How to remove friction and work together: Financial Services IT
Per-team workflows, embedded service, and visibility. IT leaders from WESTconsin Credit Union, Texans Credit Union, and Members Cooperative Credit Union share how they rebuilt service around how their teams actually work.
Tuesday, August 11, 2026, 11:00 AM CT
Live on Zoom
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Where the friction actually comes from
Financial services organizations don't run on one workflow. Lending, branches, member services, compliance, HR — every team has different requests, different urgencies, and different definitions of done. Generic, one-size-fits-all ticketing forces them all into the same shape, and the friction shows up as slower resolutions, missing context, and back-and-forth that should never have happened.
This Industry Forum brings together IT leaders from three credit unions who rebuilt service around how their teams actually work. What changed, what didn't stick, and what they'd architect differently.
How to go from an unmanageable help desk to metrics-driven operations and dashboards leadership actually understands.
Why one generic request form slows everyone down, and how tailoring workflows to each team removes the friction.
How adoption is won team by team and what it takes to get each one on board.
