Address: 1071 Merrimac Dr, Sunnyvale, CA 94087
Sales Contact: Rachel Batish
Phone: (646) 869-2931
Business Since: 2013
Number of Customers: 100
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.
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
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
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!
Address: 43433 Mission Blvd, Suite 210, Fremont CA 94539
Sales Contact: Rajesh Patil
Phone: 408.859.3121
Business Since: 2014
Number of Customers: 5
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
Sales Platform
Address: 5700 Stoneridge Mall Rd #250, Pleasanton, CA 94588
Sales Contact: Chris Fraenza
Phone: 203.589.9413
Business Since: 2008
Number of Customers: 100+
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.
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
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
Address: 3150 Almaden Expressway, Suite 233, San Jose, California 95118
Sales Contact: Bob Fitzwilson
Phone: 650.793.0498
Business Since: 2013
SAAS, cloud-based. Intelligent, AI-driven, infrastructure to educate and empower individuals while giving service providers an un-paralled platform to expand revenue sources, lower costs and vast scaling opportunities.
Address: 222 N Sharon Amity Road, Suite 200
Sales Contact: Mark Woollen
Phone: 704-281-5024
Business Since: 2000
Number of Customers: 20
We focus on credit unions. We help you apply innovations, data-analytics, and partnerships to help your business succeed through efficiency, reduced cost and increased member insights.
Address: 1810 Gateway Drive, San Mateo, CA 94404
Sales Contact: Andy Sheldon
Phone: 650-218-4712
Business Since: 2014
Number of Customers: 100
Unifi provides Data as a Service in an integrated suite of self-service data tools that are powered by AI and optimized for the cloud. The tools include Governance & Security, Cataloging & Discovery, Data Preparation, and Community Collaboration.
Address: 281 Wayne Ave, Oakland CA 94606
Sales Contact: Christopher Brown
Phone: 510-866-7826
Business Since: 2010
Number of Customers: 1 Credit Union customer, 2 service-provider-to-Credit-Union customers, 2 major financial services customers, 20+ non-financial services customers, many students trained in Machine Learning with R
With 15+ years of experience in Financial Services, Decision Patterns can help credit unions execute strategy, operational and technical vision. We also offer consulting services in machine learning, data architecture, high performance computing, and systems engineering.
Address: Des Moines, IA
Sales Contact: Adam Hass
Phone: (515) 344-4861
Business Since: 2017
Number of Customers: 15+
AppLink.io is a mobile app analytics tool and marketing platform that provides app statistics, metrics, tracking and monitoring capabilities. AppLink.io provides the foundation to build a decision supporting tool, that will help leaders know the performance of their mobile apps, but more importantly, understand the data behind users behavior.
Address: 2890 E. Cottonwood Parkway, #225, Salt Lake City, UT 84121
Sales Contact: Valerie Jackson
Phone: 888-409-1560
Business Since: 2005
Number of Customers: 700+
Visible Equity is a Data Warehousing, Analytics and Visualization software company. Our products include Loan, CECL, Application, Deposit, Customer/Marketing, Fair Lending, and Peer Analytics. Offerings Details
Address: 2055 Lauralwood Rd, Santa Clara, CA 95054
Sales Contact: Nimesh Gandhi
Phone: 408-830-7257
Business Since: 1990
Number of Customers: 800+
ShareInsights is a self-service big data analytics platform that caters to entire gamut of big data analytics functions such as data preparing, analyzing, transforming, processing & visualizing under single roof. ShareInsights enables enterprises to take charge of their massive, underlying data gold mines and turn them into valuable insights to drive decisions. Business users can spend precious time analyzing results collaboratively, rather than painfully moving data across tool to gain insights
Address: Madison, WI 10121
Sales Contact: Siri Chakka
Phone: 630-253-2235
Business Since: 2014
Number of Customers: 12+
gameFI is a SAAS gamification platform designed for credit unions to create stronger sales and service cultures. We help credit unions increase sales, improve customer satisfaction, increase employee retention, and optimize operational efficiency. Our mission is to deliver clear, fun, and consumer-focused solutions to credit unions to enable them to realize their full potential.
Our founders Matt Davis and Jason Milesko leveraged their strong backgrounds supporting credit unions, including their time at Filene Research Institute, to develop this platform specifically for credit unions, and their work is paying off as our clients are seeing real results! If you’re interested in learning more, contact us for more information or a 30 minute demo.
