CO-OP Financial Services

First Tech Federal Credit Union Appoints Chief Experience Officer and Chief Marketing Officer

Retrieved on: 
Tuesday, December 6, 2022
First Tech Credit Union, Cisco Systems, Capital, CXO, CoreLogic, Agilent Technologies, HP Inc., Advertising, Digital product design, Capital One, B2C, Credit union, Intel, Hewlett Packard Enterprise, E-commerce, Equal housing lender, CMO, CO-OP Financial Services, Microsoft, Growth, Level Studios, Marketing, SAN, NCUA, ING Group, Organization, Management, Amazon, Intuit

SAN JOSE, Calif. and HILLSBORO, Ore., Dec. 6, 2022 /PRNewswire/ -- First Tech Federal Credit Union, the nation's eighth-largest credit union, announced two key executive leadership team appointments. Jason Heupel has assumed the new role of Chief Experience Officer (CXO), where he will lead all retail operations and drive strategy for enhancing the member experience. Brandon Hunt has been named Chief Marketing Officer (CMO) charged with promoting the brand and accelerating growth and member engagement. Heupel and Hunt will report directly to First Tech President and CEO Greg Mitchell.

Key Points: 
  • SAN JOSE, Calif. and HILLSBORO, Ore., Dec. 6, 2022 /PRNewswire/ -- First Tech Federal Credit Union , the nation's eighth-largest credit union, announced two key executive leadership team appointments.
  • Jason Heupel has assumed the new role of Chief Experience Officer (CXO), where he will lead all retail operations and drive strategy for enhancing the member experience.
  • Brandon Hunt has been named Chief Marketing Officer (CMO) charged with promoting the brand and accelerating growth and member engagement.
  • Prior to Nike, Hunt was chief marketing officer at Vesta Home and vice president of growth and digital marketing at e-commerce company The/Studio.

First Tech Federal Credit Union Uses Pega to Help Drive Efficiency Across Business Operations and Customer Experiences

Retrieved on: 
Tuesday, September 13, 2022
Hewlett Packard Enterprise, First Tech Credit Union, Salesforce, Intel, Software, HP Inc., Culture, Efficiency, Agilent Technologies, Cisco Systems, Organization, CO-OP Financial Services, CRM, Microsoft, Industry, Partnership, History, KYC, Automation, Technology, Case management, Solution, Architecture, Fraud, NASDAQ, Financial services, Nike, Marketing, Online shopping, Pega, Google, Intuit, Amazon

CAMBRIDGE, Mass., Sept. 13, 2022 /PRNewswire/ -- Pegasystems Inc. (NASDAQ: PEGA), the low-code platform provider that builds agility into the world's leading organizations, today announced First Tech Federal Credit Union (First Tech), the nation's ninth-largest credit union, deployed Pega Customer Service for Financial Services™ to help enhance member and employee experiences. The software enables First Tech to reduce manual processes, freeing employees to close cases quicker and spend more time helping members. 

Key Points: 
  • CAMBRIDGE, Mass., Sept. 13, 2022 /PRNewswire/ -- Pegasystems Inc. (NASDAQ: PEGA), the low-code platform provider that builds agility into the world's leading organizations, today announced First Tech Federal Credit Union (First Tech), the nation's ninth-largest credit union, deployed Pega Customer Service for Financial Services to help enhance member and employee experiences.
  • The software enables First Tech to reduce manual processes, freeing employees to close cases quicker and spend more time helping members.
  • First Tech previously used several platform vendors, including Salesforce, to drive their customer service experience.
  • First Tech Federal Credit Union is a $15+ billion institution headquartered in San Jose, California.

First Tech Federal Credit Union Selects Zebra Technologies to Digitize Banking Processes

Retrieved on: 
Monday, August 1, 2022
Data Management, Banking, Technology, Professional Services, Other Communications, Communications, Software, Artificial Intelligence, Fintech, Human Resources, Finance, Hewlett Packard Enterprise, Acquisition, First Tech Credit Union, View, Time, Bank, ZEBRA, Industry, Twitter, Intel, Solution, Compliance, World of McIntosh Experience Center, CO-OP Financial Services, Software, Workforce, Agilent Technologies, General manager, Nike, NASDAQ, Technology, Credit union, Zebra Technologies, Microsoft, Organization, Senior, Ecosystem, Patient, LinkedIn, Cisco Systems, HP Inc., Marvell Software Solutions Israel, Communication, Hewlett-Packard, Tata Business Support Services, AI, Tektronix, Management, Risk management, Intuit, Facebook, Amazon, Google

We chose Zebras Reflexis for Banking solution for its ease of use and ability to improve compliance within our Experience Centers, said Holly Hoekman, Director, Training & Optimization at First Tech Federal Credit Union.

Key Points: 
  • We chose Zebras Reflexis for Banking solution for its ease of use and ability to improve compliance within our Experience Centers, said Holly Hoekman, Director, Training & Optimization at First Tech Federal Credit Union.
  • Reflexis for Banking will help First Tech Federal Credit Union streamline branch operations processes to elevate the customer experience, enhance controls, deliver operational efficiency and improve employee satisfaction.
  • First Tech Federal Credit Union selected Zebras Reflexis for Banking software solution to improve compliance, employee engagement and customer service within their Experience Centers.
  • First Tech Federal Credit Union will use Reflexis for Banking to automate branch audit processes and task management, enhance communications and elevate the customer experience.

First Tech Federal Credit Union Raises more than $1.6 million to Support Children’s Hospitals

Retrieved on: 
Friday, July 29, 2022
Finance, Children, Hospitals, Banking, Professional Services, Philanthropy, Health, Fund Raising, Consumer, People, Literacy, Partnership, Safety, Multimedia, Future, PSCU, Cisco Systems, Strategic partnership, UCSF Benioff Children's Hospital, Food, Education, Research, Standard, University of California, Davis, Credit union, Kid, Hospital, Hewlett Packard Enterprise, Visa, Industry, CEO, First Tech Credit Union, Health, STEM, PeaceHealth Sacred Heart Medical Center University District, UC, CMN, Organization, Riverbend, Technology Credit Union, Awareness, Hotel manager, Community engagement, CO-OP Financial Services, CUNA Mutual Group, Mastercard, Agilent Technologies, Nike, Assistant, Microsoft, Classic, HP Inc., II, Intel, Bank, Health insurance, Child, GTE Northwest Classic, Amazon, Development, Intuit, Fiserv, Google

The Credit Unions for Kids campaign embodies the value we place on supporting our community and reflects the guiding principle of our people helping people, said Greg Mitchell, First Tech Federal Credit Union President and CEO.

Key Points: 
  • The Credit Unions for Kids campaign embodies the value we place on supporting our community and reflects the guiding principle of our people helping people, said Greg Mitchell, First Tech Federal Credit Union President and CEO.
  • For more information on First Techs community focus and support of Credit Unions for Kids, visit https://www.firsttechfed.com/discover/community-commitment
    First Tech Federal Credit Union is committed to supporting the next generation of leaders, thinkers and innovators.
  • Childrens Miracle Network Hospitals raises funds and awareness for 170 member hospitals that provide 32 million treatments each year to kids across the U.S. and Canada.
  • First Tech Federal Credit Union is a $15+ billion institution headquartered in San Jose, California.

Sunsetted Mobile Platform Leads to Digital Overhaul at Tacoma Longshoremen Credit Union

Retrieved on: 
Tuesday, April 19, 2022
CEO, Technology, ESP, CO-OP Financial Services, Communication, Sprig, Bank

The credit union got along fine using an online banking system provided by its ESP core processor and Co-op's Sprig mobile system.

Key Points: 
  • The credit union got along fine using an online banking system provided by its ESP core processor and Co-op's Sprig mobile system.
  • However, with Sprig being sunsetted at the end of this month, CEO Mark Merriman knows it's time for a change.
  • But even more important than that, Tyfone has made its system scalable so that even a credit union of our size can afford it."
  • "Smaller institutions play an important role in our communities, so we're very pleased that we're able to bring a great member experience to Tacoma Longshoremen Credit Union."

CO-OP Financial Services Rebrands as Co-op Solutions

Retrieved on: 
Sunday, February 27, 2022
Software, Finance, Marketing, Banking, Communications, Professional Services, Technology, Other Technology, Partnership, Movement, Growth, CO-OP Financial Services, ATM, Cooperative, CUNA, Solution, Conference, Ecosystem, Technology, Knowledge, GAC, Video game, Bank

CO-OP Financial Services is now Co-op Solutions, the company announced today at the CUNA Governmental Affairs Conference (GAC).

Key Points: 
  • CO-OP Financial Services is now Co-op Solutions, the company announced today at the CUNA Governmental Affairs Conference (GAC).
  • Over the last few years we have aggressively invested in the company to produce a payments and financial technology platform for credit unions and their members, bringing us to a rebranding as Co-op Solutions, said Todd Clark, President/CEO of Co-op Solutions.
  • Co-op is an essential strategic partner committed to the success and growth of the credit union movement, and a provider of innovative solutions ensuring our clients offer their members leading-edge technology and services.
  • The refreshed brand reflects our transformation into the partner dedicated to helping our clients become their members primary financial relationship.

Splash Financial Experiences Record Growth as Consumer Demand for Student Loan Refinancing Surges

Retrieved on: 
Wednesday, February 23, 2022
Citibank, Financial technology, Eye, First Tech Credit Union, GLOBE, Partnership, Cisco Systems, Hewlett Packard Enterprise, Growth, Capital Impact Partners, CO-OP, Bethpage Federal Credit Union, HP Inc., Family, CFO, NCUA, Industry, Gen, Human resource management, VP, Nike, Acquisition, CO-OP Financial Services, Generation Z, ATM, Credit union, Agilent Technologies, Glass, Goal, DST Global, CEO, APR, Intel, Microsoft, Small, Bank, Google, Splash, Intuit, Amazon

With the financial uncertainty caused by the pandemic and interest rates at historic lows, Splashs innovative lending technology was uniquely suited to address growing consumer demand.

Key Points: 
  • With the financial uncertainty caused by the pandemic and interest rates at historic lows, Splashs innovative lending technology was uniquely suited to address growing consumer demand.
  • Since 2012, student loan rates have been as high as 7.90%, depending on the education level, loan type, and when the loan was obtained.
  • Of all the milestones Splash has achieved this past year, the most meaningful is that were truly helping people affected by the student loan debt crisis, said Steven Muszynski, founder and CEO of Splash Financial.
  • We strive to provide our members with personalized financial services and flexible loan refinancing options for a variety of situations.

Rockbridge Growth Equity Acquires Stake in Marquis Software Solutions

Retrieved on: 
Tuesday, November 30, 2021
Carvana, CEO, Partner (business rank), Technology, Quicken Loans, Digital media, Partnership, HMDA, Marketing, KinderCare Learning Centers, Consumer service, TurboTax, Solution, CRA, CO-OP Financial Services, CRM, Financial services, Software, TracFone Wireless, View, Family, Investment, Rocket, CUNA Mutual Group, H&R Block, Xfinity, HR, CUSG, Company, Multimedia, CU, Growth, Intuit

DETROIT, Nov. 30, 2021 /PRNewswire/ --Rockbridge Growth Equity, a Detroit-based private equity firm, today announced it has acquired Marquis Software Solutions from Falfurrias Capital Partners.

Key Points: 
  • DETROIT, Nov. 30, 2021 /PRNewswire/ --Rockbridge Growth Equity, a Detroit-based private equity firm, today announced it has acquired Marquis Software Solutions from Falfurrias Capital Partners.
  • Rockbridge Growth Equity is committed to helping exceptional companies accelerate growth and build long-term, sustainable value for its stakeholders.
  • Since 2007, Rockbridge has built a track record of assisting both new and established businesses in navigating their next growth stage.
  • Rockbridge is the ideal new partner to help Marquis realize its growth potential because of its industry expertise and relationship with the Rock Ventures Family of Companies.

50/50 Women on Boards™ Applauds its Global Conversation on Board Diversity™ Sponsors for Driving the Movement for Gender Balance and Diversity on Corporate Boards

Retrieved on: 
Tuesday, November 23, 2021
Benchmark, AT, Company, Mastercard, Woman, Howmet Aerospace, Global Conversations, Chevron Corporation, State, P.C, Ally Financial, Parity, MFS Investment Management, McKinsey & Company, AT&T, Russell, AIG, II-VI Incorporated, CEO, Progressive Corporation, Movement, LLP, Bank of America, Oncor Electric Delivery, Ashtead Group, Capital Group Companies, AMN, CO-OP Financial Services, Research, Unisys, BlackRock, State Street Corporation, City National Bank, Krispy Kreme, JPMorgan Chase, Marathon Oil, Education, Citigroup, Twitter, Norfolk Southern Railway, Multimedia, African Women on Board, Bank, Ansys, KPMG, Awareness, City, CWT, Directory, Color, McKesson Corporation, Cooper Group, Management, Toy

LOS ANGELES, Nov. 23, 2021 /PRNewswire/ -- 50/50 Women on Boards (50/50WOB), the leading non-profit education and advocacy campaign driving the movement toward gender balance and diversity on corporate boards held The Global Conversation on Board Diversity on Nov. 3, 2021.

Key Points: 
  • LOS ANGELES, Nov. 23, 2021 /PRNewswire/ -- 50/50 Women on Boards (50/50WOB), the leading non-profit education and advocacy campaign driving the movement toward gender balance and diversity on corporate boards held The Global Conversation on Board Diversity on Nov. 3, 2021.
  • To drive awareness and advance the movement towards gender parity on boards, nearly 250 sponsors partnered with 50/50 Women on Boards.
  • 50/50 Women on Boards (50/50WOB), a nonprofit 501(c)3, is a leading education and advocacy campaign driving the movement toward gender balance and diversity on corporate boards.
  • The campaign publishes its 50/50 Women on Boards Gender Diversity Index directory and research reports to track the gender composition of corporate boards on the Russell 3000 by board size, state, sector, and rating.

Guidehouse Strengthens Fraud Risk Mitigation Capabilities Adding Industry Veteran, Ajay Guru

Retrieved on: 
Wednesday, October 20, 2021
Government, FS, Compliance, Technology, Growth, Veritas Capital, Program, Head, Travel, Ajay, Petroleum, CO-OP Financial Services, Efficiency, Public sector, Fraud, Environment, Financial services, Audit, Online shopping

To help clients meet these challenges head-on, Guidehouse is thrilled to welcome Ajay Guru, expanding our ability to deliver world-class fraud risk and compliance solutions.

Key Points: 
  • To help clients meet these challenges head-on, Guidehouse is thrilled to welcome Ajay Guru, expanding our ability to deliver world-class fraud risk and compliance solutions.
  • Prior to joining Guidehouse, Ajay served as a senior vice president at CO-OP Financial Services, where he led the fraud product group in payments technology.
  • He has extensive experience in managing end-to-end global fraud programs, building scalable payments and fraud products, and identifying opportunities to increase fraud process efficiency.
  • Guidehouse is a leading global provider of consulting services to the public sector and commercial markets, with broad management, technology, and risk consulting capabilities.