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’s background with Trintech?

Jim: I’m Jim Catanzarite, Vice President of Accounting at FORUM Credit Union. We’ve 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—especially as our transaction volumes grew and regulations tightened.

Quantifying Automation ROI: 1,700 Hours Saved Every Month

Dameon: Earlier this year, we delivered an ROI analysis for your team. What stood out to you during that presentation?

Jim: Hearing that Trintech was delivering 1,700 hours per month of automation value was huge.

It confirmed what we already believed—that 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.

Reducing Compliance & Transactional Risk: $11,500+ in Monthly Value

Dameon: Beyond automation, we also reviewed risk mitigation. What was your reaction to those findings?

Jim: That part was eye-opening. You helped quantify two major types of risk:

• Compliance and regulatory risk reduction: About $4,500 per month
• Transactional error risk reduction: About $7,000 per month

For a credit union, that’s 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’ve 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.

Executive-Level Visibility & Organizational Buy-In

Dameon: How have these findings helped you advocate for Trintech internally?

Jim: Our executive team—including our CFO—already believed Trintech was delivering value. But the ROI data gave us something concrete to share:

• Tangible automation savings
• Quantified risk mitigation
• Eliminated software costs (we retired another tool and saved $10,000 per year)

It strengthened our case for continued investment and allowed leadership to see the full return on what we’ve built with Trintech.

Transformation & Workforce Impact: Preparing for the Future

Dameon: How has Trintech helped you prepare for the next 3–5 years?

Jim: 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—expense analysis, value-add insights, and broader responsibilities. This deepens our bench and ensures our team is ready for the next stage of FORUM’s growth.

Work-Life Balance Restored: The Entire Team Leaves at 4:30

Dameon: Let’s talk about employee experience. What has automation changed for your team?

Jim: Almost 90% of our balance sheet is automated through Trintech. The result?
Everyone goes home at 4:30 p.m.

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.

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—it aligns perfectly with Trintech’s mission of making time count.

A Strong Partnership Driving Real Results

Dameon: Any final thoughts on your partnership with Trintech?

Jim: It’s been fantastic. Trintech delivers enormous value—financially, operationally, and culturally. Our collaboration with the Trintech team has only strengthened that. And now, with the cloud foundation in place, we’re ready to layer on additional automation for controls, close management, and more.