How Forum Credit Union Scaled to Nearly 100% Reconciliation Automation

1,700 hours saved per month. $500M in asset growth. Zero new headcount. This is what full-scale reconciliation automation looks like in practice.

A Customer Story Built on Numbers, Not Theory 

Forum Credit Union didn’t just automate their reconciliation process—they measured every step of the transformation and built a model to prove its value to the business. 

Starting from manual, Excel-based workflows, Forum moved to fully automated, daily, detail-level matching across their entire balance sheet. Today, nearly 100% of reconciliations run in a single platform. The ROI model they built with Trintech quantified what that means: over 1,700 hours saved per month, measurable reductions in audit risk and write-offs, and the capacity to grow assets by nearly $500M—without adding a single person to the team. 

Webinar details

Date

Wednesday, June 17

Time

10am CT | 11am ET | 8am PT

Duration

45 mins

Format

Customer Case Study + Interview

In this webinar, you’ll learn

• How Forum moved from spreadsheet-based reconciliations to automated, daily, detail-level matching across the organization 
• The step-by-step approach to building an ROI model that quantifies time savings, matching efficiency, and risk reduction 
• How automation enabled $500M in asset growth without headcount increases—and what that model could look like for your organization 

This session is for finance leaders who are ready to make the case for automation investment—or expand what they’ve already built. Learn how Forum Credit Union brought its entire balance sheet onto Frontier.

Meet the Speakers

Dameon Goode

Customer Succes Manager, Trintech

Jim Catanzarite

VP Accounting, Forum Credit Union