Case Study: Point West Credit Union Meets Federal Regulations

with Smarsh Web Archiving

THE ARCHIVING PLATFORM

COMPANY PROFILE The third-oldest credit union in Oregon, Point West is a not-

for-profit, member–owned financial institution. A federally insured organization, Point West must be able to

reproduce any given page from its corporate website on any given day over a three-year period, as mandated by the National Credit Union Administration (NCUA) and the Federal Financial Institutions Examination Council (FFIEC).

SUCCESS STORY THE ARCHIVING PLATFORM

THE CHALLENGE The legacy method of tracking changes to the website in

Excel was a huge resource burden on the organization. Point West needed a better solution to meet rules set forth

by governing bodies to save time and provide compliance peace of mind.

SUCCESS STORY THE ARCHIVING PLATFORM

THE SOLUTION Smarsh Web Archiving– faster, smarter search and easy

reproduction of websites, including interactive features. Smarsh

Trusted compliance and e-discovery solutions provider with deep understanding of records retention and regulatory requirements.

Cloud-based solution reduces burden on IT resources. Engaged and responsive customer service.

SUCCESS STORY THE ARCHIVING PLATFORM

SUCCESS STORY Point West now can meet regulations in regards to website

guidance with significant time savings. Data is archived and accessible when needed, such as in the

case of a regulatory audit. Daily reports are sent alerting staff of website updates and

changes. Users can access the archive and navigate interactively

between pages on any historical day – allowing the staff easy access to information without digging through manual excel archives.

SUCCESS STORY THE ARCHIVING PLATFORM

“The work we would have to go through in a case where

someone asked us to produce something that we couldn’t produce would be astronomical. Knowing that

the data is there, and we don’t have to worry about it

is just priceless.”

“We may be small, but we have the same expectations as credit unions 10x, 100x our size, all the way up to large national banks. We have to meet those same

requirements.

Steve PagenstecherVP Member Experience, Point West Credit Union

SUCCESS STORY THE ARCHIVING PLATFORM

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