Thoughts on Vertice AI’s Partnership with Vizo Financial

vertice ai vizo partnership

Credit unions are known for their commitment to members. Yet, they’re not known for cutting edge tech or deep, digital engagement. Especially when it comes to using data to fuel those relationships. Standard data reports are useful, that’s hardly enough these days. Credit unions need clear, actionable strategies to help them connect with members and […]

Credit Union AI Readiness Assessment

credit union AI readiness assessment

This assessment may help you understand how prepared your credit union is to adopt AI technologies. Is it perfect? Well… Is it comprehensive? Nooo. Is it a darn good start? You bet! Please select the option that best describes your current situation for each question. You may see where you’re doing well and where there […]

Best Credit Union Marketing Platforms (CDPs and MCIFs)

credit union marketing platforms CDPs and MCIFs

At the time of writing, there are too many credit union marketing platforms to list. If we tried really hard, we might be able to list all the different types… But let’s start with a segment of marketing tools that help credit unions grow by delivering personalized member journeys. This is about individualization. Right member, […]

AI vs AI: Effectiv’s Battle Against Fraud in Credit Unions

effectiv ai security and compliance for credit unions

You can’t fight fire with fire, or so the saying goes. But in reality, there are niche cases where that is the exact prescription. As West Coasters, CU 2.0 is more than aware of that… But this isn’t about BCP or disaster recovery! This is about risk, fraud, and artificial intelligence (AI). Read on to […]

2023: My Year in Review for Credit Union AI

kirk drake credit union ai year in review

By Kirk Drake In the rollercoaster realm of fintech, 2023 has been less of a gentle carousel and more of a loop-the-loop thrill ride. While my 2020 tome Financial: Helping Financial Executives Prepare for an Artificial World covered ChatGPT, even my crystal ball didn’t foresee the speed of AI developments in 2023. This year, AI […]

Credit Unions, UPTIQ, and Choosing Your Borrowers

uptiq hnw borrower memberization for credit unions

The lending process is improving constantly. Automation, AI, and new underwriting criteria allow lenders to book more loans with less risk every day. These are cherries on top, but they can’t save sub-par loans. Fortunately, some loans are already near perfect as is. Read on to learn more about UPTIQ, the RIAs they work with, […]

17 AI Underwriting Benefits for Credit Unions (feat. Scienaptic)

credit union ai underwriting

Underwriting used to be as exciting as watching paint dry. Now, it’s all sci-fi, minus the alien invasion. The reality is that AI underwriting is changing the game for credit unions faster than you can say “automated risk assessment.” We’ve taken a tour behind the scenes at Scienaptic to see how their AI underwriting and […]

Open Banking Solutions and Credit Union Collections

Open banking solutions fintech and credit union collections from cu 2.0

For several years throughout the pandemic, delinquency rates were low. And by low, we mean low low. However, in 2022, we’re starting to see signs that delinquencies are charge-offs are increasing. Of course, there are numerous factors about why delinquencies are rising. And there are many ways that credit unions can support their members as […]

Which Credit Union Jobs Are in Danger of Being Automated by AI?

credit union ai automation vs jobs

According to a 2017 Gallup survey, 73 of US adults believed that AI will “eliminate more jobs than it creates,” but only 23% worried about losing their own jobs. Clearly, people understand the theoretical capabilities of AI… but is there a disconnect when it comes to how it will affect them?