SchoolsFirst FCU Drove User Adoption with Stave

Digital transformation brings a twenty-first century experience to credit union members using Stave PortalMax

SchoolsFirst FCU was founded in 1934 as Orange County Teachers Credit Union, when 126 school employees pooled $1,200 and established a financial institution to help improve each other’s lives. Today, with more than 40 branch locations and hundreds of ATMs, SchoolsFirst FCU stands as a beacon of financial security for its employees and their families.


In their ongoing drive to provide excellent service, the credit union launched a project to modernize the self-service experience for their members. The solution had to not only be attractive, it needed to be functional.


SchoolsFirst FCU established several requirements for the solutions that would be deployed. It must be mobile-friendly, have a modern, natural interface, and be able to scale to other departments.


After evaluating several alternatives, SchoolsFirst FCU selected Stave’s PortalMax app powered by the ServiceNow® platform. Stave’s PortalMax offers ServiceNow® customers an instant turn-key and mobile-ready self-service portal. Pre-designed templates offer multiple themes and design widgets to ensure your team gets the look they desire, in minutes not months. With mobility as a critical component of PortalMax, each portal utilizes responsive design elements to ensure optimum viewing on any screen size. Mobile phones, tablets, laptops, and monitors render perfectly.


The elapsed time to complete requirements definition, design, installation, testing, and launch the mobile responsive portal was less than four weeks.

Key Highlights

  • Increased User Adoption: Mobile-friendly, approachable portal turned customers into brand ambassadors and increased user adoption by 30 percent.
  • Reduced Phone Incidents: Simplified digital access led to a 30 percent reduction in phone support tickets, reducing costs and satisfying members.
  • Fast Implementation: Fully-implemented and functional portal delivered in less than a month.

Products Aligned


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