Servus Credit Union

Opening a New Account for Digital Transformation

A bank teller assisting a customer at a service counter with protective glass.
Experience Design
Enterprise Development
Financial Services

Meet Servus Credit Union

Servus Credit Union is a member-owned, community-based financial institution, and a testament to community empowerment and financial resilience. They evolved from a grassroots movement during the Great Depression to becoming Alberta's premier credit union and the second largest in Canada.

Today, with a network spanning nearly 380,000 members and more than 100 branches, Servus is committed to fostering financial well-being among Albertans, offering a range of services designed to improve the financial fitness of its members and the communities it serves.

An Urgent Need for Enhanced Online Prescence

Faced with the ever-evolving expectations of today's digital consumers, Servus Credit Union recognized an urgent need to enhance its online presence to better connect with members and streamline their banking experience. The existing platform, built on SharePoint, lacked the flexibility and dynamic capabilities required to fully realize their digital strategy.

This prompted Servus to seek a more advanced content management system that would not only elevate their digital engagement efforts but also ensure the seamless functionality and reliability of their website, crucial for maintaining trust and satisfaction among their diverse membership.

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The Solution

Elevating Servus Credit Union's Digital Platform

Servus Credit Union embraced the challenge of enhancing its digital presence by selecting Sitecore for its superior content management, marketing, and analytics capabilities. Partnering with Fishtank, they embarked on a seamless migration from SharePoint to Sitecore, aiming to leverage the cutting-edge features of their new CMS. This transition was not merely about adopting a new technology; it was a strategic move towards empowering Servus with the tools needed to elevate their online engagement and streamline content management processes.

Retaining Essence While Advancing Functionality

Understanding the importance of maintaining the unique identity and functionality of Servus Credit Union's website, our team skillfully reimagined the platform within the Sitecore environment. This redevelopment was carefully orchestrated to preserve the core aspects that members had come to know and trust, while infusing the site with new features and enhanced capabilities. The result is a digital experience that resonated with Servus' organizational values and goals, offering both familiarity and improved functionality to its users.

A happy couple using a laptop to manage their finances at home.
A family teaching their children about saving money using a piggy bank.

Simplifying Content Creation for Marketers

Recognizing the pressures faced by marketing teams, we introduced an intuitive component library tailored to Servus Credit Union's needs. This library streamlines the content creation process, enabling marketers to effortlessly design and deploy landing pages that align with their strategic visions. By eliminating the constraints of rigid templates, Servus's marketing team can now focus on crafting compelling content that engages members, without the technical hurdles previously encountered. This innovation marks a significant step forward in making content management more accessible and efficient for Servus Credit Union.

A young woman using a credit card to shop online on her laptop.

A Transformative Journey That Elevated Digital Presence 

Servus Credit Union embarked on a transformative journey with Fishtank to elevate their digital presence by migrating from SharePoint to Sitecore. This strategic move promised to harness powerful marketing, analytics, and content management capabilities. Through this partnership, Servus not only preserved the essence and core functionality of their previous website but also enhanced its features, making the platform more robust and user-friendly. Our teams further empowered Servus's marketing team by developing an intuitive component library, simplifying the content creation process and enabling greater creative freedom. This overhaul significantly improved Servus Credit Union's ability to engage with its members online, offering an enriched digital experience that aligns with their commitment to enhancing financial fitness across Alberta.