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
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.

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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.

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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.

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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.

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Cornerstone Community Federal Credit Union – Vendor Contract Negotiations

State: NY

Having nearly 15 years of success as a JMFA OVERDRAFT PRIVILEGE® client, Cornerstone Community Federal Credit Union turned to JMFA for assistance in negotiating its soon-to-renew card processing and bill pay agreement. With more than $500,000 in annual savings found, the only thing the credit union regretted was not reaching out sooner.

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