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Decision Kits

Find the right tech partner. Without the vendor circus.

Each Decision Kit covers one technology category: a landscape brief, a vendor-agnostic buy box, a featured partner profile and a free downloadable kit.

Featured Decision Kit · AI, Data and Intelligence

featuring GoAbacus

Most credit unions don't yet have a clear answer on how they oversee AI: no policy, no documentation, no audit trail.

Colorado rewrote its AI law in 2026, and the new version takes effect January 1, 2027. Staff using personal AI accounts for work tasks is a growing exposure. A governance platform gives you the policy framework, documentation and monitoring tools to get ahead of it.

Featured partner: GoAbacus, purpose-built AI governance for financial institutions, with policy templates, model inventory and audit logging.

Open the kit

Lending and Credit

Loan origination, decisioning and credit products, from HELOC cards to AI underwriting and equipment finance.

featuring Scienaptic AI

AI Credit Underwriting

AI credit underwriting helps credit unions grow loan volume and serve thin-file members, without replacing your core or your team. Open the kit
featuring JUDI.AI

AI-Powered Business Lending

Get the criteria and decision framework your exec team needs to evaluate modern small business lending platforms. Open the kit
featuring Amur Equipment Finance

Equipment Financing

Credit unions can enter the equipment finance market through origination partners that handle underwriting, documentation and servicing from end to end. Open the kit
featuring Pesto

HELOC Credit Card Platform

A HELOC credit card platform lets members draw on their home equity with a card at HELOC rates, while your credit union earns interest and interchange. Open the kit
featuring PayOnward

Business Payment Solutions

A structured merchant services program can help your credit union own the business payment relationship and generate non-interest income. Open the kit
featuring Veep

Earned Wage Access

Everything your exec team needs to evaluate earned wage access, set a buy box and plan a member-aligned program. Open the kit

Digital Banking and Member Experience

Account opening, onboarding and the member-facing experience, from first click forward.

featuring Glide

Digital Account Opening

A vendor-neutral framework for evaluating digital account opening platforms, from buy box criteria to a 90-day launch roadmap. Open the kit
featuring Swaystack

Digital Member Onboarding

A structured digital onboarding program turns new account openers into fully activated, multi-product members, without adding headcount. Open the kit
featuring Starlight

Member Benefits Navigation

Member benefits navigation tools help credit unions surface real, claimable financial value for members and turn that value into measurable engagement and retention. Open the kit

Member Services and Wealth

Insurance, financial wellness and long-term member relationships.

featuring Cache

Financial Health and Wellness

This kit walks your exec team through the financial health and wellness category: what works, what to demand from any vendor and how to evaluate fit. Open the kit
featuring Ribbon

Inheritance and Deposit Retention

Credit unions with a deliberate inheritance care process can retain more deposits, welcome beneficiaries as new members and protect their balance sheet as their membership ages. Open the kit
featuring Woop Insurance

Insurance Platform

An embedded insurance platform verifies borrower coverage automatically, cuts force-placed insurance and earns non-interest income from the lending relationships you already have. Open the kit

AI, Data and Intelligence

AI governance, AI voice and the data behind balance sheet decisions.

featuring GoAbacus

AI Governance Platform

Get the framework your exec team needs to govern every AI tool, model and vendor in your credit union. Open the kit
featuring AviaryAI

AI Communications and Voice

AI voice agents let credit unions run sequenced outbound call campaigns for onboarding, collections, card activation and member retention without adding headcount. Open the kit
featuring Delfi

Balance Sheet Management

Get the tools, criteria and decision framework your exec team needs to evaluate modern balance sheet management platforms, before the next rate move forces your hand. Open the kit

Security, Compliance and Risk

Cybersecurity, card security, audit management and compliance tracking.

featuring Overwatch Data

Cybersecurity and Threat Intelligence

A clear framework for evaluating threat intelligence platforms that aim to catch compromised credentials and emerging attacks before they become breaches. Open the kit
featuring Kasasa SureLock

Member Security Platform

A modern member security platform gives members instant, self-service debit card control, and can help your credit union reduce fraud losses, chargebacks and contact center calls. Open the kit
featuring Redboard

Audit and Compliance Management

A purpose-built audit and compliance platform can help lean teams track regulatory change, audit findings and exam evidence in one place, without adding headcount or relying on spreadsheets. Open the kit

Operations and Infrastructure

Training, procedure management, custom development and the internal tools your teams rely on.

featuring ScreenSteps

Training and Procedure Management

A central training and procedure management platform gives frontline staff the right answer in the moment, without calling a supervisor. Open the kit
featuring Tailwind Business Ventures

Custom Software Development

A vendor-neutral framework for scoping, vetting and launching custom software that closes the gaps your packaged tools leave open. Open the kit

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Featured partners may compensate CU 2.0.

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