Insights
By Alex Jimenez
When an AI or personalization implementation falls short, the post-mortem almost always lands in the same place: your data wasn’t ready. The vendor says it carefully. Your team accepts it. Someone…
By Alex Jimenez
Every quarter, I talk to another community bank or credit union that just spent $2 million on a digital banking platform upgrade. The vendor doesn’t matter. They’re all reputable providers with strong…
By Alex Jimenez
We are an AI company working with community financial institutions, but even we are taken aback by the constant hype around AI in the financial services and fintech press. We hear directly from bank…
By Alex Jimenez
I’ve been in this industry for a long time, as a banker and as a consultant working with institutions from sub‑$1B CUs to national banks. Every year, I watch the same pattern: customer and member…
By Tod Cordill
This Lunch and Learn session focuses on how AI-driven personalization is becoming a core growth engine for banks and credit unions, directly increasing deposits, loan volume, and share of wallet.
By pscerbo
CCPA, GDPR, and a growing number of state laws are redefining how institutions collect, track, and communicate data use.
By Paul Mooney
Global Credit Union (‘Global’) is one of the top 20 largest credit unions in the country and is expanding its membership in new areas such as Arizona, California, Washington, and Idaho. Global CU…
By Paul Mooney
OneAZ is one of the largest credit unions in Arizona with 200,000 members. OneAZ is a standout financial institution serving all of Arizona and dedicated to serving Arizonians with a member-first…
By Paul Mooney
Statewide Federal Credit Union is a growing and technologically advanced financial institution serving members in their home state of Mississippi as well as a growing number of states. Statewide has a…
By Paul Mooney
Texas Community Services Credit Union Utilizes Finalytics.ai for Personalized Engagement and Lending Customer Acquisition…
By Paul Mooney
Utah Community Credit Union (UCCU) is a leading credit union operating in the highly competitive Salt Lake City area. UCCU wanted to develop a strategy for increasing membership by promoting home…
By pscerbo
The power of AI goes well beyond securing the best offer at the right time – we can now leverage technology to truly help people live their best financial lives.
Reports and white papers
Report
White paper
Becoming First Choice: How Banks and Credit Unions Turn Loyalty into Love
Report
White paper
White paper
Report