Dort Financial Credit Union ($2.4 billion in assets) has successfully transitioned from Movemint’s on-premises solution to its embedded personalization cloud platform. This builds on a decade-long relationship that has helped the credit union deliver relevant preapproved lending, deposit, and service offers to existing, prospective, and indirect members.
For more than 10 years, Dort Financial has leveraged Movemint to provide targeted loan offers through its mobile and online banking channels, giving members a convenient way to discover and act on personalized lending opportunities. These offers have become a familiar part of the credit union’s digital banking experience, with members regularly looking for new offers when Movemint campaigns are active.
The transition to Movemint’s cloud-based platform represents a strategic next step in the relationship, enabling Dort Financial to maintain the digital offer experience its members value while providing its team with a more streamlined and intuitive way to manage the platform. Since the transition, Dort Financial has benefited from easier administration and configuration.
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“Moving to the cloud has been a significant improvement for our team, especially from an administrative standpoint,” said Adam Koishor, Chief Strategy Officer at Dort Financial. “The intuitive configuration, easy-to-navigate lender interface, and single sign-on have simplified our day-to-day access and allowed us to continue building on a digital engagement strategy that has been successful for years.”
The successful conversion enables Dort Financial to modernize the technology supporting its digital engagement strategy while preserving the offer experience its members have come to expect. By moving to the cloud, Dort Financial is positioned to continue using personalized offers to support member engagement and deepen relationships across its digital channels.
“Dort Financial’s long-standing relationship with Movemint is a wonderful example of how a successful digital engagement strategy can evolve alongside a credit union’s technology environment,” said Brian Bodell, CEO of Movemint. “Moving to a modern, cloud-based infrastructure gives the credit union the flexibility to adapt to changing market conditions without rebuilding its entire system or disrupting the member experience. The credit union will benefit from seamless updates and security enhancements that protect data without straining IT resources. We’re pleased to support Dort Financial through this next chapter and help position its technology for continued innovation.”