United States

RSM Helps Credit Union Save $1 Million Through Improved Operational


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Our client is a growing credit union in northwest California, with $700 million in assets. Through more than 60 years of successful operations, the credit union has expanded to eight branches, and its depth of services are steadily growing to meet the needs of over 75,000 members.

High transaction volumes in branch offices led the credit union to look for ways to improve efficiencies and reduce per-transaction costs. The institution’s assets have grown steadily in recent years; however, operating expenses as a percentage of assets exceeded those of its peers. Management sought to improve financial performance by enhancing transaction efficiency—enabling the credit union to grow membership, income and assets while managing expenses.

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