Our Work

Truwest CU

Custom Apex Integration Opens Doors To Open-Plan Branch

The Details

Project Type: Core Integration

Project Size: Network-Wide

# of Branches: 14

# of Machines: 26

The Story

With a beautiful, open-plan branch in the works, TruWest wanted to be able to incorporate new technology that allowed centralized use of cash automation equipment. They invested in cash recyclers. The folks at TruWest were excited. They had a beautiful, new branch in the works that was everything they hoped for to better serve their members. Everything seemed to be going along smoothly…until IT discovered its hardware legacy integration couldn’t support recyclers. In fact, it could only support dispensers—and a limited amount at that.

They were being held back from using new cash recycler technology because a legacy hardware integration only worked with cash dispenser machines.

While working with DBSI, CFM’s design-build partner, TruWest discovered the possibility of building a custom integration with XP2 to integrate all cash automation technology into the core. That’s when they reached out.

The Results

Through the flexible Apex interface provided by Fiserv, CFM was able to build an interface that gave TruWest the integration it needed, with a thinner footprint that eliminated workstation-based solutions, plus the ability for centralized use of cash automation equipment and analytics to run the machines smarter!

The analytics tool, called iQ, gives TruWest important information to ensure that cash machines are in use and being used effectively. iQ also is the “eye in the sky” for TruWest when it comes to hardware issues and maintenance. With iQ, TruWest is now proactively warned when service is needed, including preventative maintenance based on actual use.

With the CFM integration and RTA, TruWest even deployed a recycler in the lobby of the new branch for all platform associates to use. They love it! Associates can now sit with a member and help them with whatever they need. When it comes time to perform transactions involving cash, the associates simply queue it up at their workstations and enter a simple pin at the machine closest to them to process the transaction. No more machines being tied to the associates sitting next to it.