Arbor Financial Credit Union 通过准确的报告提高效率
适用行业
- 设备与机械
- 金融与保险
服务
- 培训
关于客户
Arbor Financial Credit Union 成立于 1935 年，为密歇根州西南部的个人和企业提供全方位的金融产品和服务。该信用合作社拥有超过 4.65 亿美元的资产，为超过 37,000 名会员提供服务。 Arbor Financial 总部位于密歇根州卡拉马祖，在当地设有七家分支机构。它还在全国拥有超过35,000台免费ATM机网络，为会员提供本地服务和全国范围内的便利。
挑战
Arbor Financial Credit Union 是一家拥有超过 4.65 亿美元资产和超过 37,000 名会员的金融机构，其会计部门正在努力应对对账报告的挑战。他们需要协调的数据来自不同的来源，包括 PDF 和文本文件，他们需要一个可以提取和混合这些信息以用于报告目的的工具。导致 Arbor Financial 重新评估其处境的战略意义是需要提高效率和质量，节省时间。他们迫切需要一种能够每天准确无误地提取数千份对账报告的解决方案，而这对于他们现有的系统来说几乎是不可能完成的任务。
解决方案
Arbor Financial 的核心流程供应商 Fiserv 推荐使用 Altair® Monarch® 来满足其数据准备需求。 Arbor Financial 的会计部门现在每天至少使用 Monarch 处理 30 个不同的项目。该软件允许他们通过从多个来源（例如 PDF 和文本文件）提取数据，将数据混合到 Monarch 中，然后只需几个简单的步骤将其导出到 Excel 中，从而减少柜员交易错误。然后创建这些报告并提交给管理层，管理层利用准确的数据做出更好的业务决策。该软件的实施非常简单，由于其用户友好的界面，Arbor Financial 很快就学会了该工具。他们还利用可用资源进行支持，包括 Altair 社区、提供教程和技巧的在线门户以及专业服务团队。因此，正式培训是没有必要的。
运营影响
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