CU 2.0 Fintech Friday: Jointly

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

Have you ever been in a relationship? One where you couldn’t keep track of who bought what? Or one where you felt suspiciously like you were paying far more than your share of groceries? 

Well, that’s not uncommon. Cohabitating with loved ones usually means sharing finances, too. And shared finances can be a tricky subject—especially if you want to maintain a modicum of financial independence. 

That’s where Jointly comes in. Jointly is a digital budgeting interface that helps families and couples better manage their finances. 

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CU 2.0 Fintech Friday: Tellerex

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

Ensuring consistent access to funds is the most important service that credit unions provide. If people can’t conveniently get their cash when they need it, then they’ll look for another institution better equipped for the task. With that in mind, the world of ATM lifecycle and fleet management is critical to member satisfaction. You can’t help your members access their money if you don’t have an extensive, reliable ATM fleet.

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CU 2.0 Fintech Friday: WalletFI

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

WalletFI helps banks and credit unions become top of wallet for all of their account holders’ subscriptions and recurring payments. They do that by providing users an overview of their digital financial footprint. The overview shows all of a user’s subscriptions, recurring payments, and payment methods or information in one simple interface.

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CU 2.0 Fintech Friday: Posh Technologies

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

Posh Technologies harnesses the power of AI and machine learning to provide chatbots for banks, credit unions, and other industries. But “chatbots” might not be the best term…

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CU 2.0 Fintech Friday: FilingMate

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

FilingMate is a Software as a Service (SaaS) platform for insurance companies to find, manage, complete, and submit regulatory filings.

Insurance carriers, agents, and producers deal with mountains of regulations. As a result, they have quite the burden as far as paperwork is concerned. That could include:

  • Licensing of an agent or agency
  • Incorporation for setting up new agencies
  • Related filings for state insurance or other regulatory bodies

For credit unions who provide insurance, this kind of regulatory management software represents the end to several headaches.

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