Vision Credit Union

7 BUSINESS VIEW MAGAZINE VOLUME 10, ISSUE 3 The number of products and level of services offered to members would not be possible without important partners. Ivy Design has collaborated with Vision Credit Union to produce its “real people, real results” campaign. Celero Systems is Vision’s IT and account security partner and Third Stream provides account origination support. CUSource is a third-party training partner while Aviso Wealth Management offers financial services support. Hautzinger says that Vision will continue to consider other partners as needed whenever the need arises. Vision Credit Union has many initiatives for 2023 and beyond, according to Hautzinger. One is that it will continue to invest in digital transformation with online features. One of its goals with that effort is to become “paper light,” highlighting the use of fewer printed materials. Management also wants to increase its use of in-house training and employee development programs, and to empower team members with career and goal advice. This means the incorporation of employee maps, which can create a path for team members to get promoted from within. Vision Credit Union also has, and will continue to make, capital investments to improve its branches, with renovations and modifications to modernize and streamline. Management also continues to finalize its merger with Encompass Credit Union, which was first announced in June 2022 and transitioned on November 1. Before the merger Encompass served approximately 8,800 members with an employee base of 65 full-time equivalents. As of fiscal year-end 2021, Encompass had approximately $540 million in assets with branches in the communities of Wainwright, Irma, Hardisty, Hughenden, Edgerton, and an Agency in Consort. Three of its branches were part-time, and Vision changed those to full-time and full-service branches following the merger. PREFERRED VENDOR/PARTNER n thirdstream www.thirdstream.ca Vision Credit Union deployed thirdstream’s online retail account onboarding platform in 2020, building on the thirdstream in-branch member experience introduced in 2017. Prospective members can open accounts remotely without staff interaction, and thirdstream’s identity verification ecosystem approves applications in under five minutes. The cloud-based platform integrates with the credit union’s core processing systems, providing a real-time experience for consumers, while streamlining employee workflows. This approach has contributed to thirdstream’s growth among financial institutions across the country, with a remote deployment capability delivering solutions in weeks. n Prosci Inc. www.prosci.com Prosci is a global leader in change management. We work with organizations around the world to achieve change success and develop change capabilities throughout your team. Through our research-based, easy-to-use tools and methodologies we offer advisory services and training which will support your change needs. To learn more, visit Prosci.com.