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. […]
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 […]
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 […]
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 […]
Harness is a fintech that works with financial institutions and nonprofit companies to make sure every purchase has purpose. Harness operates through two business arms: Harness FI, which works with financial institutions and card issuers, and Harness Giving, which works with nonprofits and NGOs. Harness Giving is a payments platform that helps nonprofits accept more […]
Revival Homes helps people build accessory dwelling units (ADUs) in Southern California. Their ADU construction loans help homeowners create a new living space on their existing property. The loans don’t require a mortgage refinance; in fact, loan amounts take post-construction home value and rental income into the equation, allowing for larger loan amounts. This is […]
Quilo is an AI-powered digital lending platform that empowers credit unions to originate, fund, and service personal loans for members, instantly. It also helps SMBs offer financing at point of sale. There are a few things that we love about Quilo and what they’re doing. For example: Quilo’s personal installment loans are flexible. Quilo addresses each […]
Long Game is a gamified loyalty app that rewards members for interacting with their credit union and its financial products. In 2022, Long Game was purchased by Truist Bank to improve their reach and support with youth customers. Long Game offers several dozen digital games for members to play. The games are often styled after […]
Chimney, (formerly Signal Intent) Chimney provides beautifully designed financial calculators that credit unions can use to engage and convert members. These whitelabel tools can be embedded on any page of your website in minutes… no coding required. The calculators serve multiple purposes: Lead capture / generation; Member / customer support; and SEO / content improvement. […]
Otomo provides self-driving finance as a service to credit unions. Similar to how Spotify tees up the perfect playlist, Otomo’s AI-curated platform is designed to remove the forethought, guesswork, and effort from consumers’ daily financial lives. It embeds quickly or can be white labeled, and generates revenue for licensing clients from day one. Self-driving finance […]
equipifi is the leading Buy Now, Pay Later (BNPL) solution for banks and credit unions. They modernize the way consumers interact with their money… especially when it comes to payment options at the point of sale. Their mission is to support banks’ and credit unions’ ability to deliver experiences that help foster growth and engagement for new […]
Senso is transforming the homebuying experience from reactive to proactive. But what does that mean? Well… Imagine if you could see which homes people are shopping for… and then send them targeted offers based on their interests, budget, and likelihood to buy. Essentially, Senso does just that. Senso creates better borrowing experiences, powered by AI. […]
UNest is an easy-to-use mobile app that helps parents save for their kids’ future via tax-advantaged investment plans. The solution was launched by a team of financial experts and entrepreneurs from companies including Acorns, Capital Group and Marqeta. The company is gaining a very strong momentum on the way to become a leader in the family […]
Small businesses do not have the resources to track complex but critical financial data, which leads to a prolonged and laborious lending process. Additionally, cash flow timelines are also shorter and the need for cash is more urgent. That’s where ForwardAI comes in. ForwardAI is a simple, single, lender-first API that delivers a robust accounting […]
Revenew provides a merchant-funded cash back program for cardholders while providing credit unions with commissions on sales at national retailers. It works like this: Revenew partners with retailers who want to attract new customers and improve loyalty in existing ones. Those retailers subsidize the debit and credit card rewards that consumers see. (Usually, the rewards […]
Dovly is a smart credit engine that tracks, manages, and restores your credit. Their app provides robust credit monitoring, but what good is monitoring if you don’t know how to improve your score? That’s why Dovly also gives you tools and insights needed to restore and maintain good credit from start to finish. Here’s how it works: […]
DoubleCheck bills themselves as “not another overdraft program.” That makes sense, considering that they deal with far more than overdraft fees. They say that overdraft protection products currently available to today’s bankers bring an unacceptable level of risk on institutions when left unchecked. The solution? DoubleCheck! They’re the modern complement to outdated overdraft practices. They […]
Grain Technology, Inc., or Grain, provides consumers personalized credit and savings through their checking account. They use machine learning to incorporate important variables and metrics that offer customized lines of credit that more precisely fit a borrower’s unique financial picture. Grain works by providing a revolving line of credit that consumers can access through their […]
intelliflo supplies specialist online software for IFAs, financial, and mortgage advisers, allowing focus on clients… not administration! intelliflo brings together leading businesses in the financial services sector: Intelliflo: UK’s #1 practice management and digital engagement software provider; i4C: leading integrated cash flow modelling solution; Jemstep: market-leading digital advice provider; Portfolio Pathway: cutting-edge wealth management solution; […]
Zettle, formerly iZettle, is a payments processing company founded in 2010 and based in Sweden. Today, Zettle is owned by PayPal and provides many PayPal features and integrations. Zettle makes modern point-of-sale (POS) products designed to simplify every workday. Users can take payments and track every sale, all in one place. Now a member of […]