Challenge
A leading credit union needed to modernize its digital banking experience to streamline operations across dozens of branches, prevent fraud, and address growing expectations and threats. With 99% of transactions occurring in person, the company needed to shift from legacy systems to a secure, seamless mobile-first experience.
Solution
We implemented a centralized identity foundation using the leading IAM platform Auth0, with a focus on several key initiatives including:
A Secure Total Experience
Seamless SSO unifying digital and in-person services around a single identity
Managed Identity Services
Augmenting in-house capabilities with specialized Okta expertise and ongoing support
Fraud Prevention
Modern authentication and threat mitigation to strengthen cybersecurity
Change Management
Accelerating user adoption with accessible solutions, support, and education
Impact
With its new digital identity program, the company has evolved into a modern financial institution with all the charm of a family-run business. Members and leadership are able to enjoy a secure, frictionless mobile banking experience with comprehensive fraud prevention measures all in one place.
Enhanced Trust and Engagement
Frictionless experiences to boost customer and employee satisfaction
Stronger Security Posture
A robust, compliant identity foundation to reduce fraud risks
Future-Proof Digital Environment
Modern Okta infrastructure to support advanced applications and rigorous compliance requirements
Cost Savings
Improved operational efficiency and managed support for internal teams
