Financial Services IT Solutions for Local, Regional Credit Unions & Banks
Leadership That Powers Trust, Security, and Growth.
Succurri helps banks and credit unions enhance operational efficiency, streamline compliance, and protect every transaction—without disrupting service or eroding trust.
At Succurri, we don’t just manage technology—we lead transformation.
Our vCIO and vCISO-led approach gives financial institutions the strategic foresight to modernize systems, strengthen compliance, and improve the member and customer experience.
- Local community banks
- Regional banking institutions
- Credit unions
- Mortgage lenders & brokers
- Loan processing departments
- Financial operations teams
- CPAs & Bookkeepers
Jump To:
Clear Business Outcomes
When you partner with Succurri, your Company gains measurable results:
- Reduced audit preparation time – Automate compliance documentation and reporting.
- Unified systems – Integrate core banking, CRM, loan origination, and member portals for seamless workflows.
- Enhanced security posture – Protect sensitive financial and member data with layered cybersecurity.
- Improved member experience – Deliver faster digital experiences and simplified transactions.
- Strategic growth enablement – Use IT as a lever for innovation and scaling services safely.
We Know How to Solve Financial Industry Challenges
Banks and credit unions face an evolving mix of challenges that require more than just IT support:
- Complex regulatory landscapes (FFIEC, GLBA, NCUA, PCI DSS)
- Legacy systems that limit integration and scalability
- Rising cyber threats targeting financial institutions
- Inefficient workflows between departments and applications
- Difficulty maintaining internal IT expertise while controlling costs
Succurri’s IT leadership model is built specifically for the financial services environment—balancing modernization, compliance, and risk management.
Case Study: Credit Union Technology Leadership
A mid-sized credit union with 20,000 members faced outdated systems, slow loan processing, and rising compliance costs.
Succurri’s Leadership Approach:
- Conducted a full IT and compliance assessment
- Unified CRM and loan origination systems
- Automated compliance reporting and document retention
- Delivered ongoing vCIO guidance and team training
Results:
- 40% faster loan processing
- 2x quicker audit readiness
- Improved staff satisfaction and member feedback
“Our goal is to make compliance and efficiency work together, not against each other.
When IT systems align with business goals, financial institutions thrive.”
— Andrew Eckstrom, vCIO, Succurri
Get a Financial IT Leadership Assessment
Is your bank or credit union struggling with outdated systems, audit stress, or data silos?
Let’s uncover how technology leadership can reduce compliance burden, improve data flow, and elevate member experience.
or call 206-340-1616
IT Leadership
Communication solutions that are dependable and effective, such as VoIP systems, unified communication platforms, and seamless integration with your company’s processes.
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IT Support
Comprehensive and quick support for all your information technology needs, enabling smooth operations and speedy issue resolution.
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Cyber Security Services
Strong defense against online dangers, including data encryption, firewall configuration, antivirus software, and proactive monitoring.
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Network Management
Professional administration of your network infrastructure and business process automation. This ensures maximizing efficiency, assuring dependability, and improving the connection to business success.
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Cloud Solutions
Software solutions for data storage, collaboration, and scalability that are specifically designed for cloud services, offer flexibility and accessibility from anywhere.
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Business Process Automation
Communication solutions that are dependable and effective, such as VoIP systems, unified communication platforms, and seamless integration with your company’s processes.
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IT Project Management
From Cybersecurity Incident Response to System Integration, Succurri offers IT project management services for your most complex IT projects so you can stay focused on running your business.
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AI Consulting Services
Artificial Intelligence (AI) is no longer a buzzword—it’s a practical, transformative force for businesses across every industry.
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Compliance as a Service
Compliance is no longer optional—it’s critical. Stay ahead of required audits and avoid losing those big government contracts.
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Technology Integrations
Succurri and our sister company MSP Interfaces specialize in secure system integrations across financial platforms, including:
- Core Banking & Loan Origination Systems (Fiserv, Symitar, Jack Henry, MeridianLink)
- CRM & Member Management Systems (Salesforce, HubSpot, Creatio)
- Compliance & Risk Platforms (Smartsheet, Hyperproof, LogicGate)
- Secure Cloud Backup & Disaster Recovery
- Cybersecurity & Threat Detection Tools (Sophos, SentinelOne, ConnectWise SIEM)
- Secure Remote Access & MFA Solutions
Our team includes CISSP-certified professionals who understand both the technology stack and the regulatory environment that governs financial institutions.
Microsoft 365
Comprehensive suite of Office tools for collaboration and efficiency.
Redtail
CRM tailored for financial advisors to deepen client relationships.
eMoney
Simplified credit card processing solutions for financial services.
Intuit
Trusted accounting and tax preparation software.
Orion
Financial software for global accounting and reporting.
Entreda
Analyzes device security for financial firms to enforce best practices.
Smarsh
Unified compliance and e-discovery workflows for digital communications.
Citrix
Virtualization software enabling secure remote work for financial professionals.
Local IT Expertise
Succurri supports financial institutions across the Pacific Northwest and beyond, with local teams in:
We know your local regulatory environment, your member expectations, and the operational realities of running community financial institutions.
Why Succurri
What Makes Succurri Different?
Process and Execution of Comprehensive IT Leadership
Succurri’s service model is built on three pillars:
This framework gives financial leaders the confidence to operate efficiently and securely while focusing on what matters most—serving their members and clients.
Areas We Serve
We provide Financial IT Services across the U.S., with strong local support in:
- Everett
- Seattle
- Mesa
- Lynnwood
- Redmond
- Phoenix
- Kalispell
- Bellevue
- Kirkland
Resources
Frequently Asked Questions
What makes Succurri different from other financial IT service providers?
We provide leadership—not just support. Our vCIOs and vCISOs help align technology decisions with compliance, security, and growth strategies.
Do you work with both banks and credit unions?
Yes. Our expertise spans local banks, regional financial institutions, and credit unions of all sizes.
Can Succurri help with IT compliance audits?
Absolutely. We assist with documentation, policy creation, and system audits for FFIEC, NCUA, GLBA, PCI DSS, and related frameworks.
What if my institution has limited internal IT staff?
We complement your team with full-service support, from IT management and cybersecurity to automation and process planning.
