Case Study

Member Driven Technologies (MDT)

Empowering Credit Unions with a Secure, Mobile-First Client Portal.

Member Driven Technologies (MDT) is a Credit Union Service Organization (CUSO) that has been providing secure, integrated technology solutions to credit unions since 2003.

As credit unions increasingly seek digital solutions to streamline operations and enhance member services, MDT needed a centralized, secure platform that would provide seamless access to essential tools while improving workflow efficiency.

To achieve this, MDT partnered with Symphonize to develop a mobile-first client portal that consolidates key functionalities into a single, user-friendly interface.

Our Solution: A Secure, Mobile-First Client Portal

Symphonize collaborated with MDT to design and develop the MDT Client Portal, a centralized platform that simplifies operations and enhances service delivery for credit unions. By integrating multiple third-party tools into one cohesive system, the portal eliminates the need for users to navigate multiple platforms, improving efficiency and user experience.
Zendesk Integration: Replicated Zendesk’s web functionality, allowing credit unions to submit and track customer service tickets directly within the portal.
Atlassian Statuspage Integration: Provided real-time visibility into the status of applications and services, ensuring transparent communication during system downtime.
Secure Access Management: Leveraged Active Directory FS for streamlined authentication, enabling secure access to tools and resources.
Mobile-First Design: Developed a fully responsive platform optimized for mobile use, ensuring accessibility anytime, anywhere.
Comprehensive User Experience: Integrated system statuses, support resources, and community forums into a single interface, enhancing engagement and operational efficiency.

Integrated Support System

Enabled seamless Zendesk ticketing functionality, allowing credit unions to manage customer service interactions within the portal.

Real-Time Service Monitoring

Incorporated Atlassian Statuspage to provide real-time updates on system performance and service availability.

Secure, Single Sign-On Access Anywhere

Implemented Active Directory FS for seamless single sign-on authentication, ensuring secure and efficient access to essential tools and resources. The mobile-first design allows users to manage workflows and access critical resources on the go.

A Digital Experience That Strengthens Brand Presence and Industry Influence

The MDT Client Portal has transformed how credit unions manage their daily operations, providing a centralized, mobile-first experience that simplifies access to essential tools. Users have praised the intuitive design and functionality, highlighting the convenience of consolidating Zendesk, Statuspage, and authentication tools into a single platform.

MDT leadership recognizes the portal as a key milestone in advancing their vision for secure, innovative technology solutions as outlined in their Press Release. The successful launch has strengthened MDT’s market position, reinforcing its commitment to empowering credit unions with cutting-edge digital solutions that enhance both efficiency and member service.
Mobile Friendly
Intuitive design
Seamless integration
“Our cloud-based app empowers credit unions with the tools and connectivity they need to solve problems and communicate whenever and wherever they might be, ultimately helping them boost efficiencies and better serve members.”
Jennifer Lee,
VP of Software & Data Services for MDT

We deliver solutions to:

Patricia Campbell, Chief Operating Officer.
Christian Financial Credit Union
"The Symphonize team is amazing! Their ideas and designs for our website are truly exceptional, and they consistently follow through on delivery. With their flexible, collaborative approach, they are a pleasure to work with, and we just love the end result."
Sean Johnston, Senior Vice President - Operations and Technology.
Huntington National Bank
"The Symphonize team makes it so much easier! They can see through the complexity and the outliers to pull together an elegant solution that makes a complex product more intuitive. The team is always great to work with, challenging us when needed and helping us see beyond our requirements. We’ve been thrilled with the results so far and look forward to what the future will bring."
Ed Rose, CEO.
Paqqets
"Symphonize brings the expertise we need to make good decisions and stay calibrated. Our teams work together seamlessly. If you sat in on a working session, it would be hard to tell the Symphonize folks from my team. They have a seat at the table for every important decision."
David Jones, CIO.
Meridian Medical Management
"Symphonize is a one-stop shop that supports us at every stage: from whiteboarding to architecture to development to implementation. They know what the market is doing and reliably guide us to next generation technologies that will put us ahead of our competition."
Fady Zoweil, VP of Professional Services.
Thales Group
"The Symphonize Solution Architects and development team are excellent. We can assign tough tasks and know they will do them right without creating complexity or delays. I trust Symphonize to deliver on our commitment and achieve our customer’s goals because they've been doing it for 8 years now."
Terry Leahy, CEO.
Meridian Medical Management
"We have been successfully partnering with Symphonize for many years on a broad variety of technologies and product roadmaps. From Big Data analytics product development to rapid development and deployment of RPA, Symphonize has been our key strategic relationship. Their team functions seamlessly as an extension of our product management teams, which has enabled us to dramatically increase release velocity and quality simultaneously."
Let us orchestrate your next digital transformation.
Our unified teams will harmonize integrity and technical excellence to create data-driven, cloud-centric, and user-focused solutions that resonate.
BOOK A FREE CONSULT