Credit Unions

Designed for members. Built
for the future.

Deliver personalized member experiences, streamline operations, manage risk, and compete with the speed of big banks—all while staying true to your mission.

385%

boost in customer engagement

71%

reduction in case closure times

4

weeks to build your digital workforce

Driving real impact for
credit unions

Credit unions have a unique opportunity to use AI and data in a way that stays true to their mission. It’s not about profit—it’s about outcomes that matter to members.

Joe Thomas

Zennify Advisor, Former EVP & CIO, PenFed Credit Union

A partner who understands credit unions

We’ve helped credit unions to scale and modernize—always with members in mind.

Purpose-built for credit unions

We understand your systems, your service model, and your mission. From core banking to LOS to digital channels, we make them work together.

Results that reflect your values

We help you modernize, automate, and grow without losing the personal service and trust your members rely on.

A true partner from day one

We don’t just launch projects. We stay accountable. If we don’t deliver outcomes, we share the risk.

ACCELERATORS

Faster launches, stronger member value

Save 2-4 weeks
FSC RapidRollout

Launch Salesforce Financial Services Cloud with prebuilt modules and proven implementation frameworks

  • QuickStart
  • Low-Code Configuration
  • Core Integration Ready

Fast-track your FSC implementation using pre-configured use cases for sales, service, and marketing.

+10% team efficiency
Retail Banking Agent

Customer engagement AI assistant

  • Agentforce
  • Self-Service
  • Agent Assist

Empower retail banking teams with a virtual assistant that handles service requests, product guidance, transactions, and account opening.

Save 4 weeks
Jack Henry Symitar Connector

MuleSoft integration accelerator

  • Core Banking
  • Credit Union
  • API Ready

Eliminate manual processes and accelerate real-time integration between Symitar and Salesforce using pre-built, production-grade APIs.

Live in 2–4 weeks
Twilio Flex Kickstarter

Fast-track to a modern contact center

  • Omnichannel Contact Center
  • Rapid Deployment
  • Scalable Flex Foundation

Deploy a production-ready Twilio Flex instance with prebuilt IVRs, routing, and SSO.

The tech credit unions trust, from experts who know it best

Salesforce Financial Services Cloud

Unify member data, simplify financial planning, and give advisors a complete view of every relationship—all in one place.

Salesforce Marketing Cloud

Deliver data-driven, personalized marketing campaigns that attract new members, retain existing ones, and build long-term loyalty.

Agentforce

Empower frontline teams with AI-driven insights, automating routine tasks and enabling advisors to deliver more personalized, proactive member service.

Insights

Build the best for your members