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. |
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| Enhanced security posture – Protect sensitive financial and member data with layered cybersecurity. |
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| 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) |
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| Legacy systems that limit integration and scalability |
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| Rising cyber threats targeting financial institutions |
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| Inefficient workflows between departments and applications |
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| 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A mid-sized credit union with 20,000 members faced outdated systems, slow loan processing, and rising compliance costs.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 |
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| Automated compliance reporting and document retention |
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| Delivered ongoing vCIO guidance and team training |
Results:
| 40% faster loan processing | |
| 2x quicker audit readiness |
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| 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
05/29/2026
Andy kept trying different approaches to get the second monitor working.
05/29/2026
Five stars! Had a weird uploading problem and Cooper helped me get to the bottom of it. Thank you!
05/29/2026
AMAZING AS ALWAYS!
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...
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...
05/27/2026
FANTASTIC
05/26/2026
I approve a raise!!!
05/26/2026
Well done
05/23/2026
As always, Brenda did a great job. Chase went out of his way to make sure everything worked properly. Much appreciated.
05/22/2026
Amazing!
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!
05/19/2026
Answered my question about whether to trust a suspicious email.
05/18/2026
Megan always makes things super easy!
05/18/2026
Amazing! Wonderful! A Blessing! Thank God for Cooper!
05/18/2026
Derek went above and beyond to get my issues resolved!
05/14/2026
Excellent. Thank you for checking our certificates.
05/14/2026
very helpful!
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!
05/13/2026
Everyone is so fabulous
05/08/2026
Thank you!
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

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.
Cyber Security Services
Strong defense against online dangers, including data encryption, firewall configuration, antivirus software, and proactive monitoring.
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.
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.
Compliance as a Service
Compliance is no longer optional—it's critical. Stay ahead of required audits and avoid losing those big government contracts.
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 |
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| Cybersecurity & Threat Detection Tools (Sophos, SentinelOne, ConnectWise SIEM) |
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| 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.
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.
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
Frequently Asked Questions
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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.
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Do you work with both banks and credit unions?
Yes. Our expertise spans local banks, regional financial institutions, and credit unions of all sizes.
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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.
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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.
3 min read
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Succurri: Oct 16, 2025
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IT Strategic Planning Guide: Avoid the Top 10 IT Mistakes SMBs Make
Andrew Eckstrom: Oct 10, 2025
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