Making IT Simpler and More Efficient for Credit Union Success€¦ · Managed DR- & BU as-a-Service...
Transcript of Making IT Simpler and More Efficient for Credit Union Success€¦ · Managed DR- & BU as-a-Service...
Alloya’s Technology Solutions
Making IT Simpler and More Efficient for Credit Union Success
Presented by:Biff Myre - Director, Solutions Alloya IT Services powered by CBTS
Alloya’s Technology Solutions
PartnershipPurposeValue
Alloya’s Oversight & GovernanceMember Satisfaction Top Priority
Due Diligence & ComplianceCompetitive Pricing & Consolidated Billing
What Does IT Take to Run a Credit Union?Alloya’s Premier View assists you with
transactions, liquidity and investments.
Now let us help with the rest of the technology in use at your Credit Union.
Great People & Flexible PartnershipsSolid Processes
(Financial & Operations)Reliable Technology & Great Support
Alloya’s Technology Solutions
Let’s take a“Virtual Credit Union Tour”
and see where and how your team might utilize
Alloya’s Technology Solutions, powered by CBTS,
within your… headquarters branches and data center(s)
Internet / Circuit Provider Management
Let us take on the burden of...Negotiating with ISP/circuit providers
Aggregating & managing contracts
Renegotiating rates, service, SLAs
Optimizing price with performance
Having fast, reliable internet is critical to servicing your members and enabling your team.
But managing different and redundant internet providers and contracts across all
your locations can be a pain, time consuming and costly.
Network Modernization, Monitoring, Optimization and Management
Your network - secured, optimized, and ready for the digital age!
Your network strategy IS defining you.
It is THE foundational backbone of your future service capabilities – whether enabling mobile membership
drives, member kiosks, guest WIFI or facilitating secure access for board packet reviews or examiners.
It must also be secured and easy to enforce policy controls with alerts and reports to meet NCUA and
other FFIEC best practices such as Intrusion Detection/Prevention and access tracking.
If an old network and strategy is costing you.
We can help...
Better user experiencefor what matters most with a secured private
network for less
Complete visibility, control & protection
Optimally allocate all the bandwidth you pay for
Paying double for traditional voice/PBX usage & old equipment & capabilities?
Concerned with resiliency and cost of ongoing support, maintenance and
upgrades ?
Having voice quality issues?
Voice / Unified Communications
Modernize without the risk, cost & headache. Let us show you how…
Hosted, resilient Voice/UC-as-a-Service
Advanced features at per user pricing
Custom configuration capabilities
• GE Credit Union – Hosted Voice Testimonial• CBTS Video Case Study
Disaster Recovery & Data ProtectionAre you Staffed to Handle a Disaster?
Can you securely connect members and users to their applications & data recovered at an alternate site? Do your users prove they can continue operations? Are you guaranteed success each DR exercise with
adequate documentation for examiners and insurance adjusters?
Is your Data Protection software Ransomware-proof? Can it (and will it) detect a Ransomware attack?
Change the outcomes & approach!Alloya Corporate & Credit Unions leverage our
Managed DR- & BU as-a-Service to…Truly prove and document DR preparedness success – guaranteed!
Reduce 2nd site cost & energies spent on DR and offsite BUNo longer have to test over weekends and at night
Access the data at the DR site using your authentication methodsGet the needed “troop surge” help at time of test or disaster
Hybrid IT Systems On Premise & Cloud Rent, Own, Managed (and/or/all) The highest IT value for your Credit Union is closest to
your users, applications & data.
Innovation comes from transforming data to useful information and improving efficiency on functions
like lending & membership. Facilitating innovation does not come from infrastructure
monitoring, server-storage-computer room facilities management or hardware/software refresh cycles.
Join like-minded Credit Unions who… Have a zero-data onsite, cloud-first strategyElevate their IT’s business value within the CUAffordably reduce risk and resiliency… 24/7
Reduce compliance efforts & cost - instead it is included!Have an augmented team of IT expertise at the ready 10
Community Wide Federal Credit Union
Challenge Solution Result
CommunityWide FCU boasts a heritage of 50 years. The firm has grown to 11 branches in four Indiana counties with deposits totaling $400+ million.
• CommunityWide looked to migrate its computing environment offsite.
• Leverage the efficiencies, cyber security and scalability of virtualized/cloud infrastructure; and alleviate risk and compliance drag by achieving a Zero Data Footprint at its CU sites.
• Using Commvault software, the team backed up data from CommunityWide’s physical site to a virtualized/cloud environment at CBTS.
• Migration of production systems (including ERS core processing on Linux) using Zerto software replicated CommunityWide’s data and applications to virtualized systems.
• Upgrading LAN/WAN network to include Cisco Meraki
• “By trusting in OnX and making this transition, we are a safer and more-secure company that can now really focus our internal resources on improving the member experience.
• And by hosting at CBTS CommunityWide now has the flexibility to make technology changes when desired without being handcuffed to a legacy platform or other technology investment.”
Deepwater Industries Federal Credit Union
Challenge Solution Result
Deepwater Industries Federal Credit Union serves 9,000 members working for more than 125 companies and organizations near the community along the Delaware River in western New Jersey. In business since 1935, the credit union needs powerful, agile technology to meet the growing savings and lending needs of its membership.
• The credit union needs modern, enterprise-class IT for growth and compliance.
• IT staffing and budget are limited.
• The CEO wants IT to focus on improving the member and user experience instead of managing infrastructure.
• Migrating IT operations to a secure CBTS cloud environment including their Core Processing application running on IBM Power Systems.
• Implementing Active Directory improved security, data protection, and compliance.
• Enterprise-class backups and anti-virus strengthened security posture.
• Network and firewalls provided and managed by CBTS at the data center and branch locations.
• Deepwater’s IT staff isn’t tied up patching infrastructure software and managing hardware.
• Security and compliance meet regulatory standards and protect data.
• Switching from CapEx to OpEx reduces costs and produces a predictable monthly fee.
Unilever Federal Credit Union
Challenge Solution Result
Unilever Federal Credit Union is a full service, single-sponsor, non-profit financial institution.
For over 60 years, Unilever FCU has provided financial services to its members and continues to grow in assets and services. The credit union is sponsored by Unilever and is a member of Alloya Corporate Federal Credit Union.
• Unilever FCU had to relocate and separate from their corporate sponsor’s network
• The financial institution had to deploy its own network and address regulatory requirements
• Limited internal staff to manage a complex and secure environment
• Required in-depth data protection strategy supporting the needs of a financial institution
• Primary production environment resides in a fully managed high availability CBTS cloud environment that has been audited regularly
• Secondary offsite data backup and full data replication for Disaster Recovery mirrored in a CBTS data center.
• Documentation and annualized testing of the DR with a letter of attestation confirming its success
• CBTS ensured the credit union had redundant network access through secure Internet that could be accessed anywhere.
• Leveraged Alloya/CBTS credit union experience to establish regulatory documentation addressing stringent compliance requirements
Next Generation Surveillance and Access Control
Easily scan alerts, track an object or person across all cameras, capture license plates, match images with
badge scans, and create and control distribution of video clips to
law enforcement or others.
Ability to mask areas with PII dataMulti-site monitoring interface
Anywhere access to alertsEliminate on premise servers
24x7 management and user support
Physical Security (Surveillance & Access Control)
Next Generation Surveillance and Access Control
Easily scan alerts, track an object or person across all cameras, capture license plates, match images with
badge scans, and create and control distribution of video clips to
law enforcement or others.
Ability to mask areas with PII dataMulti-site monitoring interface
Anywhere access to alertsEliminate on premise servers
24x7 management and user support
Physical Security (Surveillance & Access Control)
Cybersecurity: Assessments, Consulting & Ongoing Programs
Cybersecurity threats are a constant and come at your Credit Union from everywhere.
Its simply too much to try to take on alone, for even the largest of companies.
CBTS (& Cincinnati Bell) has to address these same threats.
We have teams specialized in assessments, security & program architecture, managed security service programs
and complementary technology solutions to help.
Let’s face these threats together…Information Security Vulnerability Assessments
Patching / Vulnerability Program ManagementManaged 2-Factor authentication
24x7x365 Malicious Threat Detection & Response SOCPII Data Anonymization Strategy – Safe Harbor from Breach
Ad-Hoc Information Security Consulting
Consulting & OnDemand IT Staffing
Specific and unique technical assistance and skills on-demand
Remote and/or at your premise in either a short-term, long-term or temp to hire basis.
Providing vetted IT talent and skills. CU Business to IT Strategy & Execution Road Mapping.Project based: Network, server & storage engineers to
help desk, developers, project managers, cloud readiness architects
Finding the Right Expertise…Temp/Temp-to-Hire, remote/on-site options
If not a fit, CBTS will replace the team memberLow-risk, easy to terminate contracts
Staff are employed by CBTS with benefitsBackground checks from CBTS provided
Maintenance & Support Optimization Consider the technology and vendors your
Credit Union has to keep track of…Hardware, Software, Support, Service renewals
Matching invoices & replacement quotes with what you actually need
Automatic Renewal dates that you might missDealing with monthly fires vs twice yearly reviews
CBTS helps with free tools to track ANY contract, technical assistance, and cost-saving
options to consider.
Take Back Control with…Free Contract & Asset Tracking portal
Asset information tied into manufacturers12 month dashboard with email reminders
Optimizing renew vs replace vs discard Ability to customize user views & security
Maintenance & Support Optimization
We can help you extend the life of your IT assets, reduce maintenance costs and ease administrative challenges.
• Service incident recording & tracking• Spares management; status, location, etc.• Role based access and approval workflows • Meets standards for support, stability and security
• Custom fields to meet customer specific needs• Related document storage• Automated notification of upcoming expirations • Standard and customized reports
Review Roadmap or Specific NeedBusiness & Technology Goals Agreed to FirstEngage Experts, Collect Data, Architect OptionsCollaborative Review / Solution ValidationGo / Revise / Table / No Go / FeedbackFeedback during execution and follow-up after
Partnering increases the value your Credit Union receives:Identify big picture inflection points on your technology roadmapDelivering advice for sustained value beyond single itemReduce transition impact and cost of changesIncrease options for transformative value
How we partner. Why that’s important.
‘Think Alloya’ for Your Credit Union’s Technology NeedsDevelop / review your Credit Union’s business & technology roadmap with usUse our contract and asset tracking portal to optimize in-place technologiesWhich solutions presented today could benefit your Credit Union most?Consider joining like-minded Credit Unions & Alloya in our hybrid IT/DR clouds
Thank You! Any questions we may answer today?
Technology Simplified.
Alloya’s Due Diligence & Governance
Internet / Circuit Provider Management
Network Modernization & Management
Voice / Unified Communications
Disaster Recovery & Data Protection
Hybrid IT Systems: On Premise & Cloud
Physical Security (Surveillance & Access Control)
Cybersecurity Assessments, Consulting & Ongoing Programs
Consulting & OnDemand IT Staffing
Maintenance & Support OptimizationContact your Sr. Business Consultant or myself to continue the discussion:
Biff MyreDirector, Solutions
[email protected](312) 953-1464 mobile