CREDIT UNION INTEGRATION SERVICES

CONNECT THE SYSTEMS.
TRANSFORM THE MEMBER EXPERIENCE.

Keep your core. Connect the experience.

WHEN SYSTEMS DO NOT CONNECT

Fragmented member data

Core, lending, cards, CRM, and digital channels hold different pieces of the relationship.

Manual work and handoffs

Re-keying, email, and spreadsheets slow service and create avoidable risk.

Brittle point-to-point links

Every system change adds cost, maintenance, and delay.

Analytics and AI gaps

Incomplete or inconsistent data limits reporting, automation, and responsible AI.

THE PARTNERSHIP

WHO DOES WHAT
BOOMI

Connect applications, data, and APIs. Transform and orchestrate flows. Support batch, event-driven, and on-demand integration patterns.

SOLUTIONS METRIX

Define the roadmap, design the CRM and member experience, implement integrations and workflows, drive adoption, and support continuous improvement.

ONE CONNECTED FOUNDATION

Member 360 Complete context
Faster service Less manual work
Reusable integration Change without rewiring
Trusted data Reporting and AI ready
CONNECTED CREDIT UNION ECOSYSTEM

ONE INTEGRATION LAYER.
EVERY MEMBER TOUCHPOINT.

A scalable architecture for connecting systems, activating data, and improving work across the institution.

SYSTEMS OF RECORD AND ENGAGEMENT

SIX DOMAINS
Core banking Members, accounts, transactions
Lending Consumer, commercial, mortgage
Cards and payments Card and payment activity
Digital channels Web, mobile, contact center
CRM and service Cases, interactions, journeys
Data and analytics Warehouse, BI, reporting
CONNECT
BOOMI ENTERPRISE PLATFORM
INTEGRATION + AUTOMATION
DATA MANAGEMENT
API MANAGEMENT
GOVERNED ORCHESTRATION
ACTIVATE

CONNECTED EXPERIENCES AND ACTION

FOUR RESULTS
Member 360 One relationship view
Service and cases Visible handoffs
Workflow automation Less manual effort
Analytics and AI Trusted context

HOW SOLUTIONS METRIX DELIVERS IT

SIX STAGES
01 Roadmap
02 Architecture
03 CRM design
04 Implementation
05 Adoption
06 Support
BOOMI CONNECTS IT · SOLUTIONS METRIX MAKES IT WORK
Ready to Connect Your Credit Union Ecosystem?