How First West Credit Union Uses DPA to Transform Client Onboarding

First West Credit Union is British Columbia’s third-largest credit union, with $10 billion in assets under administration, more than 240,000 members and more than 1,700 employees. They operate 54 branches throughout the province under the Envision Financial, Valley First, Enderby & District Financial and Island Savings brands. They chose K2’s low-code digital process automation (DPA) platform to increase their value and transform their business banking and client onboarding process from a slow, paper-based and unwieldy one into a two-step process.

“With K2, we can take the member process from hours — and multiple sessions — down to less than 40 minutes,” explained David Arrowsmith, VP of Business Solutions at First West. “It’s a much simpler and better experience for the member and made it easier for member service representatives to get involved with new business banking opportunities.”

Download the full case study to learn more about how First West uses digital process automation to streamline processes and transform the client experience.