TerraStrat specializes in predictive modeling to help credit unions make data-driven decisions about branch and ATM placement. By leveraging advanced data science, TerraStrat enables credit unions to optimize their physical presence, ensuring branches and ATMs are located where they will have the greatest impact on profitability and member satisfaction. TerraStrat’s platform provides actionable insights into […]
Nook is a CUSO that helps credit unions deepen member relationships by fostering engagement outside of traditional banking products. With a focus on building connections through members’ interests, Nook allows credit unions to engage their communities in meaningful, non-banking ways—offering a platform where they can “sell without selling.” Through Nook’s platform, credit unions can connect […]
ModernFi is a fintech that supports credit unions in growing deposits and strengthening member relationships by providing accounts with extended NCUA insurance coverage. By addressing the needs of large-value depositors, ModernFi’s solutions help credit unions attract and retain high-value members, creating a win-win for institutions and their communities. Recently forming a Credit Union Service Organization […]
Guac helps credit unions strengthen relationships with their members by simplifying and automating savings. Designed to drive deposits and improve member engagement, Guac enables members to save toward specific goals by automatically setting aside a portion of their spending transactions. This approach makes saving effortless and aligns with the credit union mission of fostering financial […]
Woop doesn’t sell insurance to credit unions—they improve member engagement through insurance verification and their dashboard. They keep members connected to the credit union and their financial futures with a consultative, long-term approach to insurance. Woop Insurance offers a comprehensive platform that integrates insurance services into credit union operations, enhancing member experience and streamlining compliance. […]
Starlight is a fintech that partners with credit unions to connect members with underutilized financial assistance programs, helping communities save and thrive. Using AI technology, Starlight identifies eligibility for public benefits, grants, and other financial aid programs that can alleviate burdens for members struggling to make ends meet. Research shows that billions of dollars in […]
Ribbon is a platform designed to help credit unions manage the accounts of aging members and navigate the complexities that arise when a member passes away. By offering solutions that address these sensitive lifestage events, Ribbon assists credit unions in reducing financial losses from dormant or deceased accounts. Importantly, the platform also facilitates the process […]
UPTIQ provides credit unions with a platform that connects members to personalized financial advice and investment solutions, bridging the gap between traditional banking services and financial planning. Their approach allows for “memberization,” which helps credit unions bring in new High-Net-Worth members from their community. They also offer customized financial advice to members, making wealth management […]
Calque offers credit unions a straightforward “buy-before-you-sell” mortgage solution called the Trade-In Mortgage™. This program is designed to help homeowners secure a new property before selling their current one, easing the challenges of timing two major transactions. By working with Calque, credit unions can provide members with an option that eliminates the typical stress and […]
Wellthi is a financial technology platform that blends traditional financial tools with the power of social networks to promote goal-based savings. Designed to foster community and accountability, Wellthi offers a unique approach by allowing users to create “goal groups” where friends, family, or coworkers support one another in saving towards shared or individual financial goals. […]
Best Practice Media is a social media marketing agency with a focus on serving financial institutions, including credit unions. With offices in Austin, Texas, and Denver, Colorado, the agency specializes in crafting innovative campaigns that balance creativity with regulatory compliance. Their approach aims to help credit unions engage their members, build brand loyalty, and generate […]
Unifimoney is a Digital Wealth Management platform for community banks and credit unions. With Unifimoney Credit Unions can extend wealth management services to all their customers regardless of their affluence or life stage not just the few wealthy enough to be interesting for a traditional RIA. Members access their Unifimoney account through their existing online […]
Effectiv is an AI-driven fraud and risk automation platform for credit unions. Their innovative, AI-driven fraud and risk automation platform is designed to empower credit unions and other financial institutions to mitigate the growing threat of fraud. The team at Effectiv is comprised of fraud and risk experts who have helped to secure companies like […]
FintechOS is a company that specializes in providing technology solutions for financial institutions, including credit unions, banks, and insurance companies. Imagine it as a giant Lego set for building financial services. Here’s how it works: FintechOS has a bunch of pre-built modules, sort of like Lego blocks, that handle various tasks commonly needed in banking […]
CryptoFi is an innovative fintech platform poised to revolutionize the relationship between credit unions and the world of cryptocurrency. Built with a mission to keep credit unions relevant and appealing to younger, tech-savvy members, CryptoFi integrates seamlessly with your credit union’s digital banking platform, offering members a secure and insured environment to engage with cryptocurrency. […]
With Greenlight as a partner, credit unions can provide a robust digital banking experience for kids and teens. Greenlight offers a debit card for kids and teens and money app designed for families loved by over 6 million parents and kids. With Greenlight, parents can teach their kids about responsible money management with all the […]
Credit unions often face challenges when it comes to fully leveraging their member data. Vertice AI addresses this issue head-on by offering actionable recommendations for credit unions to guide each member towards the most suitable products and services which ultimately improves economic participation. Established in 2021, Vertice AI has quickly emerged as the frontrunner in […]
Sparrow is a fintech company offering a white label marketplace that features 23 student loan providers, creating an opportunity for credit unions to expand their financial services. The company’s innovative, no-code platform enables credit unions to utilize Sparrow’s student loan marketplace without the need for complex integrations with their core or other technologies. By partnering […]
Eko is a white-label digital investment and robo-advisor platform for banks and credit unions. Their flexible, customizable portfolios allow users to tailor their investments to fit a broad range of strategies. Eko integrates into any institution’s existing digital banking platform. It provides a simple, clean dashboard on users’ desktop and mobile screens, giving them an […]
Paperwork helps credit unions support their members in moments of need and beyond, empowering them to build financial stability and achieve their goals. Through their financial wellness platform, Paperwork helps members understand and manage their finances. From debt, to savings, to loans, to expenses, to retirement, Paperwork allows members to assess, act on, and improve […]
Open Banking Solutions (formerly Ladonware) is a cloud based financial technology company focused on helping community based financial institutions navigate the digital transformation. Their mission is to democratize access to innovative technology empowering financial institutions to better serve their communities everywhere. Their vision is to become the driving force of digital transformation for the broader […]