Woop Insurance
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
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
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
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
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
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
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 […]
Ensemblex
Credit is complex, and mistakes are costly. At Ensemblex, we have decades of experience building and running successful credit businesses – from disruptive start-ups to $1+ billion P&Ls at Capital One. Our team’s success spans almost every consumer lending product, every continent, and multiple economic cycles. Credit Unions and Banks leverage our credit expertise to […]
Unifimoney
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
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 […]