Solutions Gallery

Address:  450 Carillon Pkwy, Suite 130

Sales Contact: James Guild

Phone:  7276989973

Business Since: 2014

Number of Customers: 100+

Offering Overview

CU Engage is a blend of consultants, educators, matchmakers, integrators and advocates. It focuses on ensuring how credit unions can make informed decisions on vendor relationships so they can change at the speed of the consumer.

CU Engage consultants are experts in the credit union market and have deep knowledge and experience in financial services strategy and operations across all products and services you provide to your members. Their specialties include:

Debit/Credit Evaluations

• Visa/MC Negotiations
• PIN Network Negotiations
• Portfolio Growth
• Risk and Fraud Mana

Address:  150 Interstate North Parkway, Atlanta, GA 30339

Sales Contact: Mark Moore

Phone: 678-463-6522

Business Since: 2005

Number of Customers: 50+

Offering Overview

Vantedge Real Time Predictive Marketing (RPM) is a fully managed service tailored specifically for credit unions that combines real-time predictive analytics, dynamic campaign management, personalized multi-channel message delivery and ROI measurement in a monthly subscription service.

The RPM service leverages a credit union’s anonymous first party data, including transactional, lifestyle and other behavioral data as well as predictive models powered by Key Lifestyle Indicators (KLIs) to help them truly understand and even anticipate the needs of individual members and serve them instantly within any channel highly relevant and personalized experiences at precisely the moment they need it most: undergoing a significant financial decision or a critical life event.

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Address:  175 W. Jackson Blvd., Suite 1000, Chicago, IL 60604

Sales Contact: Garry Weiss

Phone: 773-255-6784

Business Since: 2016

Number of Customers: 20+

Offering Overview

Enova Decisions is an Analytics-as-a-Service (AaaS) provider and part of Enova International, Inc. (NYSE: ENVA), a multinational Fintech company. Enova Decisions leverages its 10+ years analytics expertise from supporting Enova brands to deliver real-time solutions and digital decisions to its clients. Enova Decisions combines big data, tailored analytics, and machine learning to help businesses improve the customer experience, optimize operational decision-making, and increase profitability. From know-your-customer (KYC) to lifetime value (LTV), our solutions span the customer lifecycle. Schedule a consultation to learn how we can help your business.

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Address:  Floor 33, Euston Tower, 286 Euston Road, NW1 3DP London, UK

Sales Contact: Donnie Price

Phone: 402.332.8162

Business Since: 2016

Number of Customers: 30

Offering Overview

• AccountScore delivers proven, predictive, and actionable insights by connecting to, analyzing, and enriching financial institution account transaction data. Clients use our solutions to assess the financial position of their applicants and existing customers or members – for both consumers and businesses.
• AccountScore serves major clients in the UK, US, and India with additional geographies being added in 2018.

Unlock the value within transaction data

AccountScore Connect

Technical sophistication to connect to and handle the secure exchange of data for nearly every FI and transaction account in the U.S.

• Gives clients ability to connect to FIs and download transaction data.
• Uses AccountScore Connect’s error handling expertise, developed over many years, for a pleasant and successful user experie

Address:  111 N Orange Ave Suite #1175, Orlando, FL 32801

Sales Contact: Juan Romeras

Phone: 646-334-0054

Business Since: 2016

Number of Customers: Customers include credit unions, banks, and international financial service providers.

Offering Overview

Abe AI exists to create simplicity and convenience in everyone’s financial lives.

We make it possible for credit unions to utilize the latest advancements in artificial intelligence to engage members in a way that’s never before been available.

Abe AI builds artificial intelligence solutions for credit unions. Products include:

• Knowledge - Get to market quickly with an unauthenticated AI
• Financial Management - Support and engage members with a proactive AI-assistant that helps with everyday money management.
• Banking - Allow members to engage and transact with your credit union through any voice-and-messaging interface.
• Platform - Utilize the next generation AI-platform Abe uses to build products inside your financial institutio

Address:  INETCO Systems Limited, Suite #295 – 4664 Lougheed Highway, Burnaby, British Columbia, Canada, V5C 5T5

Sales Contact: Marc Borbas

Phone: +1.604.451.1567 x110

Business Since: 1984

Number of Customers: More than 50 customers, worldwide

Offering Overview

INETCO Analytics® is a highly optimized solution for credit unions looking to gather and analyze real-time customer transaction data across all their self-service channels – ready to be visually displayed any time you need it. Intuitive data visualization dashboards make it easy for various business units to quickly get at answers related to operations performance, fraudulent transactions, channel profitability and the end customer experience. Built-in predictive models and machine learning techniques are used to estimate important intelligence such as line queues, cash utilization and customer interaction sequences. Rich records of every consumer interaction help you build out rich customer profiles and answer question

Address:  10 Carlson Court, Ste 610 Toronto, Ontario, M9W 6L2

Sales Contact: John Gairhan

Phone: 1-416-508-3197

Business Since: 2017

Number of Customers: 7

Offering Overview

AllSight Customer Intelligence Management (CIM) system manages and stores customer data with the intention of developing an understanding of a customer or organization. The system generates intelligence on each individual customer by enriching the data through analytics. AllSight CIM creates a Customer 360 which provides an understanding of all the information known about a customer, as it relates to interactions.

Why AllSight CIM

AllSight CIM ingests any data and automatically synthesizes, understands, and manages multiple hierarchy relationships. By inferring additional attributes the system can generate deep customer intelligence such as sentiment, customer journey, and relationships. AllSight creates a customer profile that evolves by bringing in new sources of customer data as they arise. It can lev

Address: 1071 Merrimac Dr, Sunnyvale, CA 94087

Sales Contact: Rachel Batish

Phone: (646) 869-2931

Business Since: 2013

Number of Customers: 100

Offering Overview

Conversation.one is a build-once-deploy-anywhere platform that builds voicebots and chatbots; Alexa skills, Google Home actions & Facebook Messenger bots in minutes. We leverage machine learning to build an enriched, fluent and natural correspondence between humans and any voice-enabled device or service.

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Address: 79 Wellington Street W, Suite 705, TD South Tower, P.O. Box 24, M5K 1A1, Toronto, ON, Canada

Sales Contact: Vinay Mathur

Phone: 647-502-8302

Business Since: 2006

Number of Customers: 10

Offering Overview

Cornerstone is a self-service platform that allows data producers and consumers to automatically and rapidly ingest data into a big data environment.

Cornerstone is entirely metadata-driven, removing the need to manually code or write “ETLs” to move data. Cornerstone enables users to ingest all types of structured and unstructured data, in batch, streaming and direct-to-database methods, and land that data in various target formats – entirely driven by metadata.

Through its self-service model, Cornerstone greatly accelerates the time to market for data consumption, without a single line of code being written, removing IT bottlenecks. Whether just starting a big data journey, migrating from an enterprise data warehouse,

Address: 12700 Park Central Dr., Suite 1415 Dallas, TX 75251

Sales Contact: Jackson Hunt

Phone: 469-385-6991

Business Since: 1994

Number of Customers: 2000

Offering Overview

We go get and bring back loans with our marketing campaigns. Our loan generation marketing programs leverage credit data to precisely target those members or potential members who are the most attractive loan candidates to you. Campaign options run the gamut of loan products including Auto, Credit Card, Mortgage, Home Equity, Personal Loans and Student Loans.

Using a membership or a potential member file, Ser will screen through its partner credit bureaus to identify consumers who meet your credit criteria. We work with your team to design a customized offer. As credit bureau agents, we have everything necessary to help grow your loan portfolio. We are currently providing these offers via mail and email, and home banking offer delivery is coming soon!

Why Fe

Address: 43433 Mission Blvd, Suite 210, Fremont CA 94539

Sales Contact: Rajesh Patil

Phone: 408.859.3121

Business Since: 2014

Number of Customers: 5

Offering Overview

Delivering Omni-Channel Sales Platform for Credit Unions that will deliver enhanced Digital Experience for Members and help Credit Unions manage all product sales funnel to increase conversion ratio. Terafina platform supports multiple products with a single application with cross-sell capabilities.

Digital Experience

• Mobile first design with unified experience across all devices
• Customer, banker and call center share one experience
• Single experience supports all consumer products: deposits, credit cards, consumer and real estate loans
• Integration into bank & 3rd party data sources drives auto pre-fill and cross-sell

Sales Platform

• Lead capture to fulfillment
• Abandoned lead management to drive higher sales conversion and key insights
• Multi pr

Address: 5700 Stoneridge Mall Rd #250, Pleasanton, CA 94588

Sales Contact: Chris Fraenza

Phone: 203.589.9413

Business Since: 2008

Number of Customers: 100+

Offering Overview

SavvyMoney empowers members to take control of their financial future with easy-to-understand, actionable advice about their credit. SavvyMoney's credit score solution and personal finance content is integrated into online and mobile banking. The credit score solution includes credit score, key factors that can influence it, a detailed credit report and daily credit monitoring. The credit score "Offer Engine" highlights key savings opportunities with pre-qualified offers based on a member's credit score. SavvyMoney's analytics platform allows credit union partners to analyze the credit score and loan share makeup of members and execute marketing campaigns based on that data.

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Address: 120 Ward Street #35, Larkspur, CA 94977

Sales Contact: Dr. Dan Geller

Phone: 415-891-3093

Business Since: 2007

Number of Customers: 100's

Offering Overview

Deposits Dynamics helps banking executives achieve their liquidity targets at the optimal level of interest expense by showing them how to price their deposits quickly, easily and scientifically.

A lot is riding on your pricing. Your pricing confidence will increase by using the Deposits Dynamics pricing model, which applies specifically to your own deposit products in your own market, using resources you may already have. Offerings Details

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