All In Credit Union Secure File Exchange Implementation

This case study outlines the implementation of SendSafely at All In Credit Union, a financial institution serving 197,000 members. The document details the challenges faced in secure data exchange, particularly regarding the processing of loan and insurance information while complying with GLBA and NIST 800-53 regulations. Prior solutions caused delays in GAP insurance claims and complicated compliance processes. The adoption of SendSafely improved operational efficiency by enabling secure email and file exchange, facilitating real-time document collection through Dropzones, and streamlining GAP insurance claims processing. The integration with Outlook and the use of APIs allowed for customization and enhanced compliance. As a result, the time taken to resolve GAP insurance claims was reduced from 2-3 months to less than one week, significantly improving member experience and operational workflow. The case study emphasizes the importance of secure communication in the financial sector and the tangible benefits of implementing SendSafely.