24+
Embedded Calculators
20
Financial Goal Guides
14+
Education Coaches
100%
Spanish Translation
AA
WCAG Compliant
The Project
Westmark Credit Union serves 82,000+ members across 15 branches in Idaho with $1.6 billion in assets — but their previous website platform was unreliable and creating real operational problems. Members who needed basic tools like loan calculators were redirected to third-party sites. Staff couldn't update content without developer help. The site didn't reflect Westmark's investment in its communities or the quality of its member services.
Avtec migrated Westmark to a stable, secure infrastructure and rebuilt the digital experience from the ground up. The new site runs on Avtec CMS, giving marketing staff full control over rates, promotions, and page content without submitting tickets. We embedded 24+ Financial Calculators directly on-site, built a custom Financial Goals Engine covering 20 life goals, and integrated 14+ Banzai financial education coaches — all accessible without leaving westmark.org.
Avtec also integrated Westmark's third-party platforms into a cohesive experience: MeridianLink for online loan applications, Alkami for digital banking, and Glia for live chat and co-browsing. The entire site is automatically translated into Spanish, expanding accessibility for Idaho's growing Spanish-speaking population. An ADA Compliance Widget provides on-demand accessibility adjustments for members with visual, motor, or cognitive needs.
Today, Westmark's website functions as a self-service digital branch. Members find answers, compare products, plan financial goals, and start applications on-site. Staff publish updates in minutes. The site runs on Avtec's Secure Hosting with 24/7 monitoring, and meets WCAG AA accessibility standards.
"Oh the new hero banner looks so good and I think all the changes look fantastic! We have received so many amazing praises about the new site. Thank you so much again! You're the best, thank you!"
Heather McMillan
SVP of Marketing, Westmark Credit Union
"Thank you for your excellent help and support this week in moving our troubled website to your system. Your abilities, concern, and prompt actions truly helped us in a tight situation. Based on your actions, it appears we made the best decision in picking Avtec as a long term business partner for web services."
Bryant Nielson
Chief Information Officer, Westmark Credit Union
What We Built
Platform & Custom Features
Financial Calculators
Members were bouncing to third-party calculator sites for basic questions like "What's my car payment?" Avtec embedded 24+ calculators directly on-site so members get instant answers without ever leaving.
- 7 mortgage/home calculators, 4 auto calculators, 5 savings/investing tools, 4 debt/credit tools, plus budgeting, student loan, and cost-of-living calculators
- Contextual placement — auto calculator appears on the auto loan page, mortgage calculator on mortgage pages
- Mobile-optimized with real-time results and no page reloads
Financial Goals Engine
Most credit union sites list products. Westmark's site helps members figure out which products they actually need — starting with the goal, not the product.
- 20 life goals: buy a home, get out of debt, build credit, save for retirement, grow a family, and more
- Each goal includes 6 built-in calculators, 100+ FAQs, 10+ detailed guide sections, and interactive action checklists
- Contextual CTAs connect goal completion to relevant Westmark products and applications
Account Switch Kit
Switching banks is the biggest friction point in member acquisition. Most credit unions hand members a PDF checklist. Westmark's interactive Switch Kit removes that barrier entirely.
- 3-step guided wizard: open account, track transfers, close old bank
- Generates pre-filled direct deposit and ACH authorization forms
- Progress tracking so members can pick up where they left off
Avtec CMS & Financial Education
Westmark's marketing team needed to update rates, promotions, and content without waiting on a developer — and they needed a way to deliver financial education at scale.
- Staff update rates, product pages, and promotions independently through Avtec CMS
- 14+ Banzai guided coaches: budgeting, debt payoff, credit building, FAFSA, scam detection, retirement readiness
- Tabbed product pages (Overview, Rates, Resources, FAQ) for organized product discovery
BranchLocator
Members across Idaho need to find the nearest branch, check hours, or confirm services — without calling. Westmark's BranchLocator makes that instant.
- Interactive map with all 15 Idaho branches, each showing hours, phone, address, and available services
- Filter by 24hr ATM, drive-thru, Saturday hours, or wheelchair accessible
- One-tap directions, street view, and direct contact from each branch card
- "Use My Location" geolocation for instant nearest-branch results
Everything Included
Features & Integrations
Avtec CMS
Staff-managed content, rates & promotions
Financial Calculators
24+ embedded tools across 7 categories
Financial Goals Engine
20 life goals with action plans & calculators
Account Switch Kit
Interactive wizard with pre-filled forms
MeridianLink
Online loan applications & account opening
Alkami
Digital banking & mobile app integration
Glia
Live chat, video & co-browsing support
Spanish Translation
Full automatic site translation
ADA Compliance
On-demand accessibility adjustments
Banzai Education
14+ guided financial coaches
BranchLocator
15 Idaho branches with map & hours
Member Reviews
Capture & display member testimonials
Secure Hosting
Managed, monitored & SSL-protected
Security & Monitoring
24/7 automated threat detection
SEO & AI Search
Search optimization & site search
AppSecure
Secure member forms & applications
Mobile Experience
Every Tool Works on Every Screen
Idaho members check balances on their phone at the feed store, compare loan rates on a tablet at the kitchen table, and start applications from their laptop at work. Every feature — calculators, goals, switch kit, branch locator — adapts to the screen.
- Mobile-optimized calculator inputs with touch-friendly controls
- Quick-access sidebar with Applications, Car Loans, Locations, and Lost Card
- Digital banking login accessible from every page
- BranchLocator with directions, hours, and services for all 15 branches
The Transformation
Before & After Avtec
Before
- Unstable platform creating operational emergencies
- Members redirected to third-party sites for calculators and tools
- Content updates required developer involvement and wait times
- No self-service financial planning or goal-setting tools
- No Spanish-language support for Idaho's growing bilingual population
- Disconnected third-party systems (lending, banking, chat) with no unified experience
After Avtec
- Stable, managed infrastructure on Avtec Secure Hosting
- 24+ Financial Calculators embedded on-site — zero redirects
- Staff manage all content through Avtec CMS — no tickets, no waiting
- Full automatic Spanish translation of the entire website
- MeridianLink, Alkami, and Glia integrated so members move between loan applications, digital banking, and live chat without logging in twice
- ADA Widget + WCAG AA compliance across all pages
Accessibility & Language
- WCAG AA compliance across all pages
- ADA Widget for on-demand font, contrast, cursor, and navigation adjustments
- Full automatic Spanish translation — every page, every tool, every form
- Keyboard-navigable menus, forms, and interactive tools
Hosting & Security
- Managed Secure Hosting with SSL and DDoS protection
- 24/7 Security & Monitoring with automated threat detection
- Automated Backups & Recovery with point-in-time restore
Results & Impact
What This Means for Westmark
On-Site Engagement
Members stay on westmark.org with 24+ integrated calculators and tools. No more bouncing to third-party sites for basic financial questions.
Marketing Autonomy
Staff update rates, promotions, and content through Avtec CMS in minutes — without submitting tickets or waiting on developers.
Member Acquisition
The Account Switch Kit removes the biggest friction point in switching banks — generating pre-filled forms and tracking every step of the transition.
Platform Stability
Managed hosting, 24/7 monitoring, and automated backups replaced an unreliable platform that was creating operational emergencies.
Common Questions
About This Project
Avtec replaced Westmark's failing website platform with a self-service digital branch serving 82,000+ members. The project included 24+ embedded Financial Calculators, a custom Financial Goals Engine with 20 life goals, an interactive Account Switch Kit, BranchLocator for 15 Idaho locations, 14+ Banzai education coaches, MeridianLink and Alkami integrations, Glia live chat, full Spanish translation, and the Avtec CMS for staff-managed content.
Avtec migrates the entire site to its managed Secure Hosting infrastructure with 24/7 monitoring, automated backups, and SSL protection — then rebuilds the digital experience on Avtec CMS. Westmark's previous platform was creating operational emergencies; Avtec stabilized the environment first, then delivered a complete redesign without service interruption to members.
Yes. Avtec built Westmark a Financial Goals Engine that starts with the member's goal — buying a home, getting out of debt, saving for retirement — and guides them through calculators, checklists, and educational content before connecting them to the right product. Most credit union websites list products; Westmark's helps members figure out which ones they actually need.
Avtec embedded 24+ financial calculators on Westmark's website covering mortgage, auto, savings, debt payoff, retirement, HELOC, budgeting, and more. Each calculator is placed contextually — the auto loan calculator appears on the auto loan page, the mortgage calculator on mortgage pages — so members get instant answers without leaving the site.
Yes. Westmark's entire website — every page, tool, form, and calculator — is automatically translated into Spanish. This expanded accessibility for Idaho's growing Spanish-speaking population without requiring Westmark's staff to maintain duplicate content or manage a separate Spanish site.
Avtec integrated the platforms Westmark already runs into a unified website experience: MeridianLink for online lending and account opening, Alkami for digital banking and mobile app access, Glia for live chat, video banking, and co-browsing, plus Banzai for financial education coaching — all without redirecting members to third-party sites.
Ready for a redesign like Westmark's?
Tell us about your credit union, your members, and what's not working on your current site. We'll tell you if Avtec is the right fit — and what a realistic timeline and budget look like.