CUs Sign on for Financial Literacy & Content Management Programs

A fintech company collaborated with credit unions to distribute a financial literacy app to young people; and a Laserfiche enterprise content management solution provider announced a cluster of credit union signings.

Durham, N.C.-based fintech company Zogo, partnered with 11 financial institutions to distribute its award-winning financial literacy app. Founded by a group of GenZ entrepreneurs from Duke University, the Zogo app guides teens through 300-plus bite-sized educational modules that cover the national standards for financial literacy. As teens complete modules, they accumulate points redeemablefor gift cards.

“Growing up, we didn’t have good experiences learning about personal finance,” Bolun Li, CEO and co-founder of Zogo said. “With Zogo, we wanted to create a financial education experience our peers would actually use. We are excited to partner with community focused financial institutions to bring this vision to life.”

Among the financial institutions implementing the app are nine credit unions: CommunityWide Federal Credit Union ($451 million, South Bend, Ind.), Pyramid Federal Credit Union ($168 million, Tucson, Ariz.), MassMutual Federal Credit Union ($251 million, Springfield, Mass.) Magnolia Federal Credit Union ($127 million, Jackson. Miss.), Southern Chautauqua Federal Credit Union ($87 million, Lakewood, N.Y.), Diamond Credit Union ($670 million, Pottstown, Pa.), North Star Community Credit Union ($308 million, Maddock, N.D.), Pen Air Federal Credit Union ($1.5 billion, Pensacola, Fla.), and RelyOn Credit Union ($63 million, Dallas).

Salt Lake City-based Millennial Vision Inc., a Laserfiche Solution Provider of Enterprise Content Management Solutions in the financial marketspace, announced the signing of eight new credit union customers that have chosen its Laserfiche Enterprise Content Management Solution and MVi’s credit union specific integrations for their operations.

They include: Hawaii USA Federal Credit Union ($1.7 billion; Honolulu), Jacksonville Firemen’s Credit Union ($340 million; Jacksonville, Fla.), Westmark Credit Union ($800 million; Idaho Falls, Idaho), Strata Federal Credit Union ($263 million; Bakersfield, Calif.), Pacific Postal Credit Union ($220 million; San Jose, Calif.), Georgetown Kraft Credit Union ($110 million; Georgetown, S.C.),  Southwest 66 Credit Union ($84 million; Odessa, Texas), Greater Eastern Credit Union ($52 million; Johnson City, Tenn.)

MVi also announced the company is now a VIP with Jack Henry’s Symitar Episys SymXchange platform. “MVi provides our Symitar customers with the deep expertise and innovations that make Digital Transformation a reality for customers,” Bill Poulter, CEO of Millennial Vision Inc. said.

The SymExchange platform gives MVi the ability to deepen integrations with ECM solutions that Laserfiche offers and provide Symitar customers with the ability to pull from and write back data into many of the Episys database through the use of enhanced Workflows and Business Process automation – not only with Episys but with other Enterprise Applications within the credit union, as well.

Poulter added recent SymExchange integrations offered include the ability to 0provide interactive email updates via MVi’s Wacom Sig Pad integrations, as well as updating members driver’s license information through its Hotkey program. Additionally, MVi offers a complete Pre-Scan Teller Check 21 Solution allowing member checks to be scanned and checked for fraud, if desired, and then directly uploaded into the Episys Quest Teller platform, saving the teller from hand-keying in the checks.

“There are also many more integrations currently in place and in development for the future including the ability to leverage the Episys Database within the built-in Laserfiche forms applications platform,” Poulter added.