Modernize and differentiate your offerings to boost your appeal to a younger demographic.
Emphasize your commitment to your members’ financial well-being.
Digital Transformation: Little or No IT Required
Effectively compete with fintech-enabled banks.
Stand up a turnkey credit builder & financial stability automation infrastructure to attract and retain members, including those ready to forge a path to homeownership.
AI Advisor: Democratize Financial Wellness
Now, you can automate end-to-end member financial wellness, from expert advice to seamless execution.
AI Advisor responds to your member’s complex questions with hyper-personalized advice and useful resources, incorporating real-time banking, debt, credit information, and financial goals.
Powered by sophisticated artificial intelligence, our context-aware conversation agent integrates seamlessly into your existing platform.
Give members a tool to assess their financial health
In 2 minutes, your members can understand where they rank in 8 areas of financial health. Plus, they’ll get actionable advice on which areas will get them to their goals faster.
Discover effective member retention strategies for credit unions using AI, personalized engagement, and community building to foster loyalty and long-term growth.
Ready to discuss financial wellness for your members?
Disclosures
*Interest and loan term reduction are calculated based on the requirement of additional deductions and payments made towards the loan principal over the life of the loan. The loan must be paid to completion with no defaults or payment errors on the account in order to realize the savings. Savings may vary based on your unique EarnUp Program.