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CU+Fintech Connect

  • Stephen Green VP of Lending at Class Act Federal Credit Union
  • Dana Jones Director of Human Resources at ELGA Credit Union
  • Katie Leute Creative Brand Manager at Salal Credit Union
  • Diana Pham Innovation Project Manager at SchoolsFirst Federal Credit Union
  • André Walcott AVP, Diversity, Equity and Inclusion at Advantis Credit Union


In the current competitive market, credit unions need to optimize operations and elevate member
experiences through the adoption of innovative technology to address their banking requirements.
The available technology choices may be constrained by the credit union's asset size and resources.
Collaborations between credit unions and fintech companies present a viable option to fulfill the
needs of credit unions. Nonetheless, the due diligence process for evaluating potential fintech
solutions is often challenging, time-intensive, and frequently impractical.

Innovative Solution:

Introducing CU Fintech Connect, an advanced platform facilitating seamless collaboration between
fintech innovators and credit unions, fostering mutually beneficial partnerships. This cutting-edge
system adeptly matches credit unions with bespoke fintech solutions tailored to their distinct needs,
effectively navigating the complexities of the technological landscape. Addressing concerns related to
integration, the platform categorizes fintech offerings based on the unique technological requirements
of credit unions. It prioritizes smooth integration by offering detailed compatibility insights derived
from current user reviews. Designed with user-friendliness in mind, the interface supports resourceconstrained credit unions, streamlining the due diligence process. Customization options ensure
adaptability to the unique requirements of credit unions, promoting long-term viability. With a central
focus on elevating the member experience, CU Fintech Connect emerges as a crucial facilitator,
driving synergies between credit unions and fintechs and propelling the financial industry towards
heightened innovation and efficiency.