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Win Story | Financial Services | USF Federal Credit Union

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USF Federal Credit Union (USF FCU) is a full-service financial institution here to help clients on their journey to achieve financial success. Through everyday banking services, sound financial education and innovative solutions, they work to enhance members’ well-being and improve their lives. From humble beginnings, they’ve grown to serve over 70,000 members and exceed $1.1 billion in assets.

Demographics

  • Industry | Financial Services
  • Headquarters | Tampa, FL
  • Founded | 1959
  • Employees | 200
  • Existing ERP | Wisdom
  • Other Systems | Lease Crunch, Excel, Vena, ADP, US Federal Reserve, Fiserv, Symitar

NetSuite Solution

  • NetSuite | Financials
  • Modules | Record to Report, Procure to Pay,
    Order to Cash
  • Interfaces | Vena, Squareworks, CVS
    Integrator, Symitar

Sales Team

  • NetSuite | Kelsey Abbunasser
  • Caravel | Andrew Matthews, Kelly Gonyea

Implementation

  • Methodology | Emerging
  •  Approach | Emerging implementation approach that will supplement quick go-live date.

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