Connect With Us At Upcoming Events!

Case Studies


We’re happy to share examples of how we’ve helped our clients be successful in achieving their goals. You may find their situations similar to what you encounter on the job each day. Search through our featured case studies and chose the type of financial institution you’re interested in learning more about. After reviewing these case studies, let us know if you have any questions or wish to learn more. We’re standing by, ready to help your institution experience similar results.

Banking & Credit Union Case Studies

Type of Project
Dane County Credit Union

SECOND GO-ROUND LEADS TO EVEN GREATER RESULTS Initially, after implementing JMFA's fully disclosed overdraft solution and experiencing positive results, Dane County Credit Union decided they ...

Read More
Cross Valley Federal Credit Union

Review of card brand vendor contracts can help to pay for costly updates The task of re-evaluating credit and debit card agreements alone is a challenging task. ...

Read More
Riverfront Federal Credit Union

Credit union sees improvements in staff training, member communications and revenue after re-engaging with JMFA OVERDRAFT PRIVILEGE® Riverfront Federal Credit Union was established in 1948, ...

Read More
Government Printing Office FCU

State: MD VA

With COVID-19 wreaking havoc on operations, Government Printing Office Federal Credit Union needed to maximize its resources. With JMFA as their trusted partner for successful vendor contract negotiations and overdraft program consulting the credit union has secured vital savings and peace of mind.

Read More
Plus4 Credit Union – Overdraft Program Consulting

State: TX

Providing reliable, affordable solutions to help members accomplish their financial goals has been a hallmark of Plus4 Credit Union for 90 years. As Plus4 continues its legacy of doing the right thing for its members, learn how the responsible practices and on-going consulting support of JMFA NEXT GENERATION OVERDRAFT PRIVILEGE™ are helping it build stronger relationships and business growth opportunities through attention to detail in regard to compliance, technology, communications and employee education.

Read More
First Century Bank – Overdraft Program Consulting

State: TN

Maintaining a partnership with an overdraft program provider that offers a proven track record of compliance expertise helps keep your financial institution on the right side of regulations. Discover how First Century Bank elevated its employees’ overdraft program knowledge, increased its program tracking capabilities, improved customer communications and enhanced its overall quality of service.

Read More
River Valley Credit Union – Overdraft Program Consulting

State: MI

After turning to JMFA OVERDRAFT PRIVILEGE® to counter the impact low-interest rates were having on its performance, River Valley Credit Union experienced successful revenue results. So much so, that credit union leaders decided to maintain the program internally — with the help of existing core provider software. But before long, they realized something was missing. Learn how the program’s results bounced back — above and beyond expectations — after the credit union renewed its connection with JMFA’s expert advice, advanced technology resources and on-going support.

Read More
Baton Rouge Telco FCU – Vendor Contract Negotiations

State: LA

Reluctant to hire a third-party for something they’ve historically done themselves, Baton Rouge Telco Federal Credit Union was initially skeptical when they heard a glowing recommendation for JMFA Contract Optimizer from a nearby credit union. But after three contract negotiations totaling more than $3.2 million in total savings, they became believers.

Read More
The Bank of Marion – Overdraft Program Consulting

State: VA

After a successful five years on JMFA OVERDRAFT PRIVILEGE®, The Bank of Marion saw no reason not to renew its contract with JMFA. Between the excellent service after the sale, including ongoing monitoring, compliance assistance, and educational opportunities offered by JMFA, the bank has enjoyed numerous benefits while offering its account holders a valuable, fully disclosed service.

Read More


Sign Up Here