Speed Rounds unveil innovative solutions

Each year, the CUNA Operations & Member Experience Council and CUNA Technology Council Conference brings in vendors from across the financial landscape for a Speed Round session in which they demo their products.

This year’s Speed Rounds, sponsored by zLinq, gave each presenter five minutes to demonstrate their product before a panel of judges: American Airlines Federal Credit Union Vice President of Operations Brad Askren, Pure IT co-founder and Janusea Inc. CEO Kyle Stutzman, and TwinStar Credit Union Vice President of Technology Service and Solutions Terry Hagio.

Conference attendees voted for their favorite presentation, with the winners revealed during Thursday night’s awards ceremony.

Blend

Blend’s Banker Workspace seeks to increase conversion rates and elevate the member experience by providing personalized experiences and automate back-office processes through one omnichannel platform.

The automated, personalized workspace is intended to remove complexity and put the focus on members, allowing them to prefill information or pick up where they left off in the application process. Credit union staff can customize prompts that help members understand what needs to be done.

Effectiv

Effectiv automates compliance needs and addresses fraud with a unified platform combining human and artificial intelligence (AI). Effectiv’s solutions offer multi-channel monitoring and use hundreds of data sources and solutions that come pre-integrated with data intelligence. The platform includes a dashboard where staff can pull reports and examine performance, a workflow that allows for changes to be made to fraud strategy in real time, and a case management system that provides for the best viewing experience.

Directlink

Directlink is an AI-powered conversational banking platform that optimizes the member experience by connecting everything credit unions need to communicate with members across channels. The goal is to deliver quality member experience while easing the burden on staff.

Finalytics.ai

The Finalytics.ai platform applies real-time big data and machine learning to address the unique needs of prospective and new credit union members. The platform gathers information about individuals from multiple sources, then curates unique contact based on predictions about what that person will engage with. This allows credit unions to personalize communication, drive member acquisition, and improve retention.

MANTL

MANTL builds omnichannel account opening software to help financial institutions grow faster and more cost-effectively. MANTL does so by identifying consumers, validating them digitally, allowing the credit union to configure the questions they deem essential to account opening, and creating an omni-channel experience that allows staff members to pick up where their coworker left off.

Rivial Data Security

Rivial's cybersecurity management platform simplifies and improves cybersecurity management by allowing credit unions to accurately measure the financial impact of their information technology risks, automate compliance, and manage their security programs in one platform.

LinkLive

LinkLive is a secure communications platform designed for financial services, including chat, SMS, voice, video, and screen-share capabilities. The pre-built workflows allow members to see balance, breakdown their spending by category, and contact an agent. When routed to the next available agent, LinkLive recognizes the member, shares their information with the agent, provides real-time coaching to the agent, summarizes the session, and sends a post-session survey.

Mahalo Banking

After working with a member who was color blind, Mahalo Banking realized that many digital banking solutions overlook a significant segment of the population.

In response, Mahalo developed a thoughtful banking platform that delivers humanized digital banking capabilities to accommodate members with neurodiverse distinctions. The platform’s features include colorblindness color themes, dyslexic-friendly fonts, left-handed toggle options, and more customizable settings intended to ensure every member enjoys their digital experience.

PortX

The PortX integration manager facilitates the design, development, deployment, management, and monitoring of custom APIs. It provides an array of developer-friendly tools, enabling continuous delivery and deployment of integrations.

TTEC Digital

Genesys Cloud enables omnichannel interactions and empower call centers with AI-powered self-service, voice, digital, and workforce analytics. SmartApps Cloud is a purpose-built financial services solution built on Genesys Cloud to enable member self-service, streamline authentication, reduce fraud, and improve the member experience.

Credit union agents receive full context of a member’s interaction with the bot, as well as what pages they have visited on the credit union’s website and every other recent interaction the credit union has had with the member.

Allied Solutions

The SundaySky AI Copilot self-service video platform rapidly turns an idea into a personalized video that allows credit unions to meet their members where they are and appeal to younger generations.

Ian Golds, SundaySky’s sales director of national accounts, demonstrated how to create an AI-generated video. He started with a basic prompt, communicated with Copilot to determine the goal and tone of the video, and asked the AI to create a short video. The minute-long video was outfitted with background music, on-screen text, and the information Golds intended to communicate.

Spinwheel

Spinwheel’s one-click solutions transform consumer debt and lending solutions using only a phone number and birthdate. The credit union receives real-time, verified consumer and loan data and the ability to take action on the debt, such as refinancing, balance transfers, prequalification, or making payments.

WithClutch

WithClutch helps credit unions gain and retain members by offering a loan application and digital account opening solutions that provides a seamless and user-friendly experience for all involved. Its digital account opening and loan application portal is a four-step process of identifying the applicant, verifying member eligibility, checking fraud, and opening and funding an account using the applicant’s phone number, last four digits of their Social Security number, and zip code. Once funded, the portal also provides options to cross-sell loans to the new member.

Trellance

Trellance Analytics provides a comprehensive solution that allows credit unions to dismantle data silos and provide a holist view of their members. Using predictive analytics generated through AI, credit unions can send relevant messages to the right members at the right time. Credit unions can export the data, which can also be tailored to specific characteristics, and use it for various personalized marketing campaigns.

Apiture

Apiture has created embedded banking as a strategy for financial institutions to grow beyond the branch using strategic partnerships. It allows credit unions to offer financial services through various distribution channels to meet members where they already are. The embedded banking tools enable financial institutions to serve people as if the student portal was a virtual branch.

Spiral

Spiral is an impact-as-a-service platform that enables credit unions to grow deposits and increase engagement through community and environmental impact. The platform allows users to roundup their purchases and then shows how the extra money is being used specifically in the community. The impact is based on the type of expense. The platform also features a giving center where users can donate directly to a charity and credit unions can match donations or create fundraisers.

zLinq

The zLinq Communications Lifecycle Management platform provides credit unions with a comprehensive view of their voice, data, and communications systems. It allows credit unions to simplify the responsibilities of buying, managing, and optimizing data and voice assets. The platform also allows users to discover ways to optimize costs through price reductions or migrations.

CoNetrix

Tandem is an online application CoNetrix offers that organizations can use to manage vendor contracts and documents. Using a significant question system, Tandem will identify what documents credit unions need to gather from vendors and also create requests to send to vendors that identify which documents they need to provide and a link to where they can be securely uploaded.

Posh

Posh enables call center teams to effortlessly access information and decrease hold times with its Knowledge Assistant. Powered by AI, Knowledge Assistant uses systematic meaning search with generative AI to digest the question that’s being asked and provide the correct answer, including the source material where the answer is highlighted.

Access Softek Inc.

Access Digital Conversational Account Opening offers a digital experience that mimics a conversation with a human account officer and engages the applicant in a digital process that flows like a conversation instead of filling out a generic web form. The process aims to reduce the number of abandonments during the application process and provide personalized information to applicants for other products and services based on the information they provide.

LemonadeLXP

LemonadeLXP is a digital growth platform that helps financial institutions and fintechs quickly create effective training and support tools to grow their digital banking business and maximizes the return on investments on technology investments. Its learning experience platform uses game-based learning to guide users through a series of puzzles and games to learn concepts and how to use technology while the digital adoption platform provides training for internal or external users to allow them to learn on their own.

Sphere

Sphere is a generative AI-powered multimodal ChatGPT-like assistant for financial institutions that provides customers and employees with unparalleled banking experiences. It’s an AI assistant that provides intelligent guidance, innovative plugins, and personalized AI assistance and also enhances frontline operations’ efficiency.