non-profit, they focus on returning profits to members through competitive rates, higher investment returns and fewer fees.

TruMark Financial was in need of a more modern platform that offered members the online banking experience and tools expected today. TruMark Financial aims to offer better, if not the best financial products and services in the competitive Philadelphia market. 

What we delivered

Enhanced mobile functionality for a consistent experience with an integrated platform.

TruMark Financial knew they needed a stable partner that could help enable them to offer a consistent member experience from one channel to another - including their new business banking services. A partner that could keep them up to speed on innovations in digital banking and collaborate with them on new services for members. 

TruMark Financial chose NCR because we offered them the functionality members demanded. They saw NCR could help them create a consistent experience with an integrated platform, including a payments hub. NCR also offers a roadmap with innovative solutions, fintech partnerships, and on-site project management for the onboarding process.

What happened next?

TruMark Financial won with its members through a better, more innovative, more consistent mobile experience.

As a result of NCR's partnership, TruMark Financial can now offer members a more consistent mobile experience for greater member retention helping them realize their goal of being the #1 credit union in the Philadelphia area. Now they can offer their members chat bots, online account opening, digital receipts and other innovations.