CU 2.0 Credit Union Fintech Friday: Project Finance

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Project Finance to discuss all things credit union, fintech, and digital innovation.

The reality is that most people are not very good at financial planning. Most of that stems from making poor financial decision, or not knowing which financial decisions to make.

Project Finance endeavors to change that by helping people better understand their money. Through machine learning and predictive analytics, they can learn a user’s financial situation and habits. After that stage is complete, Project Finance helps users figure out where and how to best allocate money to ensure a healthy future.

Project Finance goes a step beyond other financial advice apps by encouraging more proactive habits. Instead of asking users to define their own financial goals—which are often lenient, underinformed, or unrealistic—the software tells you which bills to pay when, which debt to pay off first, and how much to invest.

As Project Finance’s CEO Colby Ross explains, “Our software will identify, optimize, and then automate your financial decision-making process.”

If this sounds like an intriguing credit union–fintech partnership, check out the video and Project Finance snapshot below!

Credit Union Fintech Snapshot: Project Finance

Top 3 Problems Solved

  1. Financial counseling
  2. Financial planning
  3. Retirement saving

Project Finance Founder: Colby Ross

Project Finance Market Strategy

Credit unions, community banks, and banks.

Credit Union Fintech: Project Finance in the News

An interview with CEO Colby Ross

Project Finance featured on Finovate

Interested in seeing more fintech entrepreneurship? Check out the CU 2.0 fintech infographic, Death by 1,000 Cuts. You can see firsthand the impact fintechs have had on the credit union industry, as well as how fintech innovation can improve your income statement, balance sheet, interest margin, services, and more.

Credit Union 2.0 believes fully in the power of credit union and fintech partnerships. With the shared goal to redefine multifaceted financial services models look like to members, more credit unions are looking to partner with forward-leaning fintechs.

If you want to learn more about credit union–fintech partnerships, click here.

Check out other podcasts in the series here!