SITUATION


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.

Cutout Image with Video

SERVICES

  • Technology strategy
  • Platform modernization
  • Legacy system redesign
  • User interface design
  • User experience design
  • Technical requirements
  • System specifications
  • Information architecture
  • Frontend development
  • Systems design
  • Security consulting
Family having fun

SOLUTION


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.

Coop Mockup Book 1
Book2
Coop Mockup Book 2

SUCCESS


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.

Cutout Image with Video
Family in car with pet

COLLABORATIONS
 

  • ...
    Case Study
    Minds Connected

    Minds Connected is an online network connecting community members to evidence-informed interventions, key resources, and a community of local professionals working to improve mental health.

  • ...
    Case Study
    Dufferin County

    Located south of Georgian Bay and on the fringe of the Greater Toronto Area within Ontario, Dufferin County is home to 60,000 residents living in and around the City of Orangeville and its surrounding region.

  • ...
    Case Study
    YMCA

    In a consultative engagement, data from a complex compilation of five databases was analyzed and reviewed to help understand the existing customer base.

  • ...
    Case Study
    CASP

    With an outdated system a digital rebranding and new website was needed to reach out to people suffering within communities across Canada.