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

 

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.

 

office workspace with advanced technology enhance efficiency for Financial IT Services
businesswoman showing graph on a digital tablet with Financial IT Solution

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.

businessman analyzing market data using IT Financial Solution

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A mid-sized credit union with 20,000 members faced outdated systems, slow loan processing, and rising compliance costs.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

What Our Clients Are Saying

Jay J
05/29/2026


Andy kept trying different approaches to get the second monitor working.
Tim H
05/29/2026


Five stars! Had a weird uploading problem and Cooper helped me get to the bottom of it. Thank you!
Lily S
05/29/2026


AMAZING AS ALWAYS!
Anna B
05/28/2026


Thank you, Miles, for taking my call so quickly, so I could take care of my issue with my QuickBooks rep still on the other line. Thank you, Taylor, for recognizing that my call was urgent... 
Meg F
05/27/2026


was very off—Canva.com as inaccessible. And I needed to use it right away to create an Org chart. Thanks to Brenda and Cooper, I'm up and running and will be able to get it prepared for our project team. Yay! Great support from...
Rose W
05/27/2026


FANTASTIC
Nancy E
05/26/2026


I approve a raise!!!
Scott M
05/26/2026


Well done
Caryl J
05/23/2026


As always, Brenda did a great job. Chase went out of his way to make sure everything worked properly. Much appreciated.
Mary A
05/22/2026


Amazing!
Dessie S
05/21/2026


Quick attention to my issue, was resolved right away and kept informed as to when someone will be able to get to it. Excellent support!
Meg F
05/19/2026


Answered my question about whether to trust a suspicious email.
Sara J
05/18/2026


Megan always makes things super easy!
Tracey J
05/18/2026


Amazing! Wonderful! A Blessing! Thank God for Cooper!
Lisa R
05/18/2026


Derek went above and beyond to get my issues resolved!
Rick B
05/14/2026


Excellent. Thank you for checking our certificates.
Mary A
05/14/2026


very helpful!
Elizabeth M
05/13/2026


I so appreciate the professionalism and help from Derek over getting our issue resolved. Y'all are wonderful, thank you so very much!
Jennifer H
05/13/2026


Everyone is so fabulous
Tighe T
05/08/2026


Thank you!
Dan B
05/07/2026


thanks

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.

Book My Assessment or call 206-340-1616

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IT Support

Comprehensive and quick support for all your information technology needs, enabling smooth operations and speedy issue resolutions.

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IT Leadership

Executive-level IT strategy and vCIO guidance that aligns your technology with business goals—covering budgeting, roadmaps, and proactive planning so IT drives growth instead of slowing it down.

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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

Streamline repetitive, manual workflows by connecting your systems and automating routine tasks—reducing errors, saving time, and freeing your team to focus on higher-value work.

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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.

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Redtail

CRM tailored for financial advisors to deepen client relationships.

eMoney

Industry-leading financial planning software dedicated to helping people talk about money.

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.

Microsoft 365

Comprehensive suite of Office tools for collaboration and efficiency.

Local IT Expertise_

Succurri supports financial institutions across the Pacific Northwest and beyond, with local teams in:

Everett, WA
 Phoenix, AZ
Kalispell, MT


We know your local regulatory environment, your member expectations, and the operational realities of running community financial institutions.

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WHY SUCCURRI

What Makes Succurri Different?_

Process and execution of Comprehensive IT Leadership

Succurri’s service model is built on three pillars:

Financial Systems Integration & Process Automation

We unify your banking platforms to reduce  redundancy, accelerate workflows, and create better member experiences.

 

Proactive Technology & Compliance Management

Our leadership approach includes forecasting IT expenses, managing lifecycle updates, and maintaining year-round audit readiness.

Comprehensive Service & Security Solutions

From 24/7 helpdesk support to CISO-level security oversight, we ensure your team is empowered, not overwhelmed.

Areas We Serve

  Everett   Phoenix   Seattle
  Kalispell   Lynnwood   Bellevue
  Mesa   Redmond   Kirkland

 

RESOURCES

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Call us to schedule a chat_

Our experts are ready to support your company with its IT needs

Everett Office Open 8AM-5PM 206-340-1616

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