FORUM Credit Union: $11K in Monthly Risk Reduced + 1,700 Hours Saved with Trintech

Discover how FORUM Credit Union transformed its accounting operations with the power of Trintech automation. In this conversation, Jim Catanzarite, Vice President of Accounting at FORUM Credit Union, shares how his team went from managing high-volume, highly regulated manual processes to saving over 1,700 hours every month through automated reconciliation and machine-driven matching.

Jim breaks down the measurable ROI his team has achieved, including more than $11,500 in monthly value tied directly to reduced compliance and transactional risk. With cleaner reconciliations, item-level matching, and audit-ready reporting, FORUM has strengthened its controls while eliminating costly errors and outdated tools.

This video also explores how Trintech has improved visibility for executives, supported succession planning, and elevated the role of accounting professionals within the organization. By removing time-consuming manual work, the team can now focus on strategic analysis and higher-value responsibilities.

One of the most meaningful outcomes? Work-life balance. With nearly 90% of the balance sheet automated, the entire team leaves at 4:30 p.m.—no late nights, no spreadsheet marathons, just efficient, accurate work completed on time.

Watch the full discussion to learn how automation can transform your financial operations.

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Видео FORUM Credit Union: $11K in Monthly Risk Reduced + 1,700 Hours Saved with Trintech канала Trintech