{"id":48277,"date":"2025-12-17T22:04:34","date_gmt":"2025-12-17T22:04:34","guid":{"rendered":"https:\/\/www.trintech.com\/?post_type=case-study&#038;p=48277"},"modified":"2026-02-02T17:38:40","modified_gmt":"2026-02-02T17:38:40","slug":"forum-credit-union-qa","status":"publish","type":"case-study","link":"https:\/\/www.trintech.com\/case-study\/forum-credit-union-qa\/","title":{"rendered":"A Conversation with FORUM Credit Union: Automation with Trintech Saves 1,700 Hours and Thousands of Dollars Every Month"},"content":{"rendered":"<div  class=\"resource-hero-block alignfull\" >\n\t<div class=\"maybe-wrapper\">\n        <div class=\"hero-top\">\n            <div class=\"hero-title\">\n                <h1>A Conversation with FORUM Credit Union: Automation with Trintech Saves 1,700 Hours and Thousands of Dollars Every Month<\/h1>\n                <p class=\"type\">Case Study<\/p>\n                            <\/div>\n            <div class=\"hero-share\">\n                <h2>Share<\/h2>\n                <div class=\"socials\">\n  <a class=\"email\" href=\"mailto:?subject=A+Conversation+with+FORUM+Credit+Union%3A+Automation+with+Trintech+Saves+1%2C700+Hours+and+Thousands+of+Dollars+Every+Month&#038;body=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fforum-credit-union-qa%2F\">\n    <span class=\"screen-reader-text\">Email<\/span><span class=\"icon icon-mail\"><\/span>\n  <\/a>\n  <a href=\"https:\/\/twitter.com\/intent\/tweet?url=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fforum-credit-union-qa%2F\" target=\"_blank\"><span class=\"screen-reader-text\">Twitter<\/span><span class=\"icon icon-x\"><\/span><\/a>\n  <a href=\"https:\/\/www.facebook.com\/sharer.php?u=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fforum-credit-union-qa%2F\" target=\"_blank\"><span class=\"screen-reader-text\">Facebook<\/span><span class=\"icon icon-facebook\"><\/span><\/a>\n  <a href=\"https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fforum-credit-union-qa%2F\" target=\"_blank\"><span class=\"screen-reader-text\">Linkedin<\/span><span class=\"icon icon-linkedin\"><\/span><\/a>\n<\/div>            <\/div>\n        <\/div>\n\n        \n\t<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-wrapper\"><iframe loading=\"lazy\" title=\"FORUM Credit Union: $11K in Monthly Risk Reduced + 1,700 Hours Saved with Trintech\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/vb8PlN_c3gY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p><em><em>We caught up with Jim Catanzarite, Vice President of Accounting at FORUM Credit Union, and Dameon Goode, Customer Success Manager at Trintech, to listen in on a candid conversation about FORUM Credit Union\u2019s journey from unmanageable regulatory risk to saving both time and money with Trintech.<\/em><\/em><\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-9ee50a543c715c02b3896baf7ae5d4db\">Before Trintech: <strong>A High-Volume, Highly Regulated Environment Needing Scalability and Accuracy<\/strong><\/h2>\n\n\n\n<p><strong>Dameon: Jim, could you introduce yourself and share a bit about FORUM Credit Union\u2019s background with Trintech?<\/strong><\/p>\n\n\n\n<p><strong>Jim:<\/strong> I\u2019m Jim Catanzarite, Vice President of Accounting at FORUM Credit Union. We\u2019ve been using Trintech for about seven years. We operate in a highly regulated environment, which makes accuracy, transparency, and efficiency essential. Before we began leveraging automation, manual processes posed risk\u2014especially as our transaction volumes grew and regulations tightened.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-ac2b774c295096dce1eeb03c3a360c23\"><strong>Quantifying Automation ROI: 1,700 Hours Saved Every Month<\/strong><\/h2>\n\n\n\n<p><strong>Dameon: Earlier this year, we delivered an ROI analysis for your team. What stood out to you during that presentation?<\/strong><\/p>\n\n\n\n<p><strong>Jim:<\/strong> Hearing that Trintech was delivering <strong>1,700 hours per month<\/strong> of automation value was huge.<\/p>\n\n\n\n<p>It confirmed what we already believed\u2014that the software was helping us avoid expanding our team, eliminating manual work, and drastically reducing human error through machine matching. Having that validated and quantified was a major moment for us and for our executive team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Reducing Compliance &amp; Transactional Risk: $11,500+ in Monthly Value<\/strong><\/h2>\n\n\n\n<p><strong>Dameon: Beyond automation, we also reviewed risk mitigation. What was your reaction to those findings?<\/strong><\/p>\n\n\n\n<p><strong>Jim:<\/strong> That part was eye-opening. You helped quantify two major types of risk:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Compliance and regulatory risk reduction:<\/strong> About <strong>$4,500 per month<\/strong><\/li>\n\n\n\n<li><strong>Transactional error risk reduction:<\/strong> About <strong>$7,000 per month<\/strong><\/li>\n<\/ul>\n\n\n\n<p>For a credit union, that\u2019s a big deal. Clean reconciliations, item-level matching, and the ability to provide auditors with complete, accurate reports dramatically lowers the likelihood of costly findings. And if you\u2019ve ever dealt with outages from balance-to-balance reconciling, you know how valuable item-level matching truly is. Trintech helps us find issues quickly and precisely.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-0defa9ff9aacceecf726ddb54c4e7793\"><strong>Executive-Level Visibility &amp; Organizational Buy-In<\/strong><\/h2>\n\n\n\n<p><strong>Dameon: How have these findings helped you advocate for Trintech internally?<\/strong><\/p>\n\n\n\n<p><strong>Jim:<\/strong> Our executive team\u2014including our CFO\u2014already believed Trintech was delivering value. But the ROI data gave us something concrete to share:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tangible automation savings<\/li>\n\n\n\n<li>Quantified risk mitigation<\/li>\n\n\n\n<li>Eliminated software costs (we retired another tool and saved <strong>$10,000 per year<\/strong>)<\/li>\n<\/ul>\n\n\n\n<p>It strengthened our case for continued investment and allowed leadership to see the full return on what we\u2019ve built with Trintech.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-ae7e94dc8bb512c88ad3d76c1be5ffe5\"><strong>Transformation &amp; Workforce Impact: Preparing for the Future<\/strong><\/h2>\n\n\n\n<p><strong>Dameon: How has Trintech helped you prepare for the next 3\u20135 years?<\/strong><\/p>\n\n\n\n<p><strong>Jim:<\/strong> We have long-tenured leaders nearing retirement, so succession planning matters. Trintech has freed our team from repetitive data-entry tasks, allowing them to focus on higher-level work\u2014expense analysis, value-add insights, and broader responsibilities. This deepens our bench and ensures our team is ready for the next stage of FORUM\u2019s growth.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-7953dc78fab2c431eac9004c3599bf9f\"><strong>Work-Life Balance Restored: The Entire Team Leaves at 4:30<\/strong><\/h2>\n\n\n\n<p><strong>Dameon: Let\u2019s talk about employee experience. What has automation changed for your team?<\/strong><\/p>\n\n\n\n<p><strong>Jim:<\/strong> Almost <strong>90% of our balance sheet is automated<\/strong> through Trintech. The result?<br>Everyone goes home at <strong>4:30 p.m.<\/strong><\/p>\n\n\n\n<p>No staying late to reconcile spreadsheets. No data entry marathons. People get to pick up their kids, go to soccer games, and spend time with family.<\/p>\n\n\n\n<p>We still work hard during the day, but now employees can truly unplug. As a new dad, I feel the difference personally, too. Trintech does the heavy lifting, so we can focus where it matters most. And yes\u2014it aligns perfectly with Trintech\u2019s mission of <em>making time count<\/em>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-02709fc184170e0973eb1d3b85ee49c0\"><strong>A Strong Partnership Driving Real Results<\/strong><\/h2>\n\n\n\n<p><strong>Dameon: Any final thoughts on your partnership with Trintech?<\/strong><\/p>\n\n\n\n<p><strong>Jim:<\/strong> It\u2019s been fantastic. Trintech delivers enormous value\u2014financially, operationally, and culturally. Our collaboration with the Trintech team has only strengthened that. And now, with the cloud foundation in place, we\u2019re ready to layer on additional automation for controls, close management, and more.<\/p>\n\n\n<div  class=\"banner-block alignfull is-style-small  \">\n     <div class=\"maybe-wrapper\">\n          <div class=\"main-banner has-violet-background-color\">\n               <div>\n                                        <h2>See Trintech in Action<\/h2>\n                                        <p>Seeing is Believing, Discover why Trintech is the real leader in financial close automation.<\/p>\n               <\/div>\n                              <a href=\"https:\/\/www.trintech.com\/book-a-demo\/\" target=\"_blank\" class=\"cta\">Book a Demo<\/a>\n                         <\/div>\n               <\/div>\n<\/div>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We caught up with Jim Catanzarite, Vice President of Accounting at FORUM Credit Union, and Dameon Goode, Customer Success Manager at Trintech, to listen in on a candid conversation about FORUM Credit Union\u2019s journey from unmanageable regulatory risk to saving both time and money with Trintech. Before Trintech: A High-Volume, Highly Regulated Environment Needing Scalability and Accuracy Dameon: Jim, could you introduce yourself and share a bit about FORUM Credit Union\u2019s background with Trintech? Jim: I\u2019m Jim Catanzarite, Vice President of Accounting at FORUM Credit Union. We\u2019ve been using Trintech for about seven years. We operate in a highly regulated environment, which makes accuracy, transparency, and efficiency essential. Before we &hellip;<\/p>\n","protected":false},"featured_media":48278,"template":"","topic":[69,70,71,67,73,68],"product":[662,841],"class_list":["post-48277","case-study","type-case-study","status-publish","has-post-thumbnail","hentry","topic-account-reconciliation","topic-financial-reporting","topic-improve-visibility","topic-increase-efficiency-effectiveness","topic-reduce-costs","topic-transaction-matching","product-frontier","product-ind-financial-services"],"acf":[],"lang":"en","translations":{"en":48277},"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study\/48277","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study"}],"about":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/types\/case-study"}],"version-history":[{"count":0,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study\/48277\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media\/48278"}],"wp:attachment":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media?parent=48277"}],"wp:term":[{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/topic?post=48277"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/product?post=48277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}