Credit unions
Member communications that sound like the credit union.
Optria produces member statements, notices, and tax documents from Symitar, DNA, Portico, CU*BASE, and connected system data.
15+ YearsAVERAGE CLIENT RELATIONSHIP
$300M-$40BINSTITUTION ASSET RANGE
20+ YearsBANKING DATA EXPERTISE
SOC 2SECURITY CONTROLS
What credit unions bring us
Member-owned institutions have different pressure points.
01
Member experience
The statement is one of the most frequent contacts a member has with the credit union, and it should reflect that.
02
Consolidated member statements
Share, draft, loan, and certificate activity presented in one document a member can actually read.
03
Small operations teams
Production, postal work, and vendor coordination that would otherwise sit on two or three people.
04
Education over selling
Message rules can carry member education, digital enrollment, and eligibility information rather than generic promotion.
FIRST COMMUNITY
STATEMENT OF ACCOUNT
Beginning balance$3,080.00
Deposits and credits$1,240.00
Withdrawals and debits$101.14
Interest paid$0.00
Ending balance$4,218.86
CD maturing September 14. Your 12-month certificate renews automatically unless you contact the branch. Current 13-month rate: 4.15% APY.
DOCUMENTS
Statement · July 2026PDF
Statement · June 2026PDF
1099-INT · 2025PDF
Annual privacy noticePDF
Email notification sent Aug 3, 7:02 AM. Delivered. Opened Aug 3, 8:41 AM.
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