Like many credit unions, Envista recently faced the need to streamline and centralize its compliance processes. With 10 branches spanning across Topeka, Hutchinson, and Lawrence, the credit union made a strategic switch from a state to a federal charter, reflecting its growth ambitions. To support this transition, they turned to Abrigo BAM+ software, aiming to improve efficiency, consistency, and regulatory compliance across operations.
The challenges of siloed, manual processes
Prior to implementing Abrigo BAM+, Envista managed its compliance and reporting manually, creating operational inefficiencies and inconsistencies across branches. Jennifer Vance, the AVP of Compliance and Risk Management, recalled that everything was done manually in her department before adopting BAM+. Branch staff would contact Vance and her team via email or spreadsheet, and they had to dig through accounts to research issues and report suspicious activity. This manual process placed a heavy burden on the branches, taking away from time that could be better spent serving members.
