2022 Retrospective: Connecting People With Solutions

It’s always been about your members. At the heart of everything Synergent does, every solution we provide, and every product we roll out, it is about ensuring your members have a positive, modern, seamless experience at your credit union.

This is accomplished by ensuring your credit union and your staff have the tools they need to provide exemplary member experiences. The financial ecosystem is a collective set of tools that encompass so many others. It is a web of integrated solutions that are meant to work together to lighten your staff’s day-to-day workload, but also to provide the essential services your credit union members expect.

Education and networking are other critical tools. Utilizing the right solutions is crucial. Equally important, is knowing what solutions are available, how they work, how to use them in a way that maximizes your return on investment, and who you can reach out to with questions.

Helping Credit Unions Stay Ahead of the Curve

This year, as the world reopened its doors, we were able to gather in-person once again for the annual Synergent Connect Conference. The event took place at the Samoset Resort in Rockport, Maine, and was bigger than ever before, taking place over two jam-packed days. Lee Wetherington of Jack Henry™ was the keynote speaker and presented on both the threats and opportunities of financial fragmentation. We also heard from experts in cryptocurrency, strategy, employee retention, leadership, and digital card services.

To stay ahead of the curve, numerous products were launched this year by our product development team in partnership with major industry leaders, such as Fiserv, Jack Henry™, Banno, and Access Softek. Faster Payments was an area of significant focus, connecting credit unions with RTP, Zelle™, and PayCenter. Other key launches included Instant Issuance, Integrated In-House Credit Card, CardHub, MoneyPass, and Member Asset Verification with Accuity. Enhancements also were made to My Synergent, the portal credit unions use for service and to access resources, as well as to the XAccount Change Form and in the Pay with Points addition to uChoose Rewards.

Regardless of the division(s) a solution covers—core, marketing, payments, or technology—one of our top priorities continues to be keeping credit unions informed of what has been released and what is on the horizon. We accomplished this with quarterly product roadmap updates. Webinars were held to discuss roadmap initiatives, and recordings of the webinars were housed in My Synergent. The roadmap is readily accessible to credit unions at any time for review.

Proudly Supporting Your Team

Taking it a step beyond product offerings, Synergent assisted credit unions in communicating with their members about the products and services available to them. Campaigns on perennial topics such as onboarding, reboarding, skip-a-pay, credit cards, HELOCs, and mortgages were completed by the award-winning Marketing Services team, who took home six CUNA Diamond Awards and five Marketing Association of Credit Unions’ MAC Awards that honored their work. They also launched Creative Strategies, a successful series of interactive digital publications covering topics such as digital wallets, debt assistance, vehicle lending, and home lending.

Everything Synergent does is with you and your members in mind. Together, we are in the People Helping People industry and are proud to be an extension of your team. Whether for products, services, education, strategy, or consulting—no matter the solution—Synergent is here to help.