Partners

Built on the principle of “people helping people,” TruStage is a financially strong insurance, investment, and financial services company that believes a brighter financial future should be accessible to everyone. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.

Products Offered

Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that financial institutions use to manage risk and drive growth. Our software automates key processes – from anti-money laundering to asset/liability management to fraud detection to lending solutions – empowering our customers by addressing their Enterprise Risk Management needs.

Products Offered

AffirmX helps financial service institutions reduce risk management workloads, anxieties and costs through our patented Risk Intel Center platform. Our team of compliance experts work with your team to complete various regulatory audits, compliance reviews and internal audits.

AffirmX was originally established to help financial institutions stay on top of governance, risk, and compliance. Traditional “boots on the ground” models of consulting are costly in terms of both the utilization of company resources and the time and billing rates of senior consultants and their associated expenses. To solve this problem, we created a hybrid solution: patented technology plus experienced analysts. We’re comfortable working off-site, on-site, or a hybrid situation to fit your financial institution’s specific needs.

Products Offered

Casap helps credit unions manage disputes and fraud so that they can focus on what really matters: showing up for members when it matters. Founded by product leaders from Robinhood and Chime, Casap fixes the fragmented systems that slow down dispute resolution and frustrate customers. The platform helps credit unions automate & control every step of the dispute process, from intake and decisioning to evidence collection, chargeback filing, and communication. Unlike solutions that rely on human back-office services, Casap uses dispute-specific automation & AI to provide credit unions with the tools & information they need when it matters most.

With innovative payments, asset management, and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today.

Products Offered

For 25 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs. From technology system selection and implementation to contract negotiations, vendor management, performance improvement programs, strategic planning, merger integration and enterprise program management, Cornerstone combines its expertise with proprietary data to help financial institutions thrive in today’s challenging environment.

ADDITIONAL RESOURCES

• 6 Bold Moves in Banking

Products Offered

Credible Advantage is a leadership consulting business, assisting your credit union’s CEOs, executives and Board of Directors with effective board leadership and board/CEO relationships, CEO and executive coaching, building strategic boards and leaders, communication including crucial conversations and stomping out drama, and improving executive presence and personal branding. Building courageous leaders on staff and within boards builds strong credit unions. Let’s discover your path to courageous leadership together while we tackle these challenges and help your credit union flourish.

Products Offered

CUNA Strategic Services develops strategic alliance relationships to offer quality products and services to your credit union that contribute to your bottom line, add to your peace of mind, and enhance member relationships. The company is jointly owned by Credit Union National Association and the state leagues.

Products Offered

Cyder is a loyalty and rewards platform built exclusively for credit unions. We help credit unions turn everyday member behavior into meaningful rewards, making it easier to compete with big banks while staying true to the cooperative values that set credit unions apart. Our platform is designed specifically for the credit union space, so implementation is fast and the results speak to what members actually care about.

ADDITIONAL RESOURCES

• Reward Any Member Behavior
• Relationship Banking for Credit Unions

Products Offered

DDJ Myers, an ALM First Company, is a national consulting firm specializing in C-suite recruitment, board governance and leadership, succession planning, and executive development for nonprofits and financial institutions. For more than three decades, we have partnered with mission-driven organizations to strengthen leadership capacity and advance long-term organizational effectiveness.

Our work focuses on helping boards and executive teams navigate complex transitions, align strategy with purpose, and build high-performing, inclusive leadership cultures. With a strong commitment to advancing diversity and expanding leadership opportunities, we support organizations in identifying and developing talent that reflects the communities they serve.

Through a thoughtful, research-based approach, we guide clients in making strategic leadership decisions that enhance governance, improve executive performance, and ensure sustainable growth. Whether facilitating board development, leading executive searches, or designing succession strategies, we bring deep industry expertise, practical insight, and a collaborative partnership model to every engagement.

At DDJ Myers, we believe strong leadership is the foundation for meaningful impact and we are dedicated to helping organizations thrive in a rapidly evolving environment.

ADDITIONAL RESOURCES

• DDJ Myers Executive Compensation Fact Sheet
• DDJ Myers Fact Sheet
• DDJ Myers Succession Solutions Fact Sheet

Products Offered

Diebold Nixdorf automates, digitizes and transforms the way people bank and shop. As a leading global technology and services partner to many of the world’s top financial institutions and retailers, our integrated solutions connect digital and physical channels for clients and consumers conveniently, securely and efficiently. We are focused on banking and retail products, such as ATMs, self-checkout and point-of-sale systems, software and related services. Visit www.DieboldNixdorf.com for more information.

Products Offered

Dolphin Debit is the largest “pure play” provider of ATM/ITM outsourcing for credit unions in the United States. Whether you have 2 or 200 ATMs, Dolphin’s turnkey outsourcing program eliminates capital expenditure, shrinks operational costs by 10-30%, and assures a strategy is in place for compliance and technology upgrades. While credit unions maintain complete control of the ATM program design & income, Dolphin’s team of experts allow your staff to relinquish their ATM duties: no more operational run around, no more out-of-balance research and less vendor management. Let the experts at Dolphin become your ATM department!

Products Offered

Eltropy provides a secure and TCPA-compliant way for credit unions to engage their members through text messaging and leverage analytics to grow revenue. Credit unions use Eltropy’s technology to engage members, send product offers and emergency info, resolve member issues, cross-sell/upsell financial products, aid in the loan process, and collect debts via text messages. Eltropy’s AI-based technology has enabled credit unions to see a 500% improvement in member engagement with an ROI of 10x.

Engage your members across messaging apps such as Text/SMS, iMessage, LINE, WhatsApp, WeChat, etc. Our analytics dashboard provides valuable insight so you can reap the benefits of highly targeted communication.

Products Offered

FWW is a full-service business law firm recognized for excellence in banking and finance. Our ability to navigate complex business issues faced by companies today has proven invaluable to our clients. We have deep roots in this community and take great pride in our role as an indispensable legal resource for our clients. Whatever you need from a legal partner, we can help.

The primary goal of our strategic plan is to help clients achieve their objectives by providing practical and creative legal solutions with the highest level of professionalism. Our other main goal is to make sound and ethical business decisions for our firm and our clients.

Resources

• CFPB Actions and Announcements Reflect Looming Changes in Financial Services Regulatory Landscape
• The Impact of Congress Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act of 2021

Products Offered

Finalytics.ai is the real-time Financial Intelligence Layer built exclusively for financial institutions. It sits above the core, digital banking, CRM, and marketing stack and fills the one seat no other system owns: deciding what each user should experience next. The layer understands member intent in the moment, orchestrates the next best experience across every channel, governs each decision against eligibility and compliance, and proves it drove a funded outcome. Grounded in more than 100 million analyzed member journeys, Finalytics turns the digital relationship into a measurable advantage.

ADDITIONAL RESOURCES

• The Financial Intelligence Layer

• FinOne — The fully managed website and personalization platform built for credit unions and community banks

Products Offered

FIS is a leading provider of technology solutions for credit unions, banks, merchants and capital markets firms globally and works with more than 70 percent of all credit unions in the U.S. The company plays a critical role in advancing the ways the world pays, banks and invests, moving $10 trillion around the global annually. With innovative solutions using cutting edge technology, FIS helps their clients solve business-critical challenges and deliver superior experiences for their members/customers. We work with credit unions nationwide to meet member payment needs and provide valuable solutions in the areas of credit, debit, fraud, loyalty, network, small business and money movement. Our history of partnership with credit unions and in-depth knowledge of the credit union marketplace spans over 40 years. We are dedicated to creating best-in-class credit union and member experiences through a direct, trusted partnership that delivers shared success.

Products Offered

We believe credit unions are so much greater than they know. It’s an honor to help them discover this about themselves.

We are your marketing partner to help with the execution of your marketing plan. Our team is made up of former credit union marketers and designers with a deep passion for the credit union movement.  Anything that needs a creative lift – we’re here to help.

Products Offered

Integrated Builders Group is a full-service design-build firm that serves credit unions exclusively.

Before we even begin to design, we listen.  Every credit union has unique needs and opportunities, which we seek to understand first. We then respond with reliable information at the earliest stage, for the least cost, to make the best decision(s).

Our proprietary process rewards clients with results far superior to generalists using outdated delivery models. We are not only turnkey, but can step-in on any failing project, identify gaps and implement precise solutions.

From assessment to closeout, our holistic approach mitigates risks and ensures effective results. Our dedication to the Credit Union Community has resulted in a long list of successful projects, partnerships and referrals.

Products Offered

Mastercard is a technology company in the global payments industry. We connect consumers, financial institutions, merchants, governments, digital partners, businesses and other organizations worldwide by enabling electronic payments instead of cash and checks and making those payment transactions safe, simple, smart and accessible. We make payments easier and more efficient by providing a wide range of payment solutions and services using our family of well-known and trusted brands, including Mastercard®, Maestro® and Cirrus®. We operate a multi-rail payments network that provides choice and flexibility for consumers, merchants and our customers. Through our unique and proprietary core global payments network, we switch (authorize, clear and settle) payment transactions. We have additional payment capabilities that include automated clearing house (“ACH”) transactions (both batch and real-time account-based payments). Using these capabilities, we offer integrated payment products and services and capture new payment flows. Our value-added services include, among others, cyber and intelligence solutions to allow all parties to transact easily and with confidence, as well as other services that provide proprietary insights, drawing on our principled use of secure consumer and merchant data. Our investments in new networks, such as open banking solutions and digital identity capabilities, support and strengthen our payments and services solutions. Our franchise model sets the standards and ground-rules for our core global payments network that balance value and risk across all stakeholders and allows for interoperability among them. Our payment solutions are designed to ensure safety and security for the global payments ecosystem.

Resources

Beyond the Network Solutions & Services

Products Offered

Metallicus is a Credit Union Service Organization (CUSO) that helps credit unions explore and adopt blockchain, digital asset, and stablecoin capabilities through its suite of products. Metallicus serves as the infrastructure partner and core developer, meaning the technology is built and operated in-house with no reliance on third parties. This gives credit unions a secure, compliant way to modernize payments, digital wallets, and member services without disrupting existing operations.

Products Offered

Navari is a technology and solutions platform designed to help leaders navigate complexity and achieve more. Through connected software, insights, and services, Navari delivers expert guidance and intuitive tools that enable confident decision making and stronger organizational performance across human resources, experience, marketing technology, and digital experience.

The Navari platform includes Performance Pro, Compease, The Learning Center, MemberXP, and Timix. Together, they help organizations strengthen performance, deliver exceptional experiences, and drive meaningful, sustainable results.

Serving more than 2,200 financial institutions, universities, hospitals, and other organizations nationwide, Navari combines smart technology with human insight to help leaders drive stronger outcomes.

For more information, visit navari.com.

ADDITIONAL RESOURCES

• Transform the Member Savings Experience

Products Offered

NetCov is a leading IT solutions provider, specializing in tailored managed services, cybersecurity, and cloud solutions for businesses of all sizes.

NetCov has a long-standing commitment to the credit union movement, with 15 years of dedicated experience and a current roster of over 150 credit union clients. We currently serve as strategic partners for leagues including Michigan, Wisconsin, and Go West. Our footprint extends across most states—including Alaska, Hawaii, and the West Coast.

For 30 years, the company has delivered expert IT support, strategic guidance, and innovative technologies that help clients enhance performance, secure their data, and scale with confidence. From AI-driven solutions to hands-on advisory, NetCov ensures that IT environments are built for today and ready for tomorrow.

Products Offered

In partnership with NWCUA, The Trust offers a full suite of product offerings at competitive prices. Included in those services are COBRA Administration, On-Line Enrollment, Consolidated Billing, Employee Assistance Program, Human Resources Support Line, and a dedicated Trust Team who is there to serve you and your employees.

Products Offered

We’ve reimagined the entire lending experience to allow consumers and lenders to move easily through the loan process. Origence’s origination solutions can power your lending from application to closing, and every step in-between. And with our unrivaled modular architecture, you can have Origence drive your entire origination process, or seamlessly use the module(s) that work best for your team.

Origence delivers the ultimate origination experience. For 25 years as CU Direct, we’ve helped lenders increase loan volume and income, create efficiencies, and fuel growth through our automotive, lending, and strategic solutions. Under the Origence brand, our next generation technology solutions and services span across indirect lending, consumer loan origination, digital retail, analytics, marketing and CRM, auto shopping, identity theft solutions, consulting, and outsourced loan processing. We help financial institutions optimize the customer experience, leveraging integrated solutions to bring efficiency, productivity, and profitability to lenders.

Products Offered

Pulsate is an engagement company that empowers the credit union community to compete in the digital-first age. Our Opportunities Engine™ is the only all-in-one engagement platform that uses intent-based communications across digital channels to accelerate member product & usage growth.

Resources

Power Member Connections With Actionable Insights

Products Offered

S&P Global Market Intelligence integrates news, market and sector-specific data into a variety of tools to help credit unions track performance, understand competitive and industry dynamics, perform valuation, merger and market analysis, monitor competitor interest rates, assess credit risk, and prospect for member business and commercial relationships.

RESOURCES

S&P Capital IQ Pro Platform for Credit Unions
 

Products Offered

Saris helps credit unions automate complex back-office workflows to reduce operational costs, scale team capacity, and improve the member experience. Saris deploys purpose-built agentic AI agents to handle multi-step operational tasks, eliminating the administrative friction that slows credit union growth.

The platform goes beyond rigid legacy automation to coordinate end-to-end workflows across disconnected core and loan-origination systems, integrating with platforms such as Fiserv, Encompass, and MeridianLink. By handling document review, manual data validation, and the stare-and-compare reconciliation that traditionally drains staff time, Saris removes the operational bottlenecks that have historically limited back-office throughput.

Credit unions deploying Saris agents achieve up to a 70% reduction in manual task volume, a 35% drop in operational costs, and a 3x increase in processing capacity, all while maintaining human-in-the-loop oversight for NCUA-aligned regulatory compliance.

ADDITIONAL RESOURCES

• Agentic Workflows for Credit Unions

Products Offered

Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud, and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve the member experience. As a tech partner, Trellance ensures that credit unions have access to the latest generation of fintech solutions, filled with powerful tools such as artificial intelligence and machine learning. Learn more at Trellance.com.

Products Offered

Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, the company serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio that includes payment processing, fraud and risk management, data and analytics, digital banking, instant payments, strategic consulting, collections, ATM and POS networks, shared branching and 24/7/365 member support via its contact centers. For more information, visit velera.com

Products Offered

Vericast is a leading provider of customer engagement solutions that help connect businesses and people how, when, and where it matters. The company offers payment tools such as checks and cards; and marketing services such as deposit and loan acquisition programs, digital marketing, performance analytics, and promotional products for businesses. It deploys these solutions holistically, across print, phone, and digital channels, ensuring that the customers of its world-class client base enjoy a consistently superior experience.

Products Offered

Zest AI helps lenders make better decisions and better loans—increasing revenue, reducing risk, and automating compliance. We were founded in 2009 with the mission of making fair and transparent credit available to everyone and are now a leader in software for more inclusive underwriting.

Zest’s AI-driven lending software helps financial institutions go beyond traditional credit scores’ statistical and data limitations to identify good borrowers often overlooked by legacy techniques. Credit unions that lend using Zest-built models have seen on average 25% increases in approval rates with no added risk and five-fold increases in automated approvals by using more of their data and the advanced math of machine learning.

Products Offered