Avenir Financial Federal Credit Union is a not-for-profit financial cooperative serving Yuma and
La Paz counties. Established in 1942, Avenir Financial is Yuma’s only community credit union.
Guided by the credit union philosophy of “People Helping People”, earnings are returned to
members with generally lower or no fees for many services and competitive rates. Federally
insured by NCUA.
Demographics
- Industry | Financial Services
- Headquarters | Yuma, AZ
- Founded | 1942
- Employees | 79
- Existing ERP | Correlation Keystone
- Other Systems | Profitstars, ADP, Power BI
NetSuite Solution
- NetSuite | FinancialsFirst STD
- Modules | Record to Report, Procure to Pay,
Loan Management
- Interfaces | Banking, ADP, Power BI, Correlation Keystone, Profitstars
Sales Team
- NetSuite | Jim Wilson, Courtney Goetz
- Caravel | Caila Cohen, Scott Curry
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Avenir will deploy NetSuite in a
single phase with core functionality going live in month 4 and integrating to various 3rd party systems in phase one.
