Data Compliance Solution Delivered Right on Time for Financial Clients
SerTech is a financial services marketing company based in Dallas, Texas, and serving over 3,000 lending institutions. When recently enacted legislation prohibited credit unions from sharing sensitive membership data with third parties, they immediately realized the impact this would have on their clients, who depended on seamless data transfer to generate millions of dollars in revenue. Not having application development expertise, SerTech requested support from Resultant to build a compliant solution.
Legislative changes required credit unions to modify their process for receiving membership data. SerTech needed to meet regulation requirements without creating additional burdens for over 2,000 credit unions and execute a solution within a very tight timeline. They needed to receive and track membership files from credit unions across the United States and the solution had to provide near real-time decryption.
This was a time-sensitive engagement, but meticulousness was essential. We started by assessing SerTech’s current state and asking the questions that would lead to their unique, tailored solution.
There wouldn’t be time for a do-over, so the solution had to be just right from the start.