Federal Credit Union Replaces Legacy System with Epicor ERP 10 Implementation

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Leading financial services provider selects e2b teknologies and Epicor ERP 10 to replace outdated software systems, improve process efficiencies, and support future growth.

Epicor ERP 10
To be successful in today’s business world, Financial Institution’s require technology that provides both basic and advanced features to promote operational efficiency, tight system integration, advanced business intelligence, and flexible reporting.

e2b teknologies, a Northeast Ohio Epicor ERP reseller, today announced a leading wholesale financial services provider has selected e2b teknologies and Epicor ERP 10 to replace their legacy financial management system.

As a leading wholesale financial services provider, the customer manages over $5 billion in assets and provides ATM/debit cards, share draft imaging, depository services, electronic payment, and other relates services to nearly 1000 of America’s credit unions. Prior to implementing Epicor ERP version 10, the organization relied on an outdated technology platform to manage financial operations. While this legacy system did provide the company with industry specific functionality, costly and frustrating process inefficiencies reigned due to the overall lack of system flexibility and modern functionality.

After carefully evaluating competing solutions, the company chose Epicor ERP version 10 as it was best able to meet both the company’s specific business needs and their strict industry requirements. Some of the key features they were looking for in a modern ERP application included general ledger, accounts payable, fixed asset functionality, reporting, and an integrated investment accounting module – all of which had to be offered in an environment compliant with strict industry regulations for data security and management.

“To be successful in today’s business world, financial institutions require technology that provides both basic and advanced features to promote operational efficiency, tight system integration, advanced business intelligence, and flexible reporting,” said Frank Nisenboum, VP of ERP and CRM sales at e2b teknologies. “With its legacy software, this company was unable to leverage these critical success factors and it could have seriously jeopardized future business. Epicor ERP 10 is a complete solution built on agile technology that will not only fulfill their business needs and compliance requirements, but provide them with the features they were missing to increase operational efficiencies, provide unparalleled customer service, and drive future growth.”

About e2b teknologies:

e2b teknologies is a passionate and experienced team of industry leaders and business advisers providing high quality, uncomplicated, and innovative ERP and CRM software built on modern technology platforms with turn-key consulting and custom development services. e2b teknologies develops custom cloud-based business applications and resells leading ERP accounting software, CRM, and other enterprise business software applications including Sage 100 ERP, Sage 500 ERP, Sage ERP X3, Epicor ERP, and more.

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Jeanne Lee
e2b teknologies, inc.
440-352-4700 Ext: 240
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