Browse by Type

i3 Concept |

Senior Sentry

  • Betsy Guerrero Chief Financial Officer at Red Rocks Credit Union
  • Michelle Merkley AVP Employee Relations & Development at TruMark Financial Credit Union
  • Sandra Sagehorn-Elliot President & CEO at Vantage West Credit Union
  • Soma Sarkar Executive Vice President/COO at Credit Union of New Jersey


Elder financial abuse is a growing issue and credit unions hold much of the data that can be used to prevent it.


Alert system to help prevent senior financial abuse by leveraging a credit union's existing core processor or BSA analysis tools.

Test Results:

Piloted at Bellco credit union for nearly two months. Multiple red flag situations were identified that led to elder member intervention.

Getting Started: Contact us to learn more about this idea from Filene i3.