Credit Union IAM Case Study

Automating Identity Lifecycle Management for a Financial Institution

Organization Profile

A California-based non-profit financial cooperative serving more than 225,000 members and managing approximately $4.7 billion in assets. The organization operates a diverse portfolio of financial services including personal banking, lending, investment services, and business banking.

A California-based credit union partnered with Presidium Solutions to modernize its Identity and Access Management program. Manual onboarding and offboarding processes were creating operational inefficiencies and compliance risks. Presidium delivered a scalable IAM solution that automated lifecycle management and strengthened security controls across the enterprise.

The Challenge

As the organization expanded its application footprint across both cloud and on-premises environments, identity management processes became increasingly complex.

Key challenges included:

Manual provisioning and de-provisioning of access
HR notifying multiple IT teams of lifecycle changes
Delays in removing access upon termination
Increased risk due to inconsistent access controls
Administrative burden across application owners

Given the sensitive nature of financial systems, timely and accurate access management was critical for both compliance and security.

The Solution

Presidium Solutions conducted stakeholder discovery across HR, IT, security, and business units to document lifecycle workflows and application requirements.

After evaluating platform capabilities and total cost of ownership, the organization expanded its existing identity platform to include Lifecycle Management and Workflow modules.

The implemented solution included:

HR system integration as the source of identity truth
Automated joiner, mover, and leaver workflows
Birthright role assignment based on HR attributes
Provisioning to Active Directory, O365, and Salesforce
Automated license assignment
Real-time de-provisioning upon termination
Notification workflows tied to lifecycle events

Results & Impact

The new IAM framework delivered measurable improvements:

Immediate access removal upon termination
Faster onboarding and first-day productivity
Reduced administrative overhead
Improved data integrity across systems
Enhanced audit readiness and compliance posture
Increased ROI on existing IAM investment

By automating lifecycle management and centralizing identity governance, the organization established a scalable foundation for future application onboarding and enterprise growth.

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Let’s Strengthen Your Identity Security Program

Whether you are beginning your journey, looking to expand your program, or struggling with a current implementation, we provide the expertise to move your security objectives forward with confidence.

info@presidiumllc.com