CU Logics helps credit unions identify, prioritize, and automate repetitive operational work using Microsoft 365, SharePoint, Fiserv systems, APIs, scripts, and AI where it makes sense.
Not another menu of technologies. Two straightforward ways to put automation expertise to work in your credit union.
Not sure what to automate first?
I examine selected operational processes with your team, identify worthwhile automation opportunities, and prioritize what should be tackled first.
You receive a practical Automation Opportunity Roadmap showing where automation can create the most value.
Need someone to actually build the solutions?
Add hands-on automation expertise without hiring another full-time employee. I become an extension of your team and continually move useful projects from idea through implementation.
The tools change from project to project. The goal stays the same: reduce unnecessary manual effort and build a better operational process.
Data entry, reports, document movement, recurring tasks, QA processes, approvals, and system-to-system workflows.
SharePoint solutions, Power Automate, Lists, forms, approvals, document management, and internal workflows.
Portico, Loancierge, Reporting Analytics, IBM Cognos, file exchanges, report handling, and related automation.
Useful operational AI where it provides real value, with appropriate attention to security, privacy, and oversight.
I specialize in finding operational work employees are doing manually and building practical systems to eliminate or simplify it.
Payroll processing with errors eliminated.
Vendor quote avoided during deconversion.
Check images retrieved and validated.
Legacy documents made accessible.
Handled by one automation framework.
New-member documentation and data-entry findings via QA workflow.
CU Logics is especially well suited to smaller and midsize credit unions where valuable operational improvements keep getting pushed behind larger IT priorities.
If you know what needs to be automated, we can talk about building it. If you are not sure what should come first, start with an Automation Opportunity Review.
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