Responsive System for Credit Union Staff

Within the Co-operators group of companies, Cumis is a leader in credit union protection. Creditor insurance solutions and competitive financial services are provided to support credit union members. A legacy system is in need of a significant overhaul and upgrade. There is need to create a responsive system for credit union staff, a mobile friendly app experience for sales reps, and an improved online experience for the end customers.

A legacy system was creating issues for sales teams located in branches at physical credit union locations across the country.  Externally, sales teams also needed to visit consumers at home to provide digital presentations of insurance plans and programs.  The current legacy system was ineffective, unresponsive, and not mobile-friendly. The legacy system was overhauled with a new information architecture, interface design, and user experience.  The underlying systems, databases, and infrastructure were maintained.  The newly redesigned application was developed to be responsive on mobile devices and tablets.

With a legacy system redesigned to be responsive and mobile friendly, business development and sales teams could have 'in home' and 'in credit union' experiences with customers seated in the comfort of cozy chairs with tablets to share information.